Finding all engagement score leaders

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To access Scoring, you must be a system administrator.

Each engagement score can be configured to include categories. These categories are used to classify constituents within the chosen formula. The following categories are defined in the out-of-the-box overall engagement formula and serve as rankings to help you better identify specific types of engagers within your organization:

  • Leader: Constituents must have an overall percentile score that is greater than 85 and an event registration score greater than 6 in order to be a Leader. Out-of-the-box, this is the highest category ranking.
  • Contributor: Constituents must have an overall percentile score greater than 50 in order to be a Contributor.
  • Connector: Constituents must have an overall percentile score greater than 35 in order to be a Connector.
  • Participant: Constituents must have an overall percentile score greater than 15 in order to be a Participant.
  • User: Constituents must have an overall percentile score greater than zero in order to be a User. Out-of-the-box, this is the lowest category ranking.
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Example

An association’s director needs to know which of their members are the most engaged with their association. The association has their engagement scoring configured with the out-of-the-box categories (who are in the Leader category).

To find engagement score leaders, do the following:

  1. Go to RiSE > Intelligent Query Architect.
  2. Click New > Query.
  3. Under Scoring sources, select Current scores.
  4. Click the Filters tab.
  5. Add the [CurrentScore] Category Name property and enter Leader as the Value.
  6. Add the [CurrentScore] Most Recent Engagement Month property to narrow results to the most active Leaders within the past year:
    1. Comparison – Within Years
    2. Value – 1
  7. Run the query.
  8. Click Save.

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