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How is the Constituent Engagement Score Calculated

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
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