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Touchpoint

Weighting

Criteria

First Touchpoint

20%

A responded campaign with no other responded campaign in the prior three years

23%

Status
colourGreen
titleNew

The first responded campaign after 7 years ago

Status
colourGreen
titleNew


i.e.

There is no previous responded campaign
OR
The previous responded campaign has a campaign member start date greater than 1096 days ago.

Second Touchpoint11%

13%

Status
colourGreen
titleNew

The next responded campaign.

Most Recent Gift before Opportunity11%

13%

Status
colourGreen
titleNew

The most recent responded campaign with Campaign Member Status= Donated before the Opportunity was created, provided the Campaign Member Start Date is within 366 days of the date the Opportunity was created.

Most Recent Campaign before Opportunity11%

13%

Status
colourGreen
titleNew

The most recent responded campaign before any of the following:within six months of:

Status
colourGreen
titleNew

1. The date the Opportunity was initiated by the contact themselves i.e. date when a contact checks ‘I am interested in leaving a Gift in Will.’ (We would need to create a new date field for this).

2. The first meeting accepted linked with this Opportunity (Do DOs always link their activity reports to their Opportunities, is Meeting only ever put in the Subject line?).

3. The date the Opportunity is created.created…provided it within 6 months

Most Recent Campaign before Solicitation11%

13%

Status
colourGreen
titleNew

The most recent responded campaign before the ‘Solicitation Stage’ date, provided it was no more than 90 days earlier.

Most Recent Campaign before Closed Won11%

13%

Status
colourGreen
titleNew

The most recent responded campaign before the ‘Close Won’ date, provided it was no more than 90 days earlier.

Evenly distributed between all responded campaigns from First Touchpoint to Closed Won

25% 12%

Status
colourGreen
titleNew

Evenly distributed amongst all responded campaign touchpoints from the First Touchpoint campaign to the Campaign before Closed Won, inclusive. the campaigns remaining