What is the Constituent Engagement Score Report

This article is about the Constituent Engagement Score Report. Argenta has a second engagement score that works differently: the one on the Score tab of a constituent record and in the Engagement column on the constituent list. That score is built from four parts, Breadth, Depth, Engagement and Momentum, it is recalculated every night, and an administrator can change how much each part counts. Its levels are named Hot, Warm, Cool and Dormant.

The two scores can give the same person different numbers, and nothing below applies to the Score tab. For that one, see How the Constituent Engagement Score Works.

The Constituent Engagement Score Report measures how involved each person is with your organization and boils it down to a single number from 0 to 100. Rather than looking at donors, volunteers, members, and event guests in separate reports, it puts all of that activity side by side.

The six dimensions

Each dimension is scored out of 100 on its own, then weighted to produce the overall score:

• Volunteering (20%): hours logged, task completion, active volunteer status.
• Events (20%): events attended, attendance rate, committee participation.
• Email (15%): open rate and click rate, with a penalty for heavy bouncing.
• Membership (15%): active member status, how long they have been a member, visits.
• Giving (25%): how often they give, how recently, and how much.
• Leadership (5%): board positions and committee roles.

Giving carries the most weight, so a devoted volunteer who has never given will still score lower than you might expect. That is worth knowing before you read too much into a single number.

The filters: time period, level, a score range, and activity type.

The engagement levels

• Highly Engaged (70 and up): your champions, active across several areas.
• Moderately Engaged (40 to 69): solid supporters with room to grow.
• Lightly Engaged (15 to 39): a real but casual connection.
• Minimally Engaged (above 0, under 15): on the edges, and the group most at risk of drifting away.

There is a fifth level, Not Engaged, for a score of exactly zero. You will not see those people in the results: the report only returns constituents with a score above 0. So if someone you expected is missing entirely, a zero score is the likely reason.

Each row shows the six dimension chips, the band, and the score out of 100.

What it is good for

• Seeing your most engaged supporters as whole people rather than one record type at a time.
• Spotting the volunteer or event regular who has never been asked for a gift.
• Catching supporters whose involvement is fading while you can still do something about it.
• Building a segment for a targeted appeal, straight into a Mail Room list.

Ready to run it? See How to Use the Constituent Engagement Score Report, or the full reference in Complete Guide to the Constituent Engagement Score Report.