The Constituent Engagement Score is calculated as a weighted average of six dimension scores, each rated 0-100:
Overall Score Formula:
- Volunteering Score x 20%
- Events Score x 20%
- Email Score x 15%
- Membership Score x 15%
- Giving Score x 25%
- Leadership Score x 5%
Volunteering Score (0-100):
- Hours logged: 100+ hrs = 40 pts, 50+ = 30 pts, 20+ = 20 pts, 5+ = 10 pts
- Task completion rate: (Completed / Total) x 30 points
- Active volunteer status: 30 points if currently active
Events Score (0-100):
- Events attended: 10+ = 40 pts, 5+ = 30 pts, 3+ = 20 pts, 1+ = 10 pts
- Attendance rate: (Attended / Invited) x 30 points
- Committee participation: 3+ = 30 pts, 1+ = 15 pts
Email Score (0-100):
- Open rate: (Opened / Sent) x 50 points
- Click rate: (Clicked / Sent) x 50 points
- Bounce penalty: -20 points if bounce rate exceeds 20%
Membership Score (0-100):
- Active member: 40 points if currently active
- Tenure: 10+ yrs = 30 pts, 5+ = 20 pts, 2+ = 10 pts
- Visit frequency: 12+ visits = 30 pts, 6+ = 20 pts, 3+ = 10 pts
Giving Score (0-100):
- Frequency: 12+ gifts = 30 pts, 6+ = 20 pts, 3+ = 15 pts, 1+ = 10 pts
- Recency: Within 30 days = 30 pts, 90 days = 25 pts, 180 days = 15 pts, 365 days = 10 pts
- Total amount: $10K+ = 40 pts, $5K+ = 30 pts, $1K+ = 20 pts, $100+ = 10 pts
Leadership Score (0-100):
- 2+ active board positions: 100 points
- 1 board position: 75 points
- 3+ committee roles (no board): 50 points
- 1+ committee role (no board): 25 points