Bloomerang CRM calculates a constituent's engagement level 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 many factors, including donation history, upgrades and downgrades in donations, memberships, soft credits, constituent communication preferences, volunteer engagement, and other constituent-initiated and organization-initiated interactions.
Positive factors that affect the engagement level:
Donations, pledges, and payments in consecutive years
Membership payments — Current members have an engagement level of Hot or higher. For households, membership affects engagement for only the individual who first joined the membership program.
Upgrades in total donation amounts year over year
Interactions with these Channel and Purpose settings:
Channel: In Person
Purpose: Special Event or Volunteer Activity
For volunteers, the number of volunteer activity interactions, not the number of volunteer hours, affects the engagement score.
Interactions with Initiated by Constituent selected
Opening emails sent in Bloomerang CRM and clicking links in those emails. Read about email tracking.
Opening emails sent in Mailchimp and clicking links in those emails. This applies only if you activate the Mailchimp integration in Bloomerang CRM.
Recaptured donors (forgiven lapses)
Engagement survey responses
Negative factors that affect the engagement level:
Lapsed donors
Downgraded giving year over year
Unsubscribing from mass emails sent in Bloomerang CRM. Read about email interests.
Unsubscribing from mass emails sent in Mailchimp. This applies only if you activate the Mailchimp integration in Bloomerang CRM.