Touchpoint | Weight % | Description |
First Touchpoint | 20% | The first responded campaign after 7 years ago |
Second Touchpoint | 14% | The next responded campaign. |
Most Recent Gift before Opportunity | 14% | 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 Opportunity | 14% | The most recent responded campaign before the date the Opportunity is created…provided it within 6 months |
Most Recent Campaign before Solicitation | 14% | The most recent responded campaign before the ‘Solicitation Stage’ date, provided it was no more than 90 days earlier. |
Most Recent Campaign before Closed Won | 14% | The most recent responded campaign before the ‘Close Won’ date, provided it was no more than 90 days earlier. |
Evenly distributed between all other responded campaigns from First Touchpoint to Closed Won | 10% | Evenly distributed amongst the campaigns remaining |
...
Avengers Sandbox Campaign | Campaign Member Status and Start Date | Touchpoint | Weight % | Opportunity Revenue | Issues |
|---|---|---|---|---|---|
Donated, 17/5/2021 | First Touchpoint | 20% | $14,400 | ||
Clicked, 2/6/2021 | Second Touchpoint | 14% | $10,080 | ||
Most Recent Gift before Opportunity | 14% | $10,080 | Should be ‘Tax’ but can’t re-count a campaign. | ||
Most Recent Campaign before Opportunity | 14% | $10,080 | Should be ‘SAM Extra June 2021’ but can’t re-count campaign. | ||
Clicked, 4/8/2021 | Most Recent Campaign before Solicitation | 14% | $10,080 | ||
Registered, 7/9/2021 | Most Recent Campaign before Closed Won | 14% | $10,080 | ||
Distributed between other responded campaigns | 10% | $7,200 | There’s no other campaigns to distribute to. | ||
= 62% | $44,720 | Not all 100% is credited as only four campaigns were interacted with before Closed Won. |
...
TEST CASE 2: VIOLET VOW (based on A0000321039)
Avengers Sandbox Campaign | Campaign Member Status and Start Date | Touchpoint | Weight % | Opportunity Revenue | Issues |
|---|---|---|---|---|---|
Clicked, 2/8/2017 | First Touchpoint | 20% | $200,000 | ||
Donated, 10/9/2017 | Second Touchpoint | 14% | $140,000 | ||
17 x campaigns each… | 0.0053% | $5,300 | |||
Donated, 9/12/2020 | Most Recent Gift before Opportunity | 14% | $140,000 | ||
Participated, 28/10/2020 | Minor Touchpoint | 0.0053% | $5,300 | ||
Clicked, 5/5/2021 | Minor Touchpoint | 0.0053% | $5,300 | ||
Clicked, 3/8/2021 | Most Recent Campaign before Opportunity | 14% | $140,000 | Should be ‘GIW Survey’ but there was a 9 month delay to Opportunity created (automation is set to look six months before Opp created) and SAM Extra 21 August click is still most recent. | |
Clicked, 7/9/2021 | Most Recent Campaign before Solicitation | 14% | $140,000 | ||
Most Recent Campaign before Closed Won | 14% | $140,000 | Should be ‘Dr Sean Lal’ again but can’t re-count campaign. | ||
= 86% | $860,000 | ||||
...
TEST CASE 3: YELLOW MARTIN (based on A0000257690)
Avengers Sandbox Campaign | Campaign Member Status and Start Date | Touchpoint | Weight % | Opportunity Revenue | Issues | TESTING | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Save Sight Donors (Alumni and Non Alumni)-16044 | Donated, 20/6/2016 | First Touchpoint | 20% | $200,000 |
| |||||||
Donors who have given between $1000-$4999-F7061 | Donated, 21/6/2017 | Second Touchpoint | 14% | $140,000 |
| |||||||
Save Sight Donors (Alumni and Non Alumni)-18053 | Donated, 14/6/2018 | Minor Touchpoint | 1.66%4% | $16,666$40,000 |
| |||||||
Save Sight DM | Donated, 25/6/2019 | Minor Touchpoint | 1.66%4% | $16,666$40,000 |
| |||||||
Save Sight Appeal 2021 | Donated, 1/4/2021 | Minor Touchpoint | 1.66%4% | $16,666$40,000 |
| |||||||
6. Generation builder - SAM E 21 August | Clicked, 3/8/2021 | Minor Touchpoint | 1.66%4% | $16,666$40,000 |
| |||||||
6. Generation builder - SAM E 21 September | Clicked, 7/9/2021 | Minor Touchpoint | 1.66%4% | $16,666$40,000 |
| |||||||
6. Builders Gen – SAM E 22 Feb | Clicked, 11/2/2022 | Minor Touchpoint | 1.66%4% | $16,666$40,000 |
| |||||||
2022 Tax Appeal Save Sight Tax | Donated, 27/6/2022 | Most Recent Gift before Opportunity | 14% | $140,000 |
| |||||||
W7 Paper Survey (60+ with email) ASR Census | Participated, 24/5/2022 | Most Recent Campaign before Opportunity | 14%7% | $140,000 |
| |||||||
Most Recent Campaign before Solicitation | 14%7% | $140$70,000 | Should be ‘W7 Paper Survey’ again but can’t re-count campaign. | |||||||||
Most Recent Campaign before Closed Won | 14%7% | $140$70,000 | Should be ‘W7 Paper Survey’ again but can’t re-count campaign. | |||||||||
72% | $720,000 |
...
TEST CASE 3: GREEN RAINFOREST GAB (based on A0000257690)A0000225152)
To create:
Gift/Pledge - MG Rainforest Gab (Campaign Influence)
Opp Created Date: 27/6/2022
Solicitation stage date: 20/7/2022
Gift Date: 11/11/2022
Closed Won Stage Date: 25/11/2022
Close Date: 25/11/2022
Avengers Sandbox Campaign | Campaign Member Status and Start Date | Touchpoint | Weight % | Opportunity Revenue | Issues |
|---|---|---|---|---|---|
2021 Tax Students Giving Form | Donated, 17/5/2021 | First Touchpoint | 20% | $50,000 | |
6. Builders Gen – SAM E 22 Feb | Clicked, 11/2/2022 | Second Touchpoint | 14% | $35,000 | |
Most Recent Gift before Opportunity | 14% | ||||
6. Generation builder – SAM E 22 Mar | Clicked, 7/3/2022 | Most Recent Campaign before Opportunity | 14% | $35,000 | |
W5 Extension Reminder - 2022 ASR Census | Participated, 12/5/2022 | Most Recent Campaign before Solicitation | 14% | $35,000 | |
Challis Bequest Members and Prospectives - Challis 22 | Registered, 15/9/2022 | Most Recent Campaign before Closed Won | 14% | $35,000 | |
Distributed between other responded campaigns | 10% | There are no other campaigns to distribute to | |||