Engagement Dashboard

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Accessing

From the Decision Analytics menu, choose Engagement Dashboard.

NOTE: Only Super Admins will have access to this menu option.

Working with the Engagement Dashboard

The Engagement Dashboard will be calculating all site/GID activity within the site/GID you are in.

You can set the Date and Population by Class Year. Population is a multi-select option, so you can pick multiple class years in the dropdown, if desired.

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Information around the total constituency will be shown as well as the engagement percentage. Various engagement dimensions will also be scored.

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Engagement Dimensions

These scores are calculated based off the existing population engaged versus not engaged.  The following dimensions are tracking these actions. 

Hovering over each item provides a tooltip about how the item is calculated.

  • Emails:  Email engagement is calculated based off of opens during the specified time frame.

  • Events:  Event engagement is calculated off of registrations made during the specified time frame. If registration for the record is changed to false, they will no longer be counted as engaged.

  • Giving:  Giving engagement is calculated based off of gifts made during the specified time frame.

  • Membership:  Membership engagement is calculated based off of any "current" memberships during the specified time frame.

  • Online Usage:  Online engagement is calculated based off logins, pre-pop, profile updates, and general form submissions made during the specified time frame.  Please note, we will be adding commerce form submissions to this calculation in an upcoming release.

NOTE:  We have excluded admin records for the all Engagement Dimensions.

 Export

The timeframe applied will export all records (member and non-member as well as engaged and not engaged) so you have the data.

Each dimension will show a Yes or No depending on whether or not the person took an action within the timeframe applied.

The columns included in the export are:

CONSTITUENT ID

MEMBER ID

CLASS YEAR

EVENTS

EMAIL

GIVING

MEMBERSHIP

ONLINE USAGE

Sample of what the export will look like with data populated:

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