Zoho Campaigns Contact Scoring & Lead Qualification Setup

Service Scope

Zoho Campaigns Contact Scoring & Lead Qualification Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one eligible Zoho Campaigns account, and one contact-scoring framework.

The service covers the approved quantities and configuration described below in one Zoho Campaigns account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Define the Scoring Model

We translate the approved qualification criteria into up to ten supported positive or negative scoring rules.

• Campaign opens
• Link clicks
• Form or subscription activity when available
• Profile conditions
• Inactivity or disqualifying behavior

Create Qualification Tiers

We document three score tiers and create up to five reusable segments that reflect the approved definitions for low, developing, and qualified engagement.

• Tier thresholds
• Segment names
• Recommended sales or marketing action
• Re-entry behavior
• Data limitations

Validate Representative Contacts

We review representative contact records against the approved rules and document any plan, history, or data limitation that prevents a score from behaving as expected.

Testing and Validation

Before handoff, we review the completed configuration against the approved scope and test the platform behavior that can be validated safely with the access and data provided.

• Approved quantities and settings
• Names, fields, and mapping logic
• Visible platform status
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in Zoho Campaigns, and any unresolved platform or third-party dependency.

• 1 contact-scoring model
• Up to 10 approved scoring rules
• Positive and negative score logic
• 3 documented score tiers
• Up to 5 qualification segments
• Score threshold and decay review

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• Zoho Campaigns administrator access
• An active Zoho Campaigns plan that supports the approved configuration
• Final business information, brand assets, content, and implementation instructions required for the service
• Permission-based contact data and accurate marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• An eligible Zoho Campaigns plan with contact scoring
• Written qualification definitions and score weights
• Representative contacts with available activity history

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing or third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Predictive or machine-learning scoring
• Creation of missing behavioral data
• CRM deal-stage automation
• Sales process design
• Ongoing scoring optimization
• Guaranteed lead quality or conversion
• Zoho Campaigns subscription or usage fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, or revenue