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Best Practices for creating scoring profiles

Best Practices for creating scoring profiles

Simon Herd avatar
Written by Simon Herd
Updated this week

Summary

Guidelines for building an effective Scoring profile in Accoil, including event selection and weighting strategies.

How this helps

Ensures a well-structured rofile that accurately measures customer health and engagement

How to create a strong Score Profile

Setting up a Score Profile in Accoil helps you measure customer health effectively. Here are some best practices and frequently asked questions:


How many events should be in my profile?

You may be tracking dozens of events, but typically only 10-20 key events truly matter when assessing engagement. Successful models have included as few as 5-7 events, while others use 20+, but 10-20 is a solid rule of thumb.

  • Too few events? This can limit the accuracy of your scoring model.

  • Too many events? It can make your profile overly complex and harder to interpret.

A well-balanced Profile captures diverse user behaviors without overwhelming the scoring model.

How should I weight each event?

A smart scoring profile blends high, medium, and low weights. Here’s what each range typically represents — and examples to guide your setup:

Weight Range

Descriptor

What It Tells You

Example Events

7 - 10

Very important

High value

High impact

High engagement

Primary signals

These events are make-or-break. They either reflect deep engagement or are essential to product success — like publishing a form or creating a report. Without these, users aren’t really “using” your product.

  • Created a form

  • Published a template

  • Completed onboarding

  • Connected a data source

4 - 6

Moderately important

Moderate value

Moderate impact

Steady engagement

Secondary signals

These are your dependable indicators. Regular use of these features shows the product is being used as intended — they support the key flows, even if they’re not the flashiest moments.

  • Viewed form submissions

  • Added a teammate

  • Scheduled a report

  • Used a saved filter

1 - 3

Slightly important

Lower value

Lower-impact

Lower engagement

Tertiary signals

These are basic, routine actions (like logging in or viewing a dashboard). Good to know, but not very telling when it comes to actual engagement or product value.

  • Logged in

  • Visited homepage

  • Viewed help doc

  • Clicked on a notification

0

No impact

Not scored

Omitted signals

These events don’t contribute to a meaningful health score. If they don’t help you tell the story of user success, it’s better to leave them out.

  • Resized a window

  • Changed theme

  • Opened a settings menu (without making changes)


What if I miss an important event?

One of the most powerful features in Accoil’s Events tab is the ability to spot important but unscored events. A few days after setting up your first score, check:

  1. Unscored events that are generating high engagement. Consider adding these to your scoring profile for better accuracy. ​

  2. The Events tab, allows you to view a list of all your scored (and non-scored events), their activity levels as well as how much engagement each event is driving.

    Find out how to determine which Events that drive the most engagement


Can I update my profile later?

Absolutely! Profiles in Accoil are flexible and easy to update.

  • During the first few days, expect to iterate on your score multiple times.

  • When you update your Profile, your reporting calculations refresh automatically, ensuring accurate insights without disrupting past data.


Can I Score different User Groups separately?

Yes! You can create multiple scoring profiles in Accoil.

  • We recommend maintaining a general score for all users before setting up more specific profiles.

  • Tailor additional Profiles to different user segments as needed.


Trust your expertise

You know your product better than anyone. Creating an effective scoring model should feel intuitive based on how users engage with your product.

Need help refining your scoring model? Contact us!

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