On Almabase, you’ve always had access to the engagement summary of a record. And it’s a great way to look at historical engagement over email, gifts, events etc.

But what engagement summary failed to do, was give you a sense of who is relatively more engaged with your organization with respect to another. Well, you could manually go into each profile and figure it out in 15 hours, but who has that kind of time?

Measuring engagement is an age-old problem for schools. It matters so much because if you can’t measure engagement, how can you improve upon it?

While there are many models out there – and we won’t get into the details on this post, but let’s take a peek at what’s changing on your Almabase platform, and how you can use it to answer the following questions.

  1. Whom should I contact to champion engagement within the class of 1995?
  2. Who are the most likely event attendees in and around New York?
  3. If I am trying to get first-time event-goers, who should I be targeting?

Part 1: Understanding the funnel & engagement stages

The funnel is no stranger to those in advancement. And it makes sense because there is a logical path that a constituent record goes through from being just a contactable record to a donor.

A funnel helps you visualize how people move from step to step inching toward your final goal.

For the Engagement Rating, we’ve taken user activities and mapped them to the funnel to understand where a person stands with respect to your organization.

The engagement stage shows how deeply the user has engaged with your organization. We’ve split it into 4 stages (excluding users who have no recorded interaction) – stage 4 being the highest stage of engagement.

Each stage is denoted by a set of dots that will help you identify where they are in the funnel.

Part 2: Engagement Activity Count

Technically, there are going to be a lot more opportunities for someone to just open an email; than there will be to attend the event. So we are going to take the total count of activities completed by the user. If the total activities for a user are 200, it includes the number of events they have attended and the emails they have opened.

Part 3: Engagement Rating = Engagement Stage + Total Activities

When you toggle the Engagement Rating on Data studio, you will see a single column that encompasses both the Engagement stage and the total activities.


How can you use engagement rating?

One of the reasons you would use engagement rating is to sort your constituents in decreasing order of engagement.

Every time you need to order a segment by class, city, potential event attendees, etc., you could always filter it down on Data studio and sort by the engagement rating to figure out whom you could focus on for attending an event, or even volunteering.

The objective here is not to make sure that the person who is at the top of the list is, in fact, the most engaged, but relatively should be considered one of your more engaged users; as opposed to sorting the members if that segment alphabetically.

You could additionally use it to track the growth of your highly engaged users over time.


We’d love to hear your thoughts on this feature. Let us know in the comments below how your school measure engagement, and how you would like to see the measurement develop.

Engagement rating will be available soon for all our partner schools. If you would like to get early access to this feature and try it out with your own data, simply let us know!
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