Getting Started

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The following information provides an introduction to the various options and should help you get started with using Scoreboards. Clicking on the name of an item will move you to an area providing detailed information.

NOTE: You will want to make sure you are a Content Super Admin in order to work with Scoreboards.

 

Scoreboards for Giving   Scoreboards for Events

 

 

Scoreboards for Giving

 

Campaign Progress Indicator (Thermometer)

The Campaign Progress Indicator will count the number of donors, dollars, or gifts that are made to a single giving form or to a single designation. The progress bar can be styled in a number of different ways. The Campaign Progress Indicator can have the user click to the giving form and/or to a supplemental page.

Maps

The Map functionality will count the number of donors or gifts, and dollars made to any selected giving form(s) regardless of the designation. The Maps available are the Canadian provinces, Australian Provinces, US, and globe. The Map can be customized by the verbiage and colors. There is no click through feature available. The Map location is populated off of the state/country field on the form. If that doesn't exist, then the billing state/country will be looked at.

Donor Roll

The Donor Roll will display the name and the gift amount for anyone who has made a gift to any selected giving form(s). While completing their gift, the donor must opt in to publishing their name and amount through two checkboxes on the form. The verbiage can be changed on this as well as the icon next to each donor. View a sample Donor Roll.

Affiliations

Affiliations allows the donor to select their affiliation from the “scoreboard affiliation” drop down on the giving form. The results are displayed as a percentage of the donors through all linked giving forms (can be multiple). The Affiliation options in the drop down can be customized for each community. The user facing display can have further customized verbiage and icons.

Leaderboards

Leaderboards will count the number of donors, dollars, or gifts made through any linked giving form(s). The segmentation on the Leaderboard can be based off of a designation OR a custom data drop down that is added to the giving form. (i.e. Class Year, Regional Club/Group). Designations and data points can be grouped together for larger umbrella categories (i.e. all European clubs could be rolled up into “Europe”) and you can have as many or as few segments in the Leaderboard as you would like. Goals can be added for each segment as well as a percentage to goal. There is the option of linking the segments to the giving form or not (no further linking is available). There is also the option to add Challenge/Bonus funds based on the “leader/winners”

Social Web

When someone makes a gift, they have the option of sharing it to Facebook or Twitter. The photo and caption is predetermined by the admin. All gifts that were made by someone clicking on the shared Facebook or Twitter post will be tracked so you can associate who made a gift based off a social network, who influenced the gift, and how many donors / gifts were associated with each share.

Note: when a friend clicks on a shared Facebook/Twitter link, they will be taken to the Campaign detail page. Since the Campaign detail pages are typically not utilized, the only traffic to the page will most likely be driven from Facebook or Twitter shares. We suggest adjusting this page to reflect that by adding language, i.e. “Thank you for joining your friends to support XXX” or by adding scoreboards.

Campaign Performance Dashboard

This is a visual representation of the appeal codes that are in use. Appeal codes are usually set up toward the end of projects, but it is useful to know up front that they can be seen here. By keeping this in mind from the beginning, you can plan out which appeal codes you want to use and how granular you would like them to be.

Scoreboards for Events

 

Maps

The Map functionality will count the number of primary registrants and/or guests to any selected event form(s). The Maps available are the Canadian provinces, Australian Provinces, US, and globe. The Map can be customized by the verbiage and colors. There is no click through feature available. The Map location is populated off of the state/country field on the form. If that doesn't exist, then the billing state/country will be looked at. Guests will default to the primary registrants location unless there is a state/country field for each guest.

Affiliations

Affiliations allows the primary registrant and/or guests to select their affiliation from the “scoreboard affiliation” drop down on an event form. The results are displayed as a percentage of the registrants through all linked event forms (can be multiple). The Affiliation options in the drop down can be customized for each community. The user facing display can have further customized verbiage and icons.

Leaderboards

Leaderboards will count the number of registrations on an Event form. Segmentation will be based off of a custom data drop down that is added to the registration form. (i.e. Class Year, Regional Club/Group). Data points can be grouped together for larger umbrella categories (i.e. all European clubs could be rolled up into “Europe”) and you can have as many or as few segments in the Leaderboards as you would like. Goals can be added for each segment as well as a percentage to goal. There is the option of linking the segments to the registration form (no further linking is available).

Social Web

When someone registers, they have the option of sharing it to Facebook or Twitter. The photo and caption is predetermined by the admin. All registrations that were made by someone clicking on the shared Facebook or Twitter post will be tracked so you can associate who registered based off a social network, who influenced the registration, and how many registrations were associated with each share.

Note: when a friend clicks on a shared Facebook/Twitter link, they will be taken to the Event detail page.

Campaign Performance Dashboard

This is a visual representation of the appeal codes that are in use. Appeal codes are usually set up toward the end of projects, but it is useful to know up front that they can be seen here. By keeping this in mind from the beginning, you can plan out which appeal codes you want to use and how granular you would like them to be.