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MAJOR GIFTS (PLANNED GIVING)
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% (7%) | 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% (7%) | 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% (24%) | Evenly distributed amongst the campaigns remaining |
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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. |
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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 | ||||||||||||
SAM Extra September 2017 | DonatedClicked, | 107/9/2017 | Second Touchpoint | 14% | $140,000 | ||||||||||
17 x campaigns each… | 0.0053% | $5,300Pave the Way - Morning - Domestic alumni | Clicked, 12/9/2017 | N/A Touchpoint | |||||||||||
SAM October 2017 (H - Rest SAM and Radius) | Clicked, 16/10/2017 | Minor Touchpoint | |||||||||||||
YOGY- not in book | Clicked, 2/12/2017 | Minor Touchpoint | |||||||||||||
SAM Extra March 2018 | Clicked, 9/3/2018 | Minor Touchpoint | |||||||||||||
SAM Extra June 2018 | Clicked, 8/6/2018 | Minor Touchpoint | |||||||||||||
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 | ||||||||||||||
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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 |
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Donors who have given between $1000-$4999-F7061 | Donated, 21/6/2017 | Second Touchpoint | 14% | $140,000 |
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Save Sight Donors (Alumni and Non Alumni)-18053 | Donated, 14/6/2018 | Minor Touchpoint | 4% | $40,000 |
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Save Sight DM | Donated, 25/6/2019 | Minor Touchpoint | 4% | $40,000 |
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Save Sight Appeal 2021 | Donated, 1/4/2021 | Minor Touchpoint | 4% | $40,000 |
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6. Generation builder - SAM E 21 August | Clicked, 3/8/2021 | Minor Touchpoint | 4% | $40,000 |
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6. Generation builder - SAM E 21 September | Clicked, 7/9/2021 | Minor Touchpoint | 4% | $40,000 |
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6. Builders Gen – SAM E 22 Feb | Clicked, 11/2/2022 | Minor Touchpoint | 4% | $40,000 |
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2022 Tax Appeal Save Sight Tax | Donated, 27/6/2022 | Most Recent Gift before Opportunity | 14% | $140,000 |
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W7 Paper Survey (60+ with email) ASR Census | Participated, 24/5/2022 | Most Recent Campaign before Opportunity | 7% | $140,000 |
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Most Recent Campaign before Solicitation | 7% | $70,000 | Should be ‘W7 Paper Survey’ again but can’t re-count campaign. | |||||||||
Most Recent Campaign before Closed Won | 7% | $70,000 | Should be ‘W7 Paper Survey’ again but can’t re-count campaign. | |||||||||
72% | $720,000 |
...
TEST CASE 3: RAINFOREST GAB (based on 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 | ||
|---|---|---|---|---|---|---|---|
Student scholarships - Tax Appeal EDM-19079 | Donated, 18/4/2020 | First Touchpoint | 20% | ||||
Online gifts through imods-20026 | Donated, 3/6/2020 | Second Touchpoint | 14% | ||||
SAM Extra October 2020 | Clicked, 8/10/2020 | Minor Touchpoint | 1.67% | ||||
2021 Tax Students Giving Form | Donated, 17/5/2021 | Minor Touchpoint | 1.67% | ||||
2021 SAM Subscription Survey | Participated, 21/7/2021 | Minor Touchpoint | 1.67% | ||||
Nobel Prize Winner Daniel Kahneman Webinar | Clicked, 1/11/2021 | Not a Response | |||||
6. Builders Gen – SAM E 22 Feb | Clicked, 11/2/2022 | Minor Touchpoint | 1.67% | ||||
6. Generation builder – SAM E 22 Mar | Clicked, 7/3/2022 | Minor Touchpoint | 1.67% | ||||
W5 Extension Reminder - 2022 ASR Census | Participated, 12/5/2022 | Minor Touchpoint | 1.67% | ||||
2022 Tax Mid-Tier Web Form | Donated, 26/05/2022 | Most Recent Gift before Opportunity | 14% | ||||
Most Recent Campaign before Opportunity | |||||||
Most Recent Campaign before Solicitation | |||||||
Challis Bequest Members and Prospectives - Challis 22 | Registered, 15/9/2022 | Most Recent Campaign before Closed Won | 14% |
...
Avengers Sandbox Campaign | Campaign Member Status and Start Date | Touchpoint | Weight % | Opportunity Revenue | TESTING | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
2017 SAM Extra October | Clicked, 9/10/2017 | First Touchpoint | 20% | $600,000 |
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2018 SAM Extra February | Clicked, 7/2/2018 | Second Touchpoint | 14% | $420,000 |
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2018 SAM Extra March | Clicked, | Minor Touchpoint | 1.84% | $55,200 |
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2018 SAM Extra April | Clicked, 6/4/2018 | Minor Touchpoint | 1.84% | $55,200 |
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2018 SAM Extra December | Clicked, | Minor Touchpoint | 1.84% | $55,200 |
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2019 SAM Extra July | Clicked, 4/7/2019 | Minor Touchpoint | 1.84% | $55,200 |
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2019 SAM Extra September | Clicked, 9/9/2019 | Minor Touchpoint | 1.84% | $55,200 |
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2019 SAM Extra November | Clicked, 6/11/2019 | Minor Touchpoint | 1.84% | $55,200 |
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SAM Extra December 2019 | Clicked, 4/12/2019 | Minor Touchpoint | 1.84% | $55,200 |
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2020 SAM Extra June | Clicked, 18/6/2020 | Minor Touchpoint | 1.84% | $55,200 |
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SAM Extra August 2020 | Clicked, 13/8/2020 | Minor Touchpoint | 1.84% | $55,200 |
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| Most Recent Gift before Opportunity | 14% |
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| Clicked, 5/3/2021 | Most Recent Campaign before Opportunity | 14% |
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| Sent with No Response | Not a response | N/A |
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Not introduced | ||||||
10. Default - SAM E 21 May | Clicked, 5/5/2021 | Minor Touchpoint | 1.84% | $55,200 |
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10. Default - SAM E 21 June | Clicked, 1/6/2021 | Minor Touchpoint | 1.84% | $55,200 |
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10. Default - SAM E 21 July | Clicked, 6/7/2021 | Minor Touchpoint | 1.84% | $55,200 |
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10. Default - SAM E 21 August | Clicked, | Minor Touchpoint | 1.84% | $55,200 |
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10. Default - SAM E 21 September | Clicked, 7/9/2021 | Most Recent Campaign before Solicitation | 7% | $210,000 |
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| Most Recent Campaign before Closed Won | 7% |
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Unclaimed excess of 14% from Most Recent Gift before Opportunity and 7% from Most Recent Campaign before Closed Won = 21%. 21% distributed equally across all credited campaigns (21 divided by 17 campaigns = +1.24 to all weightings.