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How to Score and Qualify Leads with Logic

Turn a form into a lead qualification machine: weight answers about budget, size, and role into a score, then route qualified leads straight to a booking page.

Not every lead deserves the same follow-up. A lead scoring form asks a few qualifying questions, turns the answers into a number, and treats each respondent accordingly: high scores go straight to your calendar, everyone else gets a polite thank-you and enters the nurture list. This tutorial builds the whole flow with the built-in score variable and three rules.

If rules and variables are new to you, read How to add logic to your form first.

The example

A B2B quiz with four questions: company size, monthly marketing budget, whether the respondent is the decision maker, and their work email. Three of them award points; the last one routes.

The lead qualification quiz: three scoring questions and the email question

Step 1: Decide the weights

Write down what makes a lead valuable for you and give each signal a weight. Ours:

SignalPoints
Company size 201–500 or 500++20
Budget $20,001++25
Is the decision maker+20

Maximum score 65; anything above 30 is a qualified lead (at least two strong signals). Choose thresholds you can defend, and adjust them as real leads come in.

Step 2: Add the scoring rules

On each qualifying question, open the Logic tab and add the rule. For company size, one rule with two OR conditions covers both large-company answers:

Rule on the company size question: 500+ or 201–500 adds 20 points to score

Repeat for the budget and decision-maker questions with their own points. Different weights per answer of the same question also work: chain rules with Else (“$20,001+ adds 25, else $5,001–$20,000 adds 10”).

Step 3: Route on the last question

The email question comes last and doesn’t score, so it’s the right place to read the total. Add the rule: IF score is greater than 30, THEN Go to the qualified ending. The Otherwise path sends everyone else to the standard thank-you.

Rule on the email question routing scores above 30 to the qualified ending

Step 4: Make each ending earn its keep

The qualified ending is prime real estate: use its call-to-action button to link your scheduling page (“Book your demo”), or Auto-redirect straight to it, passing @score and the email as URL parameters for your CRM.

Instead of writing several endings by hand, you can also let AI personalize a single one: the ending’s AI tab generates the title and description per respondent from a prompt that can reference answers and the score.

The AI tab of an ending screen, with prompts for title and description

Conclusion

You’ve built lead scoring end to end: weighted rules on the qualifying questions, a threshold rule on the final question, and endings that treat qualified leads differently.

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