Help Center › Email Marketing › Engagement & hot leads
Engagement & hot leads
Asan automatically detects high-intent leads from their campaign interactions and upgrades them to Hot status so you can prioritize follow-up.
How engagement scoring works
Every time a lead interacts with one of your email campaigns, Asan tracks the interaction and assigns engagement weight. When a lead crosses the intent threshold, they are automatically upgraded to Hot status with a visible badge — no manual scoring setup required.
Engagement scoring is fully automatic. There is nothing to configure or enable — it works in the background across all your campaigns.
Engagement signals
Asan tracks the following interactions and assigns weight to each:
| Signal | Weight | Description |
|---|---|---|
| Email opened | Low | The lead opened your email. Opens alone do not trigger hot status. |
| Link clicked | Medium | The lead clicked a link in your email. |
| Commercial link clicked | High | The lead clicked a link to a pricing page, booking page, product page, or similar commercial URL. |
| Multiple commercial clicks | Very High | The lead clicked 3 or more commercial links across your campaigns — strong buying signal. |
| Reply to campaign | High | The lead replied directly to a campaign email. |
Auto-upgrade to Hot
When a lead accumulates 3 or more commercial link clicks across your campaigns, Asan automatically:
- Upgrades the lead's status to Hot.
- Applies a visible hot intent badge on the lead's card and detail page.
- Includes the lead in your Cori daily briefing as a priority follow-up.
- Logs the upgrade event in the lead's activity timeline with the triggering interactions.
The hot intent badge is separate from manually setting a lead's status to Hot. The badge specifically indicates that the lead was auto-upgraded based on campaign engagement data.
Undoing an auto-upgrade
If a lead was incorrectly flagged as hot (e.g., they were clicking links out of curiosity, not buying intent), you can undo the auto-upgrade:
- Open the lead's detail page.
- Click the Undo button next to the hot intent badge.
- The lead reverts to its previous status and the badge is removed.
- That lead is permanently excluded from future auto-upgrades — Asan will not re-flag them, even if they continue clicking.
Viewing engagement data
To see all engagement activity across your campaigns:
- Open any campaign and go to the Engagement tab in Campaign Analytics.
- View a ranked list of your most engaged leads, sorted by total engagement weight.
- Filter by engagement type (opens, clicks, commercial clicks) to focus on specific signals.
- Click any lead to jump directly to their detail page for follow-up.
Cori and hot leads
Cori, your AI sales coach, automatically incorporates hot leads into her workflow:
- Daily briefing — hot leads are highlighted as priority follow-ups with suggested next actions.
- Chat — ask Cori "Who are my hottest leads?" and she will list them with engagement context.
- Coaching — Cori may suggest specific talking points based on which links a hot lead clicked.
Frequently asked
What counts as a commercial link?+
A commercial link is any URL pointing to a pricing page, booking/scheduling page, product page, checkout page, or similar action-oriented destination. Standard navigation links (e.g., your homepage, blog posts, social media profiles) are not counted as commercial.
Can I adjust the threshold for auto-upgrade?+
The default threshold is 3 commercial link clicks. This threshold is optimized to minimize false positives while catching genuine buying intent. If you need a different threshold for your use case, contact support.
Does opening an email count toward hot status?+
Opening an email contributes to overall engagement tracking but does not trigger the hot status auto-upgrade on its own. Only commercial link clicks count toward the 3-click threshold. This prevents false positives from leads who open emails but do not take action.
How do I turn off auto-upgrade for all leads?+
Auto-upgrade is a core feature of the engagement system and cannot be globally disabled. However, you can undo individual auto-upgrades using the Undo button on each lead, which also prevents that lead from being auto-upgraded again in the future.
Do engagement signals carry over across campaigns?+
Yes. Engagement is tracked per lead across all campaigns. If a lead clicks one commercial link in Campaign A and two in Campaign B, that counts as 3 commercial clicks and triggers the hot status auto-upgrade.
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Last updated 16 Jun 2026 · Applies to: Asan CRM