Leaderboards

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Accessing

From the Content Modules menu, hover over Scoreboards.

From the flyout options shown, click and hold on Leaderboard in order to drag and drop it onto your page.

Configuration (using Designations)

  1. Click the gear icon for the module - map_gear.png.

  2. Provide a Title. A Sub Title is optional.

  3. Set a Display From date and a Display To date. These determine when the Leaderboard will display.

  4. Set the Time Zone. The default will be the time zone set on your computer.

  5. Click Next.

  6. Set the Leaderboard Type. The options are Designations or Custom Data Point. These instructions will walk through using Designations as the chosen option.

  7. Select the Primary Form Source. If Designations is the Leaderboard Type chosen, the only option is Giving.

  8. Set the Transactions From date and the Transactions To date. These determine the time frame of data to include.

  9. You will need work with the Available Forms to select the form(s) that will provide the data to populate the Leaderboard. Use the arrow buttons to move forms from the left box to the right box. Only those in the right box will be used.

    available_forms_1118.jpg

  10. Select the Designation(s). Use the arrow buttons to move designations from the left box to the right box. Only those in the right box will be used.

  11. There is an optional checkbox if you would like to have a designations roll up underneath a parent.

    designation_rollup.png
    If you check the box, additional information will need to be provided.

    a. Provide a Grouping Name.
    b. Select the Designations.

    If more groupings are needed, use the Add Grouping button.

  12. Set the Display Limit. The default is 10.

  13. Set the Show All verbiage.

  14. Set the Parent Form. The Parent Form is a Giving Form that allows you to create URL customizations with &dids and be linked to your leaderboard.

    If you choose a Parent Form, you can also set an Appeal Code.

    appeal_code_leaderboard_1118.png

  15. Click Next.
  16. Set the Rank Leaderyboard by value. This setting determines the value used to auto sort the Leaderboard by. The options are Dollars or Participation.

    rank_leaderboard.png
  17. There is a Challenge/Bonus area available if you want to utilize this functionality.
  18. Set the Available Bonus Funds.
  19. Set the Distribution Method.
    Relative Percentage - Bonus funds are distributed across all designations/Custom Data Point fields based on the percentage of dollars or participation.

    Preset Ranking - Bonus funds are allocated to specific ranks based on the dollars or participation.
  20. Set how to Distribute Bonus Funds (if Relative Percentage is chosen). The options are Relative Percentage of Dollars or Relative Percentage of Participation.
  21. Set the Number of Ranks (if Preset Ranking is chosen).
  22. Set the Bonus Fund Allocation (if Preset Ranking is chosen).
  23. Click Next.
  24. Define the Styles for various elements.

    headers.png

    column_headers_designations.png

    table_styling.png

  25. There is an option to work with Advanced CSS Styling.

  26. Click Save.

Configuration (using Custom Data Points)

  1. Click the gear icon for the module - map_gear.png.

  2. Provide a Title. A Sub Title is optional.

  3. Set a Display From date and a Display To date. These determine when the Leaderboard will display.

  4. Set the Time Zone. The default will be the time zone set on your computer.

  5. Click Next.

  6. Set the Leaderboard Type. The options are Designations or Custom Data Point. Custom Data Point will require you to create a new field in an Event, Giving, or Membership form. It is useful if there is a special field (Class Year, Greek House, Clubs) you would like to use to drive the Leaderboard. These instructions will walk through using Custom Data Point as the chosen option.

  7. Select the Primary Form Source. The options are Events, Giving, or Membership.

  8. Set the Transactions From date and the Transactions To date. These determine the time frame of data to include.

  9. You will need work with the Available Forms to select the form(s) that will provide the data to populate the Leaderboard. Use the arrow buttons to move form(s) from the left box to the right box. Only those in the right box will be used.

    available_forms_custom_data_point.png

  10. Select the Custom Field from the dropdown.
    NOTE: the field will need to be created on the Event, Giving, or Membership form using the Leaderboards - Custom Data Point field type.

  11. Select the Available Field Value(s). Use the arrow buttons to move values from the left box to the right box.

    available_field_values_1118.png

  12. There is an optional checkbox if you would like to have values roll up underneath a parent.

    roll_up.png

    If you check the box, additional information will need to be provided.

    a. Provide a Grouping Name.
    b. Select the values.

    If more groupings are needed, use the Add Grouping button.

  13. Set the Display Limit. The default is 10.

  14. Set the Show All verbiage.

  15. Set the Parent Form.

    If you choose a Parent Form, you can also set an Appeal Code.

    appeal_code_leaderboard_1118.png

  16. Click Next.

  17. Set the Rank Leaderyboard by value. This setting determines the value used to auto sort the Leaderboard by. The options are Dollars or Participation.

    rank_leaderboard.png
  18. There is a Challenge/Bonus area available if you want to utilize this functionality.

  19. If applicable, set the Available Bonus Funds.
  20. Set the Distribution Method.
    Relative Percentage - Bonus funds are distributed across all designations/Custom Data Point fields based on the percentage of dollars or participation.

    Preset Ranking - Bonus funds are allocated to specific ranks based on the dollars or participation.

  21. Set how to Distribute Bonus Funds (if Relative Percentage is chosen). The options are Relative Percentage of Dollars or Relative Percentage of Participation.

  22. Set the Number of Ranks (if Preset Ranking is chosen).

  23. Set the Bonus Fund Allocation (if Preset Ranking is chosen).

  24. Click Next.
  25. Define the Styles for various elements.

    headers.png

    column_headers_custom_data.png

     

    NOTE - Class Year is showing since it is the custom data point field created for this scenario.

    table_styling.png

  26. There is an option to work with Advanced CSS Styling.

  27. Click Save.

Business Rules

  • A Challenge only impacts the Leaderboard you set it up for.
  • For Challenges, the following items must be a positive number: Dollar Amount, Bonus Funds, Percentages, and Ranks.
  • Custom fields are supported for Events, Giving, and Membership if you set them up using the Leaderboards - Custom Data Point data field type.

  • You will be able to have a unique field and set of values from form to form (example Event to Event).
  • Offline donations are supported as long as the constituent form submission has been successfully completed on the admin side.

  • Designations/custom field set in one grouping cannot be reused in another grouping within a given Leaderboard.

  • Appeal Code is only applied when one has a linkable Leaderboard (parent has been set).

  • Appeal Code can be used across Leaderboards (i.e. Leaderboard 1 has Appeal Code = AnnualFund, Leaderboard 2 has Appeal Code = GiveDay2018).

  • Appeal Code on a Leaderboard is applied to all items within. No unique appeal codes can be set for each item within the same leaderboard.

  • Gifts made to child designations (for collection window purposes) will not roll up to the parent designation in reporting.

    For example, gifts made to CABM Lecture Series Fund and CABM Research Excellence Fund would not roll up to Center for Advanced Biotechnology and Medicine.

    child_parent.png

 

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