Contact Form with Automatic Lead Scoring

Start qualifying website leads in minutes, no coding required. This ready-to-use lead scoring template in Cognito Forms includes pre-configured point values and automatic routing.

What’s included?

This ready-to-use template includes everything you need to start qualifying website leads automatically:

• Pre-configured scoring fields with hidden point values for company size, industry, budget range, job title, and timeline.
• Automatic lead score calculation that totals qualification points behind the scenes.
• Four priority statuses that instantly organize leads by qualification level.
• Email notifications configured to alert your team when qualified leads arrive.

With this template, you can:

• Start qualifying leads in minutes, not hours.
  Simply customize the point values to match your business priorities, adjust the service options to reflect what you offer, and embed the form on your website. No coding or complex setup required.
• Focus your team on opportunities worth pursuing.
  Automatically filter out prospects that don’t match your priorities or ideal customer, while immediately flagging the prospects that closely match your ideal customer. Your team receives clear priority indicators on every lead.
• Customize scoring to match your ideal customer profile.
  The template comes pre-configured with default choice options and score thresholds, but you can easily change choices, adjust point values, or change the score thresholds to match the factors that matter most to your business.

Workflow details

This template leverages Cognito Forms’ powerful Workflow features to create an intelligent lead management tool with:

• Automatic Status Assignment
  The moment someone clicks Submit, their lead score is calculated and the entry is automatically assigned to one of four Workflow Statuses based on predefined score thresholds. No manual sorting required.
• Conditional Email Routing
  Configure email notifications to trigger only for qualified leads (50+ points), ensuring your sales team isn’t overwhelmed with every submission. You can set up separate notifications for each service type, routing leads for one service type to one team member and another service type’s leads to a different team member.
• Entry Views Ready for Filtering
  Once you start collecting leads, you can create filtered Task Views and Grid Views that show only specific status categories, making it easy for different team members to focus on their assigned priority level without seeing irrelevant leads.