🎯 Objective: This article explains how to customize the buying phases of your leads or contacts in Plezi. This will allow you to control their progression from one phase to another and adjust the scores assigned to each stage based on your marketing goals.
Where to Find This Feature?
1. Go to your account settings.
2. Navigate to the Lead Management section, then select Buying phases.
Quick Reminder About the Buying Cycle
The buying cycle consists of several key phases with default thresholds:
Discovery → Score: 0
Evaluation → Score: 20
Purchase → Score: 40
In this section, you can define the score assigned to each phase of the buying journey.
These scores directly impact the progression of contacts through the cycle and determine the content that will be automatically sent to them via the smart campaign.
Recommendations for Properly Setting Scores
❗The Smart Campaign is sent every morning at 9 AM. Modifying phase scores at this time may disrupt the algorithm. To ensure proper processing, make your changes the day before (D-1) or the day after (D+1).
📌 A lead in the evaluation phase receives emails tailored to this stage. If the required score changes suddenly, some may skip steps or stop receiving the right content.
🔗 Marketing tips:
Lead Scoring: How to make sure you can identify leads that are ready-to-buy: Understand how to structure your scoring to optimize your lead generation