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Engagement score formula · display thresholds · scoring behaviour
Baseline 50 pts

Every contact starts at this score. All other components are added or subtracted from it. Keep it at 50 to centre the scale.

50
0 Every contact starts at 50 80
Frequency 0 to +15 pts

Rewards consistent contact. Counts interactions within the lookback window and maps to one of three tiers.

90
14 Counting interactions in the last 90 days 365
2
1 1–2 interactions → +5 pts 4
5
1 +5 pts for 1–2 interactions 20
5
3 3–5 interactions → +10 pts 10
10
5 +10 pts for 3–5 interactions 25
15
10 +15 pts for 6+ interactions 30
Recency -10 to +15 pts

Rewards fresh contact. Four tiers based on days since the most recent interaction; a penalty applies when contact has been silent for too long.

7
1 ≤ 7 days → +15 pts 14
15
5 +15 pts 25
30
8 ≤ 30 days → +10 pts 60
10
1 +10 pts 20
90
31 ≤ 90 days → +5 pts 120
5
0 +5 pts 15
180
91 ≤ 180 days → 0 pts 365
-10
-20 > 180 days → -10 pts 0
Sentiment ±20 pts

Weighted sum of interaction sentiment over the lookback window, with time decay so older interactions count less. Neutral interactions contribute zero.

180
30 Looking back 180 days; older interactions decay to zero 365
4
1 Positive = +4 × decay 10
-6
-15 Negative = -6 × decay 0
20
5 Result clamped to ±20 40
Neutral interactions: 0 pts (fixed — counts toward recency & frequency only)
Two-Way Confirmation 0 to +10 pts

Rewards genuine two-way engagement. Meetings, calls, and video calls earn points; bulk outreach emails do not count, as they're one-directional.

2
1 +2 pts per meeting / call / video call 5
10
2 Capped at +10 pts regardless of volume 20
Reciprocity Gap -5 to 0 pts

Penalises one-sided contact. Applies when all recent interactions are outbound emails or bulk sends — a signal that the contact isn't reciprocating.

5
3 Check last 5 interactions for mix of types 10
-5
-15 All 5 are outbound email → -5 pts 0
Staleness -15 to 0 pts

Penalises prolonged silence. Two escalating thresholds apply a moderate then heavy penalty the longer contact has been inactive.

180
60 > 180 days inactive → -10 pts 270
-10
-20 -10 pts 0
365
180 > 365 days inactive → -15 pts 730
-15
-30 -15 pts 0
Display Thresholds Colours only

These thresholds only affect how scores are coloured in the UI — green, amber, or red. They don't change how scores are calculated.

75
50 Score ≥ 75 shows green 95
50
20 Score ≥ 50 amber; below red 70
Live Preview
90 Positive
72 Moderate
45 At Risk
20 At Risk
Formula Summary
?
Baseline
+50
?
Max Recency
+15
?
Max Frequency
+15
?
Max Sentiment
+20
?
Max Two-Way
+10
?
Reciprocity
0 or -5
?
Staleness
0 / -10 / -15
?
Theoretical Max
110 → capped 100
score = clamp(
  50                       (baseline)
  + recency                    (-10 to +15)
  + frequency                  (0 to +15)
  + sentiment                  (-20 to +20, time-decay)
  + two_way                    (0 to +10, meetings/calls only)
  + reciprocity                (0 or -5 if last 5 are all email)
  + staleness,                 (0 / -10 after 180 d / -15 after 365 d)
  0, 100)