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. And it matters so much because if you can’t measure engagement, how can you improve upon it?
- Whom should I contact to champion engagement within the class of 1995?
- Who are the most likely event attendees in and around New York?
- 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 help you identify which stage of the funnel they are in.
Part 2: Engagement Activity Count
Technically, there are going to be a lot more opportunities for someone to open an email than there will be to attend an event. So we are going to just take the total count of activities completed by the user. So if the total activities for a user are 200, that includes all the events they have attended, and the emails they have opened.
Part 3: Engagement Rating = Engagement Stage + Total Activities
When you toggle Engagement Rating on Data studio, you will see a single column that encompasses both the Engagement stage and the total activities.
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, you can request early access and you will be one of the first ones in the world to try it out 🙂Request Early Access