Donor Engagement Routine
Donor Record
The Donor Engagement routine updates the Donation Level and Donation Frequency fields on the Donor record nightly. You can then use this value in any user-defined views (queries).
Donation Level Configuration
While we do not recommend adding additional values or changing the name of the standard value, a church can adjust the levels to fit their church's culture and needs. Adjust these levels under :
- Donation Level
- The name of the level. We don't recommend to adding or editing this field.
- Evaluation Days
- The number of days to include in the evaluation. All levels should have the same value. The default value is 90.
- Evaluation Order
- The order in which the levels are applied. Lower numbers are applied first. Order is based on the amount: the highest amount equals the lowest order.
- Minimum Donations
- Donors with lower than this amount of Donations (including Soft Credit Donations) do not receive this category.
- Evaluation Delay
- The evaluation period will not include this number of days to allow for data entry lag. The default value is seven.
Updates to these values do not reflect until the routine runs again (nightly).
Donation Level Values
The Donor Engagement routine looks at Donation activity (including Soft Credit Donations) to determine the degree to which someone is financially engaged. Values (which are found in ) are defined as:
- High: Last 90 days, evaluated first, minimum donation amount of $3,000, ignore last seven days.
- Medium: Last 90 days, evaluated second, minimum donation amount of $1,500, ignore last seven days.
- Low: Last 90 days, evaluated third, minimum donation amount of $300, ignore last seven days.
- Minimal: Last 90 days, evaluated fourth, minimum donation amount of $0.01, ignore last seven days.
- None: Last 90 days, evaluated last, minimum donation amount of $0, ignore last seven days.
Donation Frequency Configuration
While we do not recommend adding additional values or changing the name of the standard value, a church can adjust the frequencies to fit their church's culture and needs. Configure these under :
- Donation Frequency
- The name of the frequency. We do not recommend to add or edit.
- Evaluation Days
- The number of days to include in the evaluation. All levels should have the same value. The default value is 90.
- Evaluation Order
- The order in which the levels are applied. Lower numbers are applied first. The order based on amount: the highest amount equals lowest order.
- Minimum Donations
- Donors with lower than this number of Donations (including Soft Credit Donations) do not receive this category.
- Evaluation Delay
- Evaluation period will not include this number of days to allow for data entry lag. The default value is seven.
Updates to these values do not reflect until the routine runs again (nightly).
Donation Frequency Values
The Donor Engagement routine looks at Donation activity (including Soft Credit Donations) to determine the degree to which someone is financially engaged. Values (found in ) are defined as:
- Weekly: Last 90 days, evaluated first, minimum donation count of 12, ignore last seven days.
- Bi-Weekly: Last 90 days, evaluated second, minimum donation count of six, ignore last seven days.
- Monthly: Last 90 days, evaluated third, minimum donation count of three, ignore last seven days.
- Occasional: Last 90 days, evaluated fourth, minimum donation count of one, ignore last seven days.
- None: Last 90 days, evaluated last, minimum donation count of zero, ignore last seven days.