Lead Scoring & Lifecycle Stages

Lead Scoring & Lifecycle Stages

Lead Scoring

OM_LeadScoring assigns points to subscribers based on behaviour. The cumulative lead_score column on om_subscribers tracks total points.

Default Rules

Rules are stored in om_lead_score_rules and editable in the admin.

php// Score a subscriber for an event
OM_LeadScoring::score( $subscriber_id, 'email_click' );

// Get current score
$score = OM_LeadScoring::get_score( $subscriber_id );

// Add custom points directly
OM_LeadScoring::add_points( $subscriber_id, 25, 'manual_award' );

// Get the configured points for an event type
$pts = OM_LeadScoring::get_points_for( 'form_submit' );  // returns int

Scoring fires: do_action( 'om_lead_score_updated', $subscriber_id, $old_score, $new_score )

Lifecycle Stages

OM_Lifecycle tracks where each subscriber is in the customer journey.

Default Stages

Auto-transition Rules — each stage can have JSON rules that automatically move a subscriber forward:

php// Auto-rule conditions
'lead_score_gte'        // lead score >= value
'lead_score_lte'        // lead score <= value
'total_purchases_gte'   // WooCommerce purchase count >= value
'engagement_score_gte'  // engagement score >= value
'days_since_subscribe_gte' // days since signup >= value
'has_tag'               // subscriber has tag (slug)

php// Manually move a subscriber to a stage
OM_Lifecycle::set_stage( $subscriber_id, 'customer' );

// Get current stage
$stage = OM_Lifecycle::get_stage( $subscriber_id );  // returns slug string