Contacts & lead scoring

Set up AI lead scoring

WebinarRun AI lead scoring ranks every contact as hot, warm or cold with a written reason, based on an Ideal Customer Profile you describe once for the whole account.

Updated

Before you start

  • Permission to change general settings
  • AI credits, because scoring uses AI

  1. Open the profile

    Open Settings from the top menu and stay on the General tab. Find Ideal Customer Profile (lead scoring).

  2. Describe who you sell to

    Fill in What are you selling?, Who is your ideal buyer? and, optionally, Who is low priority?. Or click Generate with AI for a first draft, then edit it.

  3. Save the profile

    Click Save Profile. The same profile is used for every contact, from every channel.

  4. Score contacts

    On the Contacts page, click the refresh icon in the Lead column to score one contact. For an event, open View Registered Users Analytics and click Score All, or Bulk Score to cover several events by date range.

  5. Re-score after calls (optional)

    In Calls, Live calls & logs, Call Activity, turn on Auto-refresh lead score after calls so a contact is re-scored when a call ends.

Good to know

  • Hover over a score to read the reason the AI gave.
  • If you change the profile, a banner offers Re-score All for existing scores.

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Still stuck? Email support@webinarrun.com and tell us which step you are on.