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Complete Guide to the Constituent Engagement Score Report

Overview

The Constituent Engagement Score Report measures how engaged each constituent is with your organization across six dimensions, combining all engagement activities into a single score from 0 to 100. Instead of viewing donors, volunteers, members, and event attendees separately, this report provides a holistic view of supporter engagement.

Where to Find It

  1. Navigate to the Report Center
  2. Click Constituent Reports
  3. Select Constituent Engagement Score Report

Direct URL: /reports/ConstituentEngagement.aspx

Required permissions: Marketing Manager, Donation Manager, or Admin role. Exporter role required for exports.

The Six Engagement Dimensions

Each dimension is scored 0-100 and weighted to calculate the overall score:

  • Volunteering (20%): Hours logged, tasks completed, active volunteer status
  • Events (20%): Event attendance, attendance rate, committee participation
  • Email (15%): Email open rate, click rate, deliverability
  • Membership (15%): Active member status, tenure, facility visits
  • Giving (25%): Donation frequency, recency, and total amount
  • Leadership (5%): Board positions and committee roles

Engagement Levels

  • Highly Engaged (70-100): Your champions, active across multiple areas. Prioritize stewardship.
  • Moderately Engaged (40-69): Solid supporters with growth potential. Good cultivation candidates.
  • Lightly Engaged (15-39): Casual connection, need nurturing.
  • Minimally Engaged (1-14): Peripheral involvement, at risk of disengaging.
  • Not Engaged (0): No recorded engagement in the selected time period.

How Each Score Is Calculated

Volunteering Score (0-100):

  • Hours logged: 100+ hrs = 40 pts, 50+ = 30 pts, 20+ = 20 pts, 5+ = 10 pts
  • Task completion rate: (Completed Tasks / Total Tasks) 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: (Events Attended / Events Invited) x 30 points
  • Committee participation: 3+ committees = 30 pts, 1+ = 15 pts

Email Score (0-100):

  • Open rate: (Emails Opened / Emails Sent) x 50 points
  • Click rate: (Emails Clicked / Emails 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+ years = 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

Using the Report Filters

Time Period: Controls how far back the report analyzes activity.

  • Last 6 Months: Recent engagement trends
  • Last 12 Months: Standard annual view (default)
  • Last 24 Months: Year-over-year comparison
  • Last 3 Years / 5 Years: Historical patterns

Engagement Level: Filter to specific tiers (Highly, Moderately, Lightly, Minimally Engaged).

Min/Max Score: Set a custom score range for precise filtering.

Activity Type Switches: Filter to constituents with specific engagement types.

  • Volunteering: People with volunteer hours or active volunteer status
  • Events: People who attended at least one event
  • Email: People who opened or clicked at least one email
  • Membership: Active members or people with member visits
  • Giving: People who made at least one donation
  • Leadership: People with board positions or committee roles

Important: Multiple switches ON = AND logic. Constituents must have ALL selected activity types.

Reading the Results

  • Engagement column: Overall score and level badge
  • Dimension Scores: Mini badges show V (Volunteer), E (Event), M (Email), B (Membership), G (Giving), L (Leadership). Faded badges indicate no activity in that dimension.
  • Activity Flags: Icons show which areas have activity (colored = active, gray = inactive)
  • Click any constituent name to open their full profile

Common Use Cases

Find your champions: Set Engagement Level to Highly Engaged (70+)

Find volunteers who could become donors: Turn ON Volunteering, leave Giving OFF, look for high Volunteer Scores with Giving Score of 0

Find lapsed supporters: Set Time Period to Last 24 Months, Engagement Level to Minimally Engaged

Find multi-dimensional supporters: Turn ON Volunteering + Events + Giving to find people engaged in all three areas

Find board prospects: Turn ON Giving + Events with high scores, or turn ON Leadership to see current leaders

Exporting Data

  • Export to Excel: Full data with 31 columns including all scores and raw metrics
  • Export to PDF: Printable landscape view of current results
  • Add List to Mail Room: Create a mailing list from filtered results

Troubleshooting Low Scores

If a score seems lower than expected:

  • Check the time period: Activity outside the selected range does not count
  • Verify data entry: Volunteer hours, event attendance, and visits must be logged
  • Email tracking: Only emails sent through Argenta are tracked
  • Inactive status: Inactive volunteers/members lose status points
  • Dimension weights: Giving is weighted highest at 25%, so non-donors score lower overall

Related Reports

  • RFM Donor Segmentation Report: Deep analysis of donor behavior (Fundraising Reports)
  • Lapsed Donors (LYBUNT) Report: Donors who gave last year but not this year (Fundraising Reports)
  • Volunteer Hours Report: Detailed volunteer activity tracking (Volunteer Reports)
Reconnecting…