Scoring Leads Based on Click-Through Data and Website Visits

Afsha Haslani · 2025-03-04 00:52:45.749804+00

Hi Team, i am trying to pull clicked through data from smartlead in my clay table and then i want to rate if many people from the same company have clicked through on my email link i want to score them in the multiple of 5 for each person from each domain. Plus i have a table from Factors which has people who visited my website if these domains or contact emails are present in that table then i want to add another 5 points to them and then i want to update the lead in salesforce with their total score as a qualifier for a lead. Can you help ?

Scoring Leads Based on Click-Through Data and Website Visits | Clay

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Here's how you can implement your lead scoring workflow: 1. First, set up data collection in Clay: • Use the Smartlead integration to pull your email click-through data • Import your website visitor data from Factors into a separate table 2. Build your scoring logic using Clay's Formula Tool to: • Group contacts by company domain • Assign 5 points for each person from the same company who clicked your email • Add 5 additional points if the domain/email matches your website visitor data 3. Once you've calculated the scores, you can push the lead scores back to Salesforce: • Use Clay's enrichment capabilities to generate the final lead scores • Push the scored leads directly to your Salesforce lead score field For the Smartlead data integration, you'll need to: ** Set up your Smartlead API connection ** Use the Lookup Lead in Campaign integration to get lead data * Configure the necessary fields for tracking click-through information
Sources: Example Salesforce workflows Smartlead integration overview | Documentation | Clay University Lead Scoring [Clay 101] - Clay University
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I'm glad I could help! I'm here if you have any more questions.
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Thank you so much for sharing your feedback Afsha Haslani!
Afsha Haslani
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Can you help me with the formulas in step 2 and the step 3 process?
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Here's how to implement your lead scoring workflow: For Step 2 (Creating the scoring formula): 1. Add a new Formula column in your Clay table 2. Use the Formula Generator to create your scoring logic: • Group contacts by company domain • Add 5 points for each person from the same domain who clicked through • Add another 5 points if the domain/email matches your website visitor data The formula structure would look something like: LBKSIF( CONTAINS(website_visitors_table.domain, current_row.domain), (COUNT(smartlead_clicks.domain) ** 5) + 5, (COUNT(smartlead_clicks.domain) ** 5) )LBKSFor Step 3 (Pushing to Salesforce): 1. Use the Formula Tool to generate your final lead scores 2. Once scored, you can push the leads directly to your Salesforce lead score field using Clay's enrichment capabilities Remember to review and verify your lead scores within Clay before saving and pushing to Salesforce.
Sources: Lead Scoring [Clay 101] - Clay University Lead scoring overview | Documentation | Clay University Example Salesforce workflows
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Is that what you were looking for?
Afsha Haslani
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i was unable to get the data from smartlead for click through can you help?
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To retrieve click-through data from Smartlead into your Clay table, you'll need to follow these steps: 1. First, ensure you have your Smartlead API key integrated with Clay. 2. Use the "Lookup Lead in Campaign" integration in Clay to get your lead data: • Add this integration to your table • Input the email address of the lead you want to look up • Run the enrichment to get the lead information 3. You can then look up the status of specific leads in your campaigns to track their engagement: • Use the "Lookup Lead Status in Campaign" feature • This will help you identify which leads have clicked through your emails Make sure to run these lookups for all the leads you want to track in your scoring system.
Sources: Lookup Lead in Campaign with Smartlead.ai Smartlead integration overview | Documentation | Clay University
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Afsha Haslani
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after using "Lookup Lead Status in Campaign" feature it is only giving me the email in the column how do i get the click through ?
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When using the "Lookup Lead Status in Campaign" feature, you'll need to provide both: 1. The Campaign ID from Smartlead 2. The email address of the lead This will allow you to check if a lead has: ** Completed the campaign ** Replied to the campaign ** Currently exists in the campaign ** Is progressing through the campaign If you're only seeing the email column, make sure you've properly configured both required input fields above. The lookup will then return the lead's status information, which includes their engagement data like click-throughs.
Sources: Lookup Lead Status in Campaign with Smartlead.ai Lookup Lead in Campaign with Smartlead.ai
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Afsha Haslani
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i am seeing in progess or completed but not clicked through
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Based on the available information, the "Lookup Lead Status in Campaign" feature in Clay only provides basic campaign status information like whether a lead has completed, replied to, exists in, or is progressing through a campaign. It requires two inputs: 1. Campaign ID from Smartlead 2. Email address of the lead Unfortunately, detailed click-through data is not directly available through this integration. You may need to: 1. Check if this data is available through a different Smartlead integration 2. Contact Smartlead support to understand how to access click-through metrics 3. Consider using Smartlead's native interface or API directly to get this specific engagement data
Source: Lookup Lead Status in Campaign with Smartlead.ai

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