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Rulesets

Rulesets are containers that group related scoring rules. They make it easy to manage different scoring approaches, run experiments side-by-side, and roll out changes gradually without disrupting your existing scoring system.

What Rulesets Do​

A ruleset is a collection of rules that score together. Each scoring surface — engagement, profile, account, deal — has its own rulesets. You can:

  • Organize rules by purpose (one ruleset for general engagement, another for a campaign).
  • Enable or disable entire collections at once.
  • Run A/B experiments by activating multiple rulesets simultaneously.
  • Stage changes by configuring a new ruleset alongside the existing one and switching the primary when ready.
  • Run specialized models for different lead types, segments, or business units.

Each ruleset produces its own score per lead. The primary ruleset for each surface is the one whose scores show in the UI by default.

Ruleset Configuration​

Each ruleset has:

  • Name — descriptive identifier (e.g., "MQL Scoring v2", "Holiday Campaign 2025").
  • Status — Active or Inactive. Active rulesets influence scoring; inactive rulesets are preserved but dormant.
  • Date Range (optional) — start and end dates for time-bounded activation.
  • Score Field — custom field used to track this ruleset's score (lets you track multiple score types per lead).
  • Primary flag — only one ruleset per surface can be primary at a time.

Creating a Ruleset​

  1. Open Configure > Scoring.
  2. Pick the scoring surface (Engagement / Profile / Account / Deal).
  3. Click New Ruleset.
  4. Enter a descriptive name.
  5. Configure status, dates, and primary as needed.
  6. Save, then add rules to the ruleset.

Engagement Scoring Rules page showing the Ruleset dropdown set to "Default ⭐" with the star indicator marking it as the primary ruleset, the New Ruleset and Rescore All Leads options, and a Priority Order list of engagement scoring rules with point values

Sub-Topics​

This page covers the conceptual overview. The deeper material lives in focused sub-pages:

PageCovers
Primary RulesetsWhy a primary ruleset exists, how to set it, fallback behavior
Multiple Active RulesetsLimits, interactions, score visibility in the UI
ExamplesMQL, PQL, and campaign-specific ruleset examples
Best PracticesNaming, organization, transitioning between rulesets
TroubleshootingCommon issues with ruleset configuration

Quick Examples​

Marketing Qualified Leads​

Name: MQL Scoring - Standard
Status: Active
Score Field: mql_score
Rules:
- Email Open: +5
- Webinar Attend: +20
- Whitepaper Download: +10
- Form Submit: +15

Product Qualified Leads​

Name: PQL Scoring - Usage Based
Status: Active
Score Field: pql_score
Rules:
- Login: +3
- Feature Used: +5
- API Call: +2
- Upgrade Action: +25

For more, see Ruleset Examples.