If you’re swimming in leads but not sure which ones are worth your time, this is for you. Maybe your sales team is chasing every signup, or maybe you’re stuck in spreadsheet hell. Either way, you’re ready for automated lead scoring—but you don’t want to get lost in a maze of settings, integrations, or AI snake oil. This guide is for anyone who wants a real setup in Swagiq that actually helps sales, not just checks a “marketing automation” box.
I’ll walk you through the setup, step by step. I’ll flag what matters, what’s fluff, and where to watch out for wasted effort. Let's get started.
1. Get Clear on Your Lead Scoring Criteria
Before you even log in to Swagiq, you need to know what makes a lead “hot” for your business. No amount of fancy automation will fix a scoring system built on guesswork.
Start here: - Talk to sales: Who actually becomes a customer? What patterns do they see? - Check your data: Are there actions (like viewing pricing) that correlate with closed deals? - Pick 3-5 signals: Don’t overcomplicate—think profile info (industry, company size) and behavior (email replies, demo requests).
Pro tip: More signals does not mean better results. Simple, obvious signals beat a “black box” score that nobody trusts.
2. Set Up Your Base Fields in Swagiq
Now that you know what to score, make sure Swagiq is tracking those fields.
Profile Data
- Go to Settings > Custom Fields.
- Add any missing fields you need for scoring (like “Company Size” or “Job Title”).
- Make fields required where it makes sense—don’t annoy good leads with 20 questions up front.
Behavior Data
- Set up tracking for key actions:
- Website visits
- Email opens/clicks
- Form submissions
- Demo or trial signups
- Most of these are built into Swagiq, but double-check your website forms and emails are connected.
What to skip: Don’t bother tracking every micro-action (like “visited About page”). Focus on actions that actually matter for sales.
3. Map Out Your Lead Scoring Model
You need a way to turn behaviors and profile traits into a single score. Swagiq lets you assign points to different actions and properties.
Classic example:
| Signal | Points | |-------------------------|--------| | Filled out demo form | +40 | | Opened marketing email | +5 | | Company size > 100 | +20 | | Used free trial | +30 | | Generic email address | -10 |
Keep the math simple. Nobody’s going to check a spreadsheet every time they tweak a rule.
How to set it up in Swagiq
- Go to Automation > Lead Scoring.
- Click Create New Model.
- For each signal:
- Add a rule (e.g., “If ‘Company Size’ greater than 100, add 20 points”).
- Set negative points for red flags (like “@gmail.com” emails).
- Set your thresholds:
- Example: 70+ = Marketing Qualified Lead (MQL)
- 40–69 = Warm
- Under 40 = Low priority
Swagiq’s interface is pretty straightforward here. Don’t get bogged down in the “advanced” options unless you really need them.
4. Build the Automated Workflow
Now for the fun part: making Swagiq do the work for you.
Triggering Actions
- Go to Automation > Workflows.
- Create a new workflow:
- Trigger: “Lead score crosses above 70.”
- Actions: Assign to sales rep, notify by email/Slack, move to MQL list, send follow-up email… whatever fits your process.
Common (Actually Useful) Actions
- Assign leads automatically to the right person or team.
- Send a personalized email from a real rep (not a generic marketing blast).
- Tag or segment leads for different nurture tracks.
- Create tasks or reminders so nothing falls through the cracks.
What to ignore: Automated “nurture” emails that sound like a robot. If you wouldn’t reply to it, don’t send it.
5. Test With Real Data—Not Just Demos
Here’s where most people mess up: they set up scoring, run a test with a fake lead, and call it a day. But real leads are messy. Some don’t fill in forms. Some have weird job titles. Some do everything right but still ghost you.
How to do a real test: - Pull a batch of recent leads. - Run them through the new scoring model. - See if the “hot leads” actually look like good prospects. - Ask sales for feedback—does the score make sense, or is it flagging junk?
You’ll find problems. That’s normal. Tweak the points, not the whole system.
6. Tighten Up Notifications and Handoffs
Nothing kills a lead scoring project faster than bad handoffs. If sales isn’t getting notified, or if marketing keeps working the same leads, it all falls apart.
- Check notification settings: Make sure reps get alerts in the way they actually check (Slack, email, CRM task).
- Review assignment rules: Don’t just dump all hot leads on your top performer—spread the wealth.
- Add clear ownership fields: Who is responsible for each lead? Swagiq lets you filter and assign easily; use it.
Pro tip: Avoid “reply all” culture. Too many alerts = everyone ignores them.
7. Monitor, Adjust, and Don’t Overthink It
Lead scoring isn’t “set it and forget it.” Markets shift. Your ideal customer changes. Treat your scoring model like a living thing.
- Set a calendar reminder to review scoring every month or quarter.
- Watch for patterns—are good leads getting missed? Are weak leads scoring too high?
- Make small tweaks, not giant overhauls.
- If a rule isn’t pulling its weight, cut it. Don’t just keep adding more.
Ignore any advice that says “AI will solve it for you.” Swagiq has some ML features, but unless you’ve got massive lead volume, human-tuned rules are more reliable.
Keep It Simple (and Real)
Automated lead scoring in Swagiq can save you a ton of time—if you keep it simple, start with the basics, and don’t chase every shiny feature. Your first version won’t be perfect, and that’s fine. Just get it live, see what happens, and tweak as you go.
The best lead scoring systems are the ones people actually use. So skip the hype, focus on what works for your team, and you’ll avoid a lot of headaches.
Happy scoring.