The engagement score is a weighted average of six dimension scores. Each dimension is worked out separately on a 0 to 100 scale, then multiplied by its weight and added together.

The overall 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%

Everything below is measured inside the Time Period you choose on the report, and only active constituents are scored.

Volunteering score

• Hours logged: 100 or more = 40 points, 50 or more = 30, 20 or more = 20, 5 or more = 10.
• Task completion rate: completed tasks divided by total tasks, times 30 points.
• Active volunteer status: 30 points if they are currently active.

Events score

• Events attended: 10 or more = 40 points, 5 or more = 30, 3 or more = 20, 1 or more = 10.
• Attendance rate: events attended divided by events invited, times 30 points.
• Committee participation: 3 or more committees = 30 points, 1 or more = 15.

Email score

• Open rate: opened divided by sent, times 50 points.
• Click rate: clicked divided by sent, times 50 points.
• Bounce penalty: 20 points off if more than 20% of their email bounced.

Membership score

• Active member: 40 points if currently active.
• Tenure: 10 or more years = 30 points, 5 or more = 20, 2 or more = 10, and any membership start date at all = 5.
• Visits: 12 or more = 30 points, 6 or more = 20, 3 or more = 10, 1 or more = 5.

Giving score

• Frequency: 12 or more gifts = 30 points, 6 or more = 20, 3 or more = 15, 1 or more = 10.
• Recency: gave within 30 days = 30 points, within 90 days = 25, within 180 days = 15, within 365 days = 10.
• Total amount: $10,000 or more = 40 points, $5,000 or more = 30, $1,000 or more = 20, $100 or more = 10, and anything above zero = 5.

Leadership score

• 2 or more active board positions = 100 points.
• 1 board position = 75 points.
• No board seat but 3 or more committee roles = 50 points.
• No board seat but 1 or more committee roles = 25 points.

Turning the score into a level

• 70 and above: Highly Engaged
• 40 to 69: Moderately Engaged
• 15 to 39: Lightly Engaged
• Above 0 but under 15: Minimally Engaged

A score of exactly zero is Not Engaged, and those constituents are left out of the results altogether. The report only returns people scoring above zero.

If a number looks wrong, see Why is a constituent engagement score lower than expected.