Implementing HubSpot's Enhanced Lead and Health Scoring Solutions

Key Information for Users of HubSpot's Legacy Scoring Tool

If you're using HubSpot's Legacy Scoring Tool, it's time to act. HubSpot is phasing out the old scoring system, with three important deadlines on the horizon:

• May 1, 2025: From this date forward, creating new score properties with the old scoring tool will no longer be possible.
• July 1, 2025: From this date onward, editing existing score properties with the old scoring tool will no longer be possible.
• August 31, 2025: From this date forward, the old score properties will cease updating entirely and will be retired.

This shift is essential as HubSpot advances towards more robust and adaptable scoring capabilities. The updated Lead Scoring and Health Scoring applications provide improved features that more effectively align with the ways contemporary businesses assess prospects and cultivate customer relationships.

Lead Scoring App for Marketing Hub

The Lead Scoring App for Marketing Hub in HubSpot is here to transform the way businesses look at and rank their leads. With its advanced scoring features, this app gives marketing teams the power to score leads based on how well they fit and how engaged they are, making sure the best leads get the attention they deserve.

With cool features like custom event scoring and incremental scoring, you can easily customise your scoring models to match your unique business needs and customer behaviours. Plus, the app seamlessly integrates with your existing systems and offers detailed score history and distribution insights, making it a must-have tool for fine-tuning your lead management strategies.

In contrast to the previous scoring tool, the updated Lead Scoring app (accessible for Marketing Hub Professional and Enterprise accounts) now includes support for:

• Scoring Objects: Contacts and Companies
• Fit and Engagement Scores
• Threshold Property
• Advanced Functionality
  • Advanced Association
  • Custom Event Scoring
  • Decay, Recency, Frequency (launching soon)
  • Incremental Scoring
  • Score History and Distribution
  • List Exclusion
  • Reset Scores to Zero

Lead Scoring, exclusive to Marketing Hub Enterprise accounts, now includes support for:

• Combined Scores
• Combined Threshold Properties
• AI Scores

Health Scoring app for Service Hub

The Health Scoring app for Service Hub is a fantastic tool for customer service teams eager to boost their customer relationship management. By giving a complete picture of customer health with combined fit and engagement scores, this app helps service teams proactively meet customer needs and boost satisfaction. With custom events like usage data from platforms such as Amplitude, Pendo, and Segment, teams can dive deeper into customer interactions and behaviours. While AI scores aren't part of the package, the app's advanced features are just like those in the Lead Scoring app, offering powerful tools for setting threshold properties and fine-tuning scoring models. This allows service teams to customise their strategies, making customer support both efficient and effective.

Health Scoring app (Service Hub Professional and Enterprise accounts) now supports:

• Scoring Object: Object used to represent customers in the CS Workspace
• Combined Score (Fit and Engagement)
• Custom Events: Usage Data can be included (Amplitude, Pendo, Segment)
• No AI Scores
• Advanced Functionality (same as above for Lead Scoring)
• Threshold Property (same as above for Lead Scoring)

Transitioning from HubSpot's Legacy Scoring Tool to the Lead Scoring and Health Scoring Applications

To smoothly transition from HubSpot's Legacy Scoring Tool to the new Lead Scoring and Health Scoring Applications, you'll need to rebuild your current scoring models in the updated system. While this might seem a bit of a hassle at first, it's a great chance to boost your scoring methods by taking advantage of the new tools' advanced features.

Consider these steps before you dive into migration, or if you're new to using a Lead Score and want to get started:

• Identify key scoring criteria and metrics that align with your business objectives.
• Next, familiarise yourself with the advanced features of the new applications, such as custom event scoring and combined scores, to determine how they can enhance your scoring strategy.
• Create a detailed migration plan that includes mapping existing scores to the new system, setting up new scoring properties, and leveraging the enhanced functionalities to refine your approach.
• Engage with your team to ensure everyone understands the changes and benefits, and schedule time for training and testing to validate the new models.

By taking these steps, you can ensure a smooth transition and fully capitalize on the improved capabilities of HubSpot's updated scoring tools.

To navigate to the new scoring tools for Lead Scoring, you will go to Marketing and select Lead Score.  For Health Scoreing, you will go to Service and select Customer Success and then select a Health Score.

While in the Lead Scoring Tool, you can select to create a contact or company score and then specify 'fit' or 'engage'. If you have Marketing Hub Enterprise, you can also select 'combine score'.

To begin the migration process, view this demo:

1. Understanding the key differences between the old and new scoring systems
2. Step-by-step guidance for rebuilding your current scores
3. Tips for tackling common challenges during migration
4. Testing and validation techniques to make sure your new scoring models work perfectly
5. Best practices for smoothly integrating your new scoring strategy with your sales processes

Don't leave it until the last minute to make this important switch! The earlier you migrate, the more time you'll have to fine-tune your new scoring models and make sure they're running smoothly before the old system stops updating.

If you need help migrating from the Legacy Scoring Tool to the new Lead Scoring and Health Scoring Applications, just contact Velainn. We're always here to support you through the migration process!

Illustrations: People illustrations by Storyset, Hubspot, Velainn