| Engagement Bucket | Engagement Score | Definition | Current Logic | Future Logic | Field Mappings (Engagement_Score__c) | Measurements bucketScore(rawScore) |
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| College Engagement (Non Center & Institute) |
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| Generic Giving | Matching Gifts; Non-Sponsored Event; or Non-Project Gifts (Past 12 Months) | N/A | Opportunity (Gift Type = (Matching Gift, Generic Giving) & Gift Recipient != Center/Institute/Theme & Close Date >= StartDate) | Current N/A
Future rawScore = Generic_Giving__c bucketScore = Generic_Giving_Score__c changeScore = Generic_Giving_Score_Change_c
| Range 0 (0) Range 1 (1.00 - 9,999) Range 2 (10K - 49,999K) Range 3 (50,000 - 99,999) Range 4 (100K+) |
| Purposeful/Targeted Sponsorship Giving | Sponsored Events & Projects - Fee for Service (Past 12 Months) | Sponsored Events (Count) Opportunity (Record Type = Corporate Gift & Gift Type = Event Sponsorship & Gift Recipient != Center/Institute/Theme & Closed Date >= Start Date) Sponsored Projects (Total Amount) Opportunity (Record Type = Sponsored Research & Close Date >= Start Date) Prior Year Giving (Total Amount) Opportunity (Record Type = Corporate Gift & Gift Recipient != Center/Institute/Theme & CloseDate >= startDate) Gift in Kind Opportunity (Record Type = Corporate Gift & Gift Type = "In-Kind" & Gift Recipient = Center/Institute/Theme & Closed Date >= Start Date) | Opportunity (((Record Type = Corporate Gift & Gift Type != Matching Gift, Generic Giving BUT INCLUDE ANY BLANKS ) OR Record Type = (Sponsored Research, Project/Program Opportunity) & Gift Recipient != Center/Institure/Theme & Close Date >= StartDate) | Current rawScore = Sponsored_Events__C bucketScore = Sponsored_Events_Score__C changeScore = Sponsored_Events_Score_Change__C
rawScore = Sponsored_Projects__c bucketScore = Sponsored_Projects_Score__c changeScore = Sponsored_Projects_Score_Change__c
rawScore = Fiscal_Year_Giving__c bucketScore = Fiscal_Year_Giving_Score__c changeScore = Fiscal_Year_Giving_Score_Change__c
rawScore = Gift_In_Kind__c bucketScore = Gift_In_Kind_Score__c changeScore = Gift_In_Kind_Score_Change__c
Future rawScore = Targeted_Sponsorship_Giving__c bucketScore = Targeted_Sponsorship_Giving_Score__c changeScore = Targeted_Sponsorship_Giving_Score_Change__c
| Range 0 (0) Range 1 (1.00 - 9,999) Range 2 (10K - 49,999K) Range 3 (50,000 - 99,999) Range 4 (100K+) |
| Advisory Board Engagement | Non-C&Is - e.g. School & College Advisory Boards/Councils (Past 12 Months) | Engagement (Engagement Type = (Dyson Advisory Council, Johnson Advisory Council, SHA Advisory Council) & Begin Date >= startDate & End Date <= endDate) | Engagement (Engagement Type = (Dyson Advisory Council, Johnson Advisory Council, SHA Advisory Council) & Begin Date >= startDate & End Date <= endDate) No Change | Current rawScore = Advisory_Board_Engagement__c bucketScore = Advisory_Board_Engagement_Score__c Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| Student Engagement |
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| Recruiting Internship Offers Made |
| CMC_Employment__c(Job Term = Internship) | CMC_Employment__c(Job Term = Internship) No Change
Please note the field label on the page layout is called "Employment Type" | Current rawScore = Recruiting_Internship_Offers_Made__c bucketScore = Recruiting_Internship_Offers_Made_Score__c Offer Date is used to determine fiscal year Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| Recruiting Internship Placements |
| CMC_Employment__C(Job Term = Internship & Status = Accepted) | CMC_Employment__C(Job Term = Internship & Status = Accepted) No Change Please note the field label on the page layout is called "Employment Type" | Current rawScore = Recruiting_Internship_Placements__c bucketScore = Recruiting_Internship_Placements_Score__c Offer Date is used to determine fiscal year Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| Recruiting Full-Time Offers Made |
| CMC_Employment__c(Job Term = Full-Time) | CMC_Employment__c(Job Term = Full-Time) No Change Please note the field label on the page layout is called "Employment Type" | Current rawScore = Recruiting_Full_time_Offers_Made__c bucketScore = Recruiting_Full_time_Offers_Made_Score__c Offer Date is used to determine fiscal year Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| Recruiting Full-Time Placements |
| CMC_Employment__c(Job Term = Full-Time & Status = Accepted) | CMC_Employment__c(Job Term = Full-Time & Status = Accepted) No Change Please note the field label on the page layout is called "Employment Type" | Current rawScore = Recruiting_Full_time_Placements__c bucketScore = Recruiting_Full_time_Placements_Score__c Offer Date is used to determine fiscal year Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| Class (For Credit) Projects | Student Projects (For Credit; Co-curricular - e.g., Hackathon; BRConsulting; SMART) | Opportunity(Record Type = Project/Program Opportunity & CloseDate >= startDate) | Opportunity(Record Type = Project/Program Opportunity & CloseDate >= startDate) No Change | Current rawScore = Class_Projects__c bucketScore = Class_Projects_Score__c Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| # of Speakers | Count of all speakers for College Engagements - ALL Engagement Types EXCEPT Dyson Advisory Council, Johnson Advisory Council, SHA Advisory Council | Speaking Engagements Johnson_Engagements__c(Engagement Type = Speaking Engagement & Begin Date >= startDate & End Date <= endDate) | COUNT (Johnson_Engagement_Contacts__c (Engagement.Engagement Type != (Dyson Advisory Council, Johnson Advisory Council, SHA Advisory Council) & Engagement.Begin Date >= startDate & Engagement.End Date <= endDate) & Contact Role != ( Student Lead, Student Participant)) include blank contact roles | Current rawScore = Speaking_Engagements__c bucketScore = Speaking_Engagements_Score__c Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| Continuing Education |
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| Custom + Open Past 12 Month Profit | Opportunities - Executive Education - Amount | Opportunity (Record Type = Executive Education & Close Date >= startDate & Amount != null) | Opportunity (Record Type = (Executive Education, Executive Education - Open) & Close Date >= startDate & Amount != null) | Current rawScore = Exe_Edu_Fiscal_Year_Profit__c bucketScore = Exe_Edu_Fiscal_Year_Profit_Score__c Future No Change | Range 0 (0) Range 1 (1.00 - 9,999) Range 2 (10K - 49,999K) Range 3 (50,000 - 99,999) Range 4 (100K+) |
| Custom + Open Past 12 Month Enrollment |
| COUNT (by Account) EXECED_Participant__c(Role = Participant & Status = Completed & Program.Program Start Date >= startDate & Program.Program Start Date <= endDate) | COUNT (by Account) EXECED_Participant__c(Role = Participant & Status = Completed & Program.Program Start Date >= startDate & Program.Program Start Date <= endDate) No Change | Current rawScore = Open_Enrollment__c bucketScore = Open_Enrollment_Score__c Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| eCornell past 12 Month Profit | Opportunities - Executive Education - eCornell Amount | N/A | Opportunity (Record Type = Executive Education - Online & Close Date >= startDate & Amount != null) rawScore += Amount | Current N/A Future rawScore = eCornell_Prior_Year_Profit__c bucketScore = eCornell_Prior_Year_Profit_Score__c changeScore = eCornell_Prior_Year_Profit_Score_Change__c
| Range 0 (0) Range 1 (1.00 - 9,999) Range 2 (10K - 49,999K) Range 3 (50,000 - 99,999) Range 4 (100K+) |
| eCornell Past 12 Month Enrollment | Opportunities - Known Program Details - # of Participants | N/A | Opportunity (Record Type = Executive Education - Online & Close Date >= startDate & # of Participants != null) rawScore += # of Particpants | Current N/A Future rawScore = eCornell_Prior_Year_Enrollment__c bucketScore = eCornell_Prior_Year_Enrollment_Score__c changeScore = eCornell_Prior_Year_Enrollment_Score_Change__c
| Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| C&I Engagement |
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| C&I Number of Current Members |
| Johnson_Engagements__c(Engagement Type = Center/Institute Boards & Begin Date >= startDate & End Date <= endDate) rawScore += Total Engagement Contacts | Johnson_Engagements__c(Engagement Type = Center/Institute Boards & Begin Date >= startDate & End Date <= endDate) rawScore += Total Engagement Contacts No Change | Current rawScore = C_I_Number_Of_Seats__c bucketScore = C_I_Number_Of_Seats_Score__c Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| C&I Number of Years Engaged |
| Count (by Account) Johnson_Engagements__c(Begin Date != null) Creates a list of all years (Begin Date's year converted to corresponding Fiscal Year) that an engagement occurred in if engagement ends before end of current FY. Removes duplicate values from this list and sorts ascending. Then, processes this list to find engagements that occurred the year after another engagement. Each time this happens, increases score by 1. Does not count the first year in a streak though.
Example: (2013 2014 2015 2018 2019) Would return a value of 3 (2013-2014; 2014-2015; 2018-2019) Example 2: (2013 2014 2015 2018) Would return a value of 2 (2013-2014; 2014-2015) | Count (by Account) Johnson_Engagements__c(Begin Date != null) Creates a list of all years (Begin Date's year converted to corresponding Fiscal Year) that an engagement occurred in if engagement ends before end of current FY. Removes duplicate values from this list and sorts ascending. Then, processes this list to find engagements that occurred the year after another engagement. Each time this happens, increases score by 1. The code implies that this was at some time intended to find the longest stretch of consecutive years of engagements for an Account
Workshop ideas on how to get this value in a useful manner | Current rawScore = C_I_Number_Of_Years__c bucketScore = C_I_Number_Of_Years_Score__c Future No Change | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| Count of Sponsored/Hosted Events (C&I) |
| Sponsored Events (Count) Opportunity (Record Type = Corporate Gift & Gift Type = Event Sponsorship & Gift Recipient = Center/Institute/Theme & CloseDate >= startDate) Hosted Events (Count) Opportunity (record Type = Corporate Gift & Gift Type = Hosted Events & Gift Recipient = Center/Institute/Theme & CloseDate >= startDate) | Opportunity (record Type = Corporate Gift & Gift Type = (Event Sponsorship, Hosted Events) & Gift Recipient = Center/Institute/Theme & CloseDate >= startDate
No longer needed; being folded into C&I Past 12 Months. | Current rawScore = C_I_Sponsored_Events__c bucketScore = C_I_Sponsored_Events_Score__c changeScore = C_I_Sponsored_Events_Score_Change__c
rawScore = C_I_Hosted_Events__c bucketScore = C_I_Hosted_Events_Score__c changeScore = C_I_Hosted_Events_Score_Change__c
Future rawScore = newFieldNeeded
bucketScore = newFieldNeeded
changeScore = newFieldNeeded
No new fields needed; being folded into C&I Past 12 Months. Just remove old fields from layout | Range 0 (0) Range 1 (1) Range 2 (2) Range 3 (3) Range 4 (4+) |
| C&I Past 12 Months Giving |
| Prior Year Giving C&I (Total Amount) Opportunity (Record Type = Corporate Gift & Gift Recipient = Center/Institute/Theme & CloseDate >= startDate) Gift in Kind (GIK) C&I (Total Amount) Opportunity (Record Type = Corporate Gift & Gift Type = In-Kind & gift Recipient = Center/Institute/Theme & CloseDate >= startDate)
Sponsored Events (Count) Opportunity (Record Type = Corporate Gift & Gift Type = Event Sponsorship & Gift Recipient = Center/Institute/Theme & CloseDate >= startDate) Hosted Events (Count) Opportunity (record Type = Corporate Gift & Gift Type = Hosted Events & Gift Recipient = Center/Institute/Theme & CloseDate >= startDate) | Opportunity (Record Type = Corporate Gift & Gift Recipient = Center/Institute/Theme & CloseDate >= startDate)
Opportunity (record Type = Corporate Gift & Gift Type = (Event Sponsorship, Hosted Events) & Gift Recipient = Center/Institute/Theme & CloseDate >= startDate | Current rawScore = C_I_Fiscal_Year_Giving__c bucketScore = C_I_Fiscal_Year_Giving_Score__c changeScore =C_I_Fiscal_Year_Giving_Score_Change__c
rawScore = C_I_Gift_In_Kind__c bucketScore = C_I_Gift_In_Kind_Score__c changeScore = C_I_Gift_In_Kind_Score_Chnage__c
Future rawScore = C_I_Prior_Year_Giving__c bucketScore = C_I_Prior_Year_Giving_Score__c changeScore = C_I_Prior_Year_Giving_Score_Change__c
| Range 0 (0) Range 1 (1.00 - 9,999) Range 2 (10K - 49,999K) Range 3 (50,000 - 99,999) Range 4 (100K+) |
| Scores To Be Decommissioned |
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| Hosted Events |
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| Hosted_Events__c Hosted_Events_Score__c |
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| Prior 2-Year Giving (average) |
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| X2_Fiscal_Year_Giving__c X2_Fiscal_Year_Giving_Score__c |
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| Other Engaged Learning Score (non credit opportunities, IE. Case competitions, hackathons) |
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| Engaged_Learning__c Engaged_Learning_Score__c |
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| Prior 2 Year Total - Profit (Custom Programs) |
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| Exe_Edu_2_Fiscal_Year_Profit__c Exe_Edu_2_Fiscal_Year_Profit_Score__c |
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| Number of international participants engaged |
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| Exe_Edu_International_Participants__c Exe_Edu_International_Participants_Score__c |
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| eCornell Prior Year Referral Dollars |
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| eCornell_Fiscal_Year_Referral__c eCornell_Fiscal_Year_Referral_Score__c |
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| eCornell Prior 2 Year Total Referral Dollars |
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| eCornell_2_Fiscal_Year_Referral__c eCornell_2_Fiscal_Year_Referral_Score__c |
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| Prior 2-year Giving (Average) C&I |
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| C_I_2_Fiscal_Year_Giving__c C_I_2_Fiscal_Year_Giving_Score__c |
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