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Intent Scoring in Customer.io for Health & Wellness

Integrating Summit &

Customer.io

Easily pull the results from your

Intent Scoring

app into your

Health & Wellness

workflows and journeys.

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Customizable
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No-code Editable
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Trigger-based
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Flexible

Summit's intent scoring model, when integrated with Customer.io, offers an advanced and nuanced approach to assess a prospect's engagement and intent to purchase, renew, or take an action. This combination leverages both Summit's sophisticated scoring capabilities and Customer.io's robust automation and segmentation features. Here’s how this process is enhanced by integrating with Customer.io:

Key Components of an Intent Scoring Model Integrated with Customer.io

Parameter Inputs

  • Inputs such as web sessions, email interactions, and page visits are essential. The recency of these activities, tracked through Customer.io’s event tracking system, plays a crucial role in scoring.
  • These parameters are adjustable to align with industry-specific triggers, leveraging Customer.io’s ability to capture a wide range of customer data.

Scoring Mechanisms

  • Utilizing decay functions and recency calculations, the app prioritizes recent activities, a feature that syncs well with Customer.io’s real-time data processing.
  • Scores are capped using diminishing returns, ensuring they remain within realistic bounds, a principle aligned with Customer.io’s data-driven approach.

Weighted Scores

  • Activities are weighted differently, a feature that can be customized to match business priorities. Customer.io’s segmentation capabilities can be used to further refine these weightings based on customer behavior patterns.
  • The flexibility of adjusting weights allows for seamless integration with Customer.io’s dynamic segmentation and targeting features.

Overall Intent Score Calculation

  • Summit calculates individual activity scores, which are then aggregated to an overall intent score between 0-5. This score is then utilized within Customer.io for segmenting and targeting customers.
  • The intent score provides a clear and interpretable metric, which can be used within Customer.io to trigger personalized marketing campaigns and automated workflows.

Enhanced Benefits with Customer.io

Simplified Complexity

The integration translates complex engagement behaviors into actionable insights within Customer.io, allowing for more targeted and effective customer interactions.

Customizable Journey Mapping

The flexibility in scoring and segmentation allows businesses to create customized journey maps in Customer.io, tailored to various levels of customer intent.

Balanced Engagement Strategies

The recency and engagement balance in scoring complements Customer.io’s ability to engage customers at the most opportune times.

Actionable Data Insights

The intent score, used within Customer.io, helps prioritize leads, making outreach strategies more efficient and data-driven.

Adaptable Campaigns

The extensible nature of Summit’s scoring system allows Customer.io users to continuously adapt their marketing campaigns and strategies based on evolving customer behaviors and market trends.

The integration of Summit's intent scoring app with Customer.io represents a powerful combination for businesses looking to optimize their lead scoring and engagement strategies. This collaboration provides a data-driven, flexible, and interpretable system for measuring purchase intent, significantly enhancing the ability to prioritize efforts, focus on high-intent leads, and tailor strategies for maximum conversions and customer engagement.

Start using

Intent Scoring

in your

Customer.io

workflows

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Intent Signals (Triggers) for Health & Wellness

For a model focused on health and wellness, recalculating lead scores involves identifying triggers that indicate user engagement, commitment to health goals, and potential for long-term model usage or upsell opportunities. These triggers are typically aligned with user activities, interactions, and behavioral patterns that feed into the model. Here's a list of potential triggers for recalculating lead scores in a health & wellness context:

User Engagement Triggers

Usage Frequency
  • Regular logins and consistent use of the health & wellness app or service.
  • Duration of each session.
Goal Setting and Tracking
  • Setting personal health and wellness goals.
  • Regularly tracking progress towards these goals (e.g., logging meals, workouts).
Interaction with Content
  • Engagement with educational content, like articles, videos, or podcasts.
  • Participation in challenges or interactive features.
Community Interaction
  • Active participation in community forums or groups.
  • Sharing experiences or tips with other users.
Feedback and Surveys
  • Providing feedback through in-app surveys or ratings.
  • Reporting bugs or suggesting improvements.

Behavioral and Health Triggers

Achievement of Milestones
  • Reaching personal health milestones (e.g., weight loss, fitness levels).
  • Consistent improvement in tracked health metrics (like steps, sleep quality).
Health Data Integration
  • Syncing your app with other health devices or apps (like wearables).
  • Regular updates of health data (e.g., blood pressure, glucose levels).
Wellness Program Participation
  • Enrolling in and completing in-app wellness programs or courses.
  • Repeated enrollment in similar or advanced programs.

Subscription and Financial Triggers

In-App Purchases
  • Making purchases within your app (e.g., premium content, subscriptions).
  • Repeat purchases or upgrades to higher subscription tiers.
Subscription Renewals
  • Renewing subscriptions without lapses.
  • Upgrading from a free trial to a paid subscription.
Gift or Referral Activity
  • Gifting app subscriptions or features to others.
  • Referring new users to the app or service.

Engagement Outside the App or Service

Social Media Interaction
  • Engaging with your brand on social media platforms.
  • Sharing content or personal achievements on social media.
Event Participation
  • Registering for and participating in events or webinars you host.
  • Engaging in community meet-ups or health-related events.

Personalization and Preferences

Customization of Features
  • Personalizing app settings to fit individual needs.
  • Frequent use of customizable features (like meal plans, workout schedules).
Feedback on Personalization
  • Providing feedback on the effectiveness of personalized plans or recommendations.
  • Requesting specific features or content.

In a health & wellness mobile app, recalculating lead scores based on these triggers can help identify highly engaged users, potential brand ambassadors, and those likely to upgrade or make in-app purchases. This approach enables more targeted and personalized user engagement strategies, fostering a stronger community and driving business growth through improved user retention and monetization.

Learn more about how to connect Summit to Customer.io here.

Everything you need to start scoring leads today.

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