The engagement level of a constituent is determined based on a proprietary formula created by Dr. Adrian Sargeant, a leading industry expert on donor engagement and retention. The engagement level takes into account a variety of factors, including: giving history, upgrades and downgrades in giving, soft credits, constituent communication preferences, volunteer engagement, and other constituent-initiated and organization-initiated interactions.


Here is a list of many of the items that affect engagement:


Positive:


Donations, pledges, and payments

Soft Credits

Donations, pledges and payments in consecutive years

Upgrades in total donation amounts year over year

Interactions In Person - either Special Event or Volunteer Activity

Interactions Initiated by Constituent

Website Visits

Opened Emails and clicked links

Recaptured Donors (forgiven lapses)

Engagement Survey Responses


Negative:


Lapsed donors

Downgraded giving year over year

Opting out of Mass Email