Calculating yearly scores

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To calculate member or donor engagement scores based on a single calendar year, your association can use an annual scoring method. This helps to understand which of your members or donors currently have a higher engagement score. As the scores reset each year, this method allows you to collect data without looking at historical data outside of the current calendar year.

Important! To calculate yearly scores, all the queries or components used in the scoring formula must include a date-based filter.

To calculate scores for the current year, follow this workflow:

  1. Create or copy existing engagement queries.
    1. Add filters to each query that set the date to the current year.
  2. Create a new score formula.
  3. Update associated content items and dashboards.
  4. Run the Process Automation task to calculate scores immediately.

Creating the engagement queries

A score formula includes queries to return the necessary data. Do either of the following:

  • Copying existing engagement queries:
    1. Go to RiSE > Intelligent Query Architect > $/Common/Engagement/Queries.
    2. Select any of the queries you want to include in the score formula.

      3. Tip! Use the CTRL button to select multiple queries at once.

    3. Click Organize > Copy.
    4. Paste the queries in a shared folder.
  • Create new queries:
    1. Go to RiSE > Intelligent Query Architect > New > Query.
    2. Create the queries. Be sure to include the necessary query elements, such as Contact Key properties with an Alias of ContactKey.

Adding date-based filter to queries

In order for the engagement scores to calculate on a yearly basis, add a date-based filter to the queries.

Note: If you copied existing engagement queries, they may already contain the necessary business objects to add a date-based filter property.

Do the following:

  1. Go to RiSE > Intelligent Query Architect.
  2. Open the newly created or copied query.
  3. (Filters tab) Add a date-based property. For example, for a query looking at donation data, add the [CsDonations] Date Received property with the following configuration:
    • Comparison: Between
    • Value: 1/1/2024 and 12/31/2024

  4. (Display tab) Adjust the display columns as necessary.
  5. Click Save.
  6. Repeat steps 1-3 for each query.

Important! This filter will not automatically update to return data for anything other than the entered values. Be sure to update the dates in the value to represent the correct current year when calculating yearly scores in the future.

Creating the scoring formula

For full details on creating scoring formulas, review the Creating new formulas documentation. Do the following to create the yearly scoring formula:

  1. Go to RiSE > Scoring.
  2. Select Add new formula.
  3. Enter a Score name and Description.
  4. Click Save.
  5. In the Score components area, click Add new. Enter the following information:
    1. Define a Name.
    2. Select the modified IQA Queries.

    3. Choose either Count or Sum in the Score calculation field:
      • Using Sum takes the total sum of the selected Column to sum (as defined in the query).
      • Using Count uses the number of rows per contact.
    4. Enter a Multiplier. This value is assigned to each item outlined in the formula (query). Use the Multiplier to ensure that the most important aspects of the score are weighed more heavily.
  6. Click Save.
  7. Continue adding Score components as necessary to define the new formula.
  8. Make sure the formula is Enabled.
  9. Click Save.

  10. (optional) Create categories to classify constituents based on their score.

Using process automation to calculate scores

Now that the scoring formulas have been created, use a Process automation task to immediately calculate scores.

Do the following:

  1. Go to RiSE > Process automation.
  2. Open the Calculate engagement score scheduled task.
  3. Make sure the task is Enabled.
  4. Click Run task now.

  5. Check the logs periodically for updates, as the process may take some time depending on the volume of data.

Displaying the scores

Once the scores are calculated, the next step is to display them on relevant account pages. See Updating the account page to use custom scores for more information.