Engagement Score Overview

Engagement Scores

Engagement Scores help you see, at a glance, which leads are most actively interacting with your school — and which ones may need a nudge. Each lead receives a numeric score and an Engagement Level (Low, Medium, or High) based on what they've done across your forms, hubs, emails, calls, and AI Search conversations over the last several days.

What an Engagement Score tells you

Every active lead in your account gets a fresh score once a day. The score is a single number that summarizes the lead's recent activity, and the level is a simple bucket you can sort and filter by:

• High — the lead is highly active and is a strong candidate for outreach.
• Medium — the lead is engaging at a moderate level.
• Low — the lead has had little or no recent activity.
• Spam — the activity pattern looks automated or non-human (see "Spam detection" below).

By default a lead is "High" once their score reaches 50, "Medium" at 20, and "Low" below that. Your Halda team can tune these thresholds for your account if needed.

What counts toward the score

The score adds up every qualifying event the lead has produced inside a rolling window (7 days by default). Each event type carries a weight, and the score is the sum of weight x number of times the action happened.

The default weights, from highest to lowest impact, are:

Higher-intent actions (submitting a form, picking up a call) are weighted much more heavily than passive ones (a single page view), so a lead who fills out a form will move into "High" much faster than one who only browses pages.

Weights can be adjusted per account if your team wants to emphasize certain channels.

Which leads are scored

To keep scores meaningful, only "active" leads are scored each day:

• The lead is not archived.
• The lead has a first name, last name, and email.
• The lead is not a demo / test record.
• The lead has had at least one interaction in the last 30 days.

Leads who go quiet for more than a month stop being rescored and will fall out of the "High" and "Medium" tiers as their old activity ages out of the rolling window.

Where to see Engagement Scores

Once the feature is turned on, two new fields are available on every lead:

• Engagement Score — the numeric score.
• Engagement Level — the Low / Medium / High / Spam bucket.

You'll find them in:

• The Student Records page. Open the column manager and add Engagement Score and Engagement Level from the Lead Information section. Both columns can be sorted and filtered, so you can build views like "All High-engagement leads from the last week."
• Lead exports. When you run a manual lead export, the score and level are available as columns. The level is exported as a capitalized word ("High", "Medium", "Low", "Spam").
• Field management. The two fields appear under the Lead Scoring field type and can be renamed if "Engagement Score" / "Engagement Level" doesn't match your team's vocabulary.

How often scores update

Scores recalculate on a daily schedule. A lead who submits a form in the morning won't see their score change until the next daily run — Engagement Score is designed for "who should I prioritize this week," not real-time behavioral triggering. If you need real-time behavior, use Segments or Smart Form actions instead.

Spam detection

Some leads accumulate a lot of events very quickly in ways that look automated — bots, scrapers, or repeated form abuse. To keep your "High" engagement list trustworthy, every lead that would otherwise be classified as "High" is run through an automated spam check before the tier is finalized.

If the check decides the activity looks non-human, the lead's tier becomes Spam instead of High, and the time of that decision is recorded on the lead. Spam-tier leads are easy to filter out of your prioritization views.

The spam check only runs when a lead is on track to become "High," so it doesn't add overhead for the majority of leads who score Low or Medium.

Tips for using Engagement Scores

• Build a "hot leads" view. Filter the Leads table by Engagement Level = High and sort by Engagement Score descending to get a daily call list.
• Compare channels. If your team is investing heavily in one channel (say, AI Search) but those events have a low weight for your account, ask Halda to raise the weight so the score reflects your strategy.
• Watch for drops. A lead who was "High" last week and is "Low" this week has gone quiet within the rolling window — a good signal to re-engage before they go cold entirely.