Understanding how Autobound's scoring engine works will help you customize your account based on what's important to you and your team when outbounding.

If you haven't already done so, we strongly recommend reading through How Suggested Campaigns are created before this help article.

In this article we'll cover:

  1. How are Triggers prioritized on the Suggested Campaigns page?

  2. How are contacts prioritized within a Trigger?

  3. How is a campaign score determined?

  4. How is a snippet score determined?

  5. Scoring and creating insights

Trigger Score

Admins determine how they want the "Triggers" prioritized on the lefthand pane of the Suggested Campaigns page. Admins can input a score between 1-100, and Triggers are stacked accordingly based on their score.

This is done via a simple numerical score you can give to any Trigger on the Triggers page. If you rank your Funding Trigger "100" and your Acquisitions Trigger "80" then the Funding Trigger will appear above the Acquisitions trigger on the Suggested Campaigns page.

When determining the prioritization of the list, ask yourself: "when contacts match this Trigger, how important is it that I reach out right away? How likely is it that this 'reason' will result in a successful outcome (i.e setting a meeting)?"

Assigning a score

A higher score will cause that trigger to be prioritized on your suggested campaign feed.

How are contacts prioritized within a Trigger?

Contacts who match the Trigger rules are eligible to appear in Campaigns within that Trigger. If John Doe's employer just made an acquisition, you'll likely see John Doe in the Acquisition Trigger.

Let's imagine there are 50 contacts like John Doe in the Acquisition Trigger. Autobound prioritizes the list based on the underlying content within each campaign.

Richard Silver is in the Acquisition Trigger as well. If John Doe's campaign has content that also references his previous conversation with the user's colleague (and this isn't the case for Richard Silver), then John Doe will appear above John in the feed.

John Doe's campaign is prioritized because his campaign has a higher cumulative score of Snippets within the email. Each Snippet section (e.g. Subject, Opener, Pitch, etc) has a score based on that Snippet's associated Insights.

How is a campaign score determined?

Contacts are prioritized on the Suggested Campaign feed based on which contacts have a higher cumulative Snippet score. Assuming all else equal, If John Doe's Snippets are associated with the "previous conversation with colleague" Insight, and Richard Silver's Snippets aren't (because that Insight is not "true" for Richard), then John will be suggested first.

The campaign score is built off of the following Snippet scores:

  • Subject line score +

  • Greeting score + (usually 0)

  • Opener score +

  • Pitch score +

  • Call to action score +

  • Sign off score + (usually 0)

Generic Snippets rarely have a score (given they're not associated with a Persona, News Event, or an Insight).

Many Snippets may be eligible to be suggested within a Campaign for a contact. We'll see the other eligible Snippets by clicking on the refresh icon, or the scissors icon to see the full list at once.

How is a snippet score determined?

A Snippet's score is based on it's associations to Insights, News Events, and Personas.

  • If a Snippet is associated to a News Event, 30 points are added

  • If a Snippet is associated to a Persona, 20 points are added

  • If a Snippet is associated to an Insight, points are added given the Insight's score (can be customized)

If multiple insights are available in the Snippet's rules, and both of those Insights are "true" for the contact being suggested, then the highest scored Insight's score is added to the Snippet score.

When you apply multiple Insights using the "Or" functionality (i.e when there are multiple Insights applied in the same block of "If any of the following are true"), only the highest scored Insight, that the suggested contact matches, impacts the snippet prioritization.

If multiple Insights have to be true, meaning "and" logic is built between the Insights, then the cumulative score of the Insights are added to the Snippet.

This enables more customized content to be suggested first for contacts who are eligible for it, and therefore those contacts will be suggested first on the Suggested Campaigns page!

To recap, a Snippets' scores influences the order in which they are recommended. The higher the score, the more likely a snippet is to be suggested first.

Scoring and creating insights

Insight scores are similar to Trigger scores. You can also input a value between 1-100.

Ask yourself the following question when scoring Insights:

If this Insight is "true" for a contact being suggested, is it more important than the other Insights in my list? If so, does it have a higher score?

We like to think through "importance" as the likelihood of a Campaign generating a response.

Important: When considering an insight's score, remember what was stated above:

  • If a Snippet is associated to a News Event, 30 points are added

  • If a Snippet is associated to a Persona, 20 points are added

    Ensure your insight scores are relative to the points Snippets gain from News event and Persona rules.

    Example: Let's say you create an insight and gave it 60 points, and then assigned it to a Snippet... If a news event-based campaign was suggested, and the contact suggested matches "true" for the insight you created with 60 points, then the Snippet associated with the custom insight you built is going to be prioritized over news event-based snippets.

Within a suggested campaign, the highest Insights will be listed at the top of the Active Insights panel, whether or not they're applied as rules on any of the included Snippets.

Users should make an active effort to build Insights into their Snippets, then to save those Snippets "as new", which will increase the salience of contacts suggested, as well as the included content.

Insights should be created to bucket contacts together based on a unique reason to reach out or data point to reference when outbounding. Some examples could be

  • Contacts who have attended a field marketing event

    • ^ likely based on a contact level Salesforce object

  • Contacts who share venture capital investors with us

    • ^ likely based on keywords in job opening insights

  • Contacts who have downloaded our app on the Salesforce app exchange

    • ^ likely based on a contact or account level Salesforce object

After building a new Insight, you should then create Snippets that are associated to that Insight. Keep in mind, that inside of a Suggested Campaign, Snippets in various sections (e.g. Subject line vs Pitch) may be referencing different insights. Be sure when writing Snippets with new insights, that the Snippet would be legible and coherent when associated around other Snippets (like the Call to Action or Opener).

Reach out to Autobound support if you have any questions or concerns the first time you go through this.

Thanks for reading!

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