Reviewing historical scores from previous months or years

Reviewing scores from previous months or years can help to understand which of your members or donors may have had a higher engagement score in the past, and which constituents could be scoring higher.

Out-of-the-box, the following queries can be used to calculate historical data:

  • Current scores - Return's each contact's current (all-time) score and percentile for each scoring formula.
  • Scores by month - Returns a score for each month per contact and scoring formula (if the contact's score is > 0 for that month).
  • Scores by year - Returns a score for each year per contact and s coring formula (if the contact's score is > 0 for that year).

In This Article 

Reviewing scores from previous months

To review engagement scores from previous months, do the following:

  1. Go to RiSE > Intelligent Query Architect > New > Query.
  2. (Summary tab) Name the query.
  3. (Sources tab) From the common sources area, expand the Scoring section, then choose Scores by month.
  4. (Filters tab) Add the following properties:
    • [MonthlyScore] Score Month
      1. Value: Constant - 1

        2. Note: The Score Month property uses numbers to represent months, for example, 1 for January, 2 for February, and so on.

    • [MonthlyScore] Score Year
      1. Value: Constant - 2024

        2. Note: Use the Score Year property to only return data for scores in a particular month of a specific year.

  5. (Display tab) Add any additional display columns as needed. By default, many properties with aliases and hyperlinks are used.
  6. Click Run to review the results.
  7. Click Save or Save As, and share the query to a shared content folder.

Reviewing scores from previous years

To review engagement scores from previous years, do the following:

  1. Go to RiSE > Intelligent Query Architect > New > Query.
  2. (Summary tab) Name the query.
  3. (Sources tab) From the common sources area, expand the Scoring section, then choose Scores by year.
  4. (Filters tab) Add the following property:
    • [YearlyScore] Score Year
      1. Value: Constant - 2024

        2. Note: Use the Score Year property to only return data for scores for a particular year.

  5. (Display tab) Add any additional display columns as needed. By default, many properties with aliases and hyperlinks are used.
  6. Click Run to review the results.
  7. Click Save or Save As, and share the query to a shared content folder.

Important notes

These queries can be added as data sources to custom scoring queries and joined on a Contact Key property or used standalone to report on historical data.

Note: If adding a scoring query as an additional data source, be sure to review what business objects make up the queries and join the sources on an appropriate property.