Leaderboards

Leaderboards are an easy way to visualize and rank various Donation Campaigns (participation based on Designations, Groupings, or Custom data points).

Roles and Privileges

Content Super Admin - To add the module to a content page.

Adding Leaderboard Content Modules

To add Leaderboards from Content Modules:

Click on the Content tab from the top toolbar. You can see a Content toolbar appears.
Hover your mouse over Content Modules from the Content toolbar. A context menu appears.
From the context menu, hover your mouse over the Scoreboard module. A fly-out menu appears.
From the fly-out menu, drag and drop Leaderboard to your page.

Note: You can also add/remove Leaderboard by enabling Content Builder mode.

Configuring Leaderboard Using Designations

To configure Leaderboard go to the Leaderboard module created on the page. You can see two options to work with:

Keep Existing Settings
Update from Template

We are going to discuss both options in this section.

Keep Existing Settings

Go to the Leaderboard module created on the page.
Click Configure Control gear icon for the module. This opens the Configure Leaderboard page.
Under the Attributes tab, select Keep Existing Settings radio button.
Provide a Title. The Subtitle is optional.
Set a Display From and a Display To date. These determine when the content gets visible. Display To is optional. If you do not enter a Display To date, the content continues to be visible until you enter an end date.
Set the Time Zone. The default is the time zone set on your computer.
Click Next to proceed to the next page, Source.
Set the Leaderboard Type as Designation.
Primary Form Source is automatically set as Giving if you select Leaderboard Type as Designation.
Set the Transactions From date and the Transactions To date. These determine the time frame of data to include
You need to work with the Available Form(s) to select the form(s) that is going to 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 are in use.
Select the Designations(s) to include. Use the arrow buttons to move designations from the left box to the right box. Only those in the right box will be used.
Click the checkbox to have multiple designations roll up underneath a parent heading. This is optional, if you check the box, additional information you have to provide.
- Grouping Name.
- Selected Designation(s).
If you need more groupings, use the Add Grouping button
Display Limit defaults to 10 and can be changed. This determines the number of Designations to the initial display.
Show More Verbiage allows admins to customize what users get to see when they want to see more than the display limit allows.
Select the Parent Form. The Parent Form is a Giving Form that allows you to create URL customizations and link to your Leaderboard.
If you choose a Parent Form, you can also set an Appeal Code
Click Next to proceed to the next page, Additional Options.
Set the Rank Leaderboard by: value. This setting determines the value used to auto-sort the Leaderboard by. The default options are Dollars or Participation.
There is a Challenge/Bonus option available if you want to utilize this functionality. To utilize it, you must toggle it to "on".

Enabling Challenge/Bonus gives you additional options:
1. Available Bonus Funds
2. Distribution Method
  Note:
  - 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.
Set how to Distribute Bonus Funds (if Relative Percentage is selected). The options are Relative Percentage of Dollars or Relative Percentage of Participation.

or
Set the Number of Ranks (if Preset Ranking is selected).
Set the Bonus Fund Allocation (if you chose Preset Ranking ).
There is a Goals option available. To use this, you must toggle it to "on".
After you enable the Goal option, set the Goal Type: as Dollars or Participation.
Set the Goal Allocation for each item.
You can mark a checkbox if you want to "Keep tracking goals after a goal is met".
Click Next to proceed to the next page, Style.
Define the Styles for various elements.
There is an option to work with Advanced CSS Styling.
Click Save. Save closes the window and takes you back to the Content page.

Saving Leaderboard Template

You can save the Leaderboard Template so that you can use the saved template next time without creating the similar one from scratch.

When you create a New Leaderboard, click Save as Template option at the bottom of the page. This will prompt you to enter the Template Name and then click Save.

Note: When you try to save the Leaderboard Template with a duplicate name, Encompass will not accept and throws up an Error.

Update from Template

After you save the Leaderboard Template, you can see two options when you go to Configure Leaderboard next time. Use Update from Template if you want to reuse your already saved Template.

Go to the respective Leaderboard from your Content Module.
Click Configure Control gear icon for the module. This opens the Configure Leaderboard page.
Select the Update from Template radio button. This enable the options to select the saved Template.
Select a saved template from the Template drop-down menu. You can see all the existing fields get updated with the predefined values present in the Template.
Provide Leaderboard Title.
Click Save to complete the configuration.

Note: You can make changes to the selected Template. If you want to keep the changes, click Save as Template or Click Save to continue without saving the changes in the Template. Your changes will get reflected in the Leaderboard which you have configured.

Configuring Leaderboard Using Custom Data Points

To configure the Leaderboard module:

Go to the Leaderboard module created on the page.
Click Configure Control gear icon for the module. This opens the Configure Leaderboard page.
Under the Attributes tab, provide a Title. The Subtitle is optional.
Set a Display From and a Display To date. These determine when the content gets visible. Display To is optional. If you do not enter a Display To date, the content continues to be visible until you enter an end date.
Set the Time Zone. The default is the time zone set on your computer.
Click Next to proceed to the next page, Source.
Set the Leaderboard Type as Custom Data Point.

Note: Custom Data Point requires creating a new field in an Event, Giving, or Membership form using the Leaderboards – Custom Data Point field. It is helpful if there is a special field (Class Year, Greek House, Clubs) you would like to use to drive the Leaderboard.
Select the Primary Form Source from the drop-down options (Events, Giving, or Membership).
Set the Transactions From date and the Transactions To date. These determine the time frame of data to include.
You need to work with the Available Form(s) to select the form(s) that is going to 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 are in use.
Select the Custom Field from the drop-down.

Note: This field must be created first on the Event, Giving, or Membership form using the Leaderboards - Custom Data Point field type.
Select the Available Field Value(s). Use the arrow buttons to move values from the left box to the right box. Only those in the right box are in use.
Click the checkbox to have multiple designations roll up underneath a parent heading. This is optional. If you check the box, additional information will need to be provided.
1. Grouping Name.
2. Selected Field Value(s).
If you need more groupings, use the Add Grouping button
Display Limit defaults to 10, and can be changed.
Show More Verbiage allows admins to customize what users get to see when they want to see more than the display limit allows.
Select the Parent Form.
If you choose a Parent Form, you can also set an Appeal Code.
Click Next to proceed to the next page, Additional Options.
Set the Rank Leaderboard by value. This setting determines the value used to auto-sort the Leaderboard by. The default options are Dollars or Participation.

Note: If you enable Goals, additional options get enabled.
There is another option you can enable as a Challenge/Bonus. To enable this, you must toggle it to "on". You get additional options.
Set the Available Bonus Funds if required.
Set the Distribution Method.
Note:
- Relative Percentage - You can distribute Bonus Funds across all Designations / Custom Data Point fields based on the percentage of dollars or participation.
- Preset Ranking - You can allocate Bonus Funds to specific ranks based on the dollars or participation.
Set how to Distribute Bonus Funds (if Relative Percentage is selected). The options are Relative Percentage of Dollars or Relative Percentage of Participation.
Set the Number of Ranks (if Preset Ranking is chosen).
Set the Bonus Fund Allocation (if Preset Ranking is chosen).
You have a Goals option available. To enable this, you must toggle it to "on". Enabling this gives you additional fields.
Set the Goal Type: Dollars or Participation.
Set the Goal Allocation for each item.

Note: You can mark a checkbox if you want to "Keep tracking goals after you met the goal".
Click Next to proceed to the next page, Styles.
Define the Styles for various elements.
There is an option to work with Advanced CSS Styling.
Click Save. Save closes the window and takes you back to the Content page.

Note:

Goals must be a positive number.
Goals only impact the Leaderboard you set it up for.
Multiple non-member submissions with the same email address will initially show as unique individuals. After the non-member merge runs, the count will be adjusted since the records are merged.
A Challenge only impacts the Leaderboard you set it up for.
For Challenges, the following items must be positive: 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 can have a unique field and set of values from the form to form (for example, Event to Event).
Offline donations are supported as long as the constituent form submission has been completed on the admin side.
Designations / Custom fields set in one grouping cannot be reused in another group 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 = GiveDay2020).
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.
With a gift set up as recurring, the Leaderboard will include the total promised amount. Gifts set as perpetual will reflect the amount collected within the time frame set for 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 the Center for Advanced Biotechnology and Medicine.

Importing Data Into Leaderboards

The import tool is helpful for offline transactions, which you would like to include in your Leaderboard.

To import data into Leaderboards:

Click on the Content module from the top toolbar.
Identify the previously added Leaderboards module from the page.
Click on the truck icon for the Leaderboard you want to import into. This moves to the Import Offline Transactions page.
You can copy / paste the column headers provided on the Import Offline Transactions page into your file.
Note:
- The design of this tool is to allow you to upload a .csv file containing offline transactions.
- You are limited to 10,000 rows of data in the file.
- CONSTITUENT_IDENTIFIER: This is a free-form string value used in identifying constituents uniquely. Use this to reflect the total number of people and dollars accurately. An example of this could be SallyJones123RobinRd, SJonesENG97, or 48594. Repeating ID values on rows would indicate this donor-supported two or more designations within one transaction. If you need to import only one Event or Membership purchase, there is no need to list the ID on multiple lines.
- ENCOMPASS_ID: Unique ID assigned to a Designation / Custom data point field value once created in the system; you can see this ID in parentheses in the admin interface.
- AMOUNT: You must be allocated Dollar amount to a specific designation or custom data point field value.
- Date_Added: Date_Added column header must be present, but data is optional. Format for the column should be MM/DD/YYYY hh:mm AM/PM. You can use this to import transactions that will show up at a future time; blank will default to the current time.
- If you need assistance for determining how to build the file, click on the green circle icon above the sample column headers.
Upload or drag and drop the created file. Once the file is successfully uploaded, the file name displays in a green success indicator.
You can delete the Imports; however, the data also gets removed from the Leaderboard. Use the X icon to the left of a file name to remove.

Note: There is no confirmation message. Once you click the X icon to the left of the file name, the file gets deleted immediately.
Click the Back to move back to the Content page.