View buying group engagement metrics

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • View a buying group engagement metrics to track how individual members and the group as a whole interact across marketing and sales activities, providing a consolidated view of participation, engagement levels, and buying readiness throughout the buying group lifecycle.

    Before you begin

    Role required: bg_admin; bg_writer

    Note:

    Engagement metrics are created automatically when Buying Group members are added. They update as members interact through marketing and sales activities and reflect current participation over time.

    Procedure

    1. Select the Buying Group record where you want to view buying group engagement metrics.
    2. Navigate to All > Buying Group > All Buying Groups.
    3. Go to Buying Group Engagement Metrics tab and view the listed metrics for each Buying Group member.
    4. On the form, view the fields:
      Table 1. Buying Group Engagement Metrics form
      Fields Description
      Engagement Score A system‑generated score that reflects the level of engagement of the Buying Group member based on signals, events, and activities across marketing and sales interactions.
      Contact Member Identifies the Buying Group member (contact) to whom the engagement metrics apply. Metrics are tracked at the individual member level within the context of the Buying Group.
      Last Engaged Date The most recent date and time when the Buying Group member interacted through a tracked marketing or sales activity. This indicates how recently the individual participated.
      Rating A qualitative classification derived from engagement data that summarizes the member’s overall engagement level within the Buying Group:
      • Cold: Indicates little to No recent engagement from the member or group. This suggests limited participation in marketing or sales interactions and may signal low awareness, low interest, or disengagement.
      • Warm: Indicates some engagement activity, but participation is inconsistent or limited. This suggests early or moderate involvement, with potential need for follow‑up or role alignment.
      • Hot: Indicates strong and recent engagement. This suggests active participation in the buying process and alignment with the ongoing sales or evaluation motion.
      • Super hot: Indicates very high and sustained engagement. This suggests strong involvement, high responsiveness, and a likely influence on decision progress.