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Touchpoint
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Weight %
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Description
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First Touchpoint
...
20%
...
The first responded campaign after 7 years ago
...
Second Touchpoint
...
14%
...
The next responded campaign.
...
Most Recent Gift before Opportunity
...
14%
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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%
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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.
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Evenly distributed between all other responded campaigns from First Touchpoint to Closed Won
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10%
...
Evenly distributed amongst the campaigns remaining
TEST CASE 1: INDIGO I ISAACS (based on A0000254586)
...
Avengers Sandbox Campaign
...
Campaign Member Status and Start Date
...
Touchpoint
...
Weight %
...
Opportunity Revenue
...
Issues
...
2021 W1 Tax Students Acquisition
...
Donated, 17/5/2021
...
First Touchpoint
...
20%
...
$14,400
...
...
Clicked, 2/6/2021
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Second Touchpoint
...
14%
...
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 |
...
TEST CASE 1: INDIGO I ISAACS (based on A0000254586)
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)
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
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 | Clicked, 7/9/2017 | Second Touchpoint | 14% | $140,000 | |||||||
Pave 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% |
$10,080
Should be ‘Tax’ but can’t re-count a campaign.
$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, |
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)
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Avengers Sandbox Campaign
...
Campaign Member Status and Start Date
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Touchpoint
...
Weight %
...
Opportunity Revenue
...
Issues
...
...
Clicked, 2/8/2017
...
First Touchpoint
...
20%
...
$200,000
...
...
Donated, 10/9/2017
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Second Touchpoint
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14%
...
$140,000
...
17 x campaigns each…
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0.0053%
...
$5,300
...
EOY Appeal 2020 - Student Bursaries
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Donated, 9/12/2020
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Most Recent Gift before Opportunity
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14%
...
$140,000
...
...
Participated, 28/10/2020
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Minor Touchpoint
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0.0053%
...
$5,300
...
6. Generation builder - SAM E 21 May
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Clicked, 5/5/2021
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Minor Touchpoint
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0.0053%
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$5,300
...
1. Generation builder - SAM E 21 August
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Clicked, 3/8/2021
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Most Recent Campaign before Opportunity
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14%
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$140,000
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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.
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Virtual Morning Tea: Dr Sean Lal
Clicked, 7/9/2021
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Most Recent Campaign before Solicitation
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14%
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$140,000
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Most Recent Campaign before Closed Won
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14%
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$140,000
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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%
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
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%
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 | 4% | $40,000 |
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Save Sight DM | Donated, 25/6/2019 | Minor Touchpoint | 4% | $40,000 |
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Save Sight Appeal 2021 | Donated, 1/4/2021 | Minor Touchpoint | 4% | $40,000 |
| Donors who have given between $1000-$4999-F7061 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Donated, 21/6/2017 | Second Touchpoint | 14% | $1406. Generation builder - SAM E 21 August | Clicked, 3/8/2021 | Minor Touchpoint | 4% | $40,000 |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Save Sight Donors (Alumni and Non Alumni)-18053 | Donated, 14/6/20186. Generation builder - SAM E 21 September | Clicked, 7/9/2021 | Minor Touchpoint | 4% | $40,000 |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Save Sight DM | Donated, 25/6/20196. Builders Gen – SAM E 22 Feb | Clicked, 11/2/2022 | Minor Touchpoint | 4% | $40,000 |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2022 Tax Appeal Save Sight Appeal 2021Tax | Donated, 127/46/2021 | Minor Touchpoint | 4% | $402022 | Most Recent Gift before Opportunity | 14% | $140,000 |
| 6. Generation builder - SAM E 21 August | Clicked, 3/8/2021 | Minor Touchpoint | 4% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
$40W7 Paper Survey (60+ with email) ASR Census | Participated, 24/5/2022 | Most Recent Campaign before Opportunity | 7% | $140,000 |
| 6. Generation builder - SAM E 21 September | Clicked, 7/9/2021 | Minor Touchpoint | 4% | $40,000 |
| 6. Builders Gen – SAM E 22 Feb | Clicked, 11/2/2022 | Minor Touchpoint | 4% | $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 | 7% | $140,000 |
| 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 |
...
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% | $35,000 | Distributed between other responded campaigns | 10% | There are no other campaigns to distribute to |
...
TEST CASE 3: ORANGE GERALD (based on A0000389365)
Opportunity created: 8/4/2021
Solicitation stage date: 18/11/2021
(Closed Won) stage date: 7/2/2022
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 |
| ||||||
2018 SAM Extra February | Clicked, 7/2/2018 | Second Touchpoint | 14% | $420,000 |
| ||||||
2018 SAM Extra March | Clicked, | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
2018 SAM Extra April | Clicked, 6/4/2018 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
2018 SAM Extra December | Clicked, | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
2019 SAM Extra July | Clicked, 4/7/2019 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
2019 SAM Extra September | Clicked, 9/9/2019 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
2019 SAM Extra November | Clicked, 6/11/2019 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
SAM Extra December 2019 | Clicked, 4/12/2019 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
2020 SAM Extra June | Clicked, 18/6/2020 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
SAM Extra August 2020 | Clicked, 13/8/2020 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
|
| Most Recent Gift before Opportunity | 14% |
|
| ||||||
| Clicked, 5/3/2021 | Most Recent Campaign before Opportunity | 14% |
|
| ||||||
| Sent with No Response | Not a response | N/A |
|
Not introduced | ||||||
10. Default - SAM E 21 May | Clicked, 5/5/2021 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
10. Default - SAM E 21 June | Clicked, 1/6/2021 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
10. Default - SAM E 21 July | Clicked, 6/7/2021 | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
10. Default - SAM E 21 August | Clicked, | Minor Touchpoint | 1.84% | $55,200 |
| ||||||
10. Default - SAM E 21 September | Clicked, 7/9/2021 | Most Recent Campaign before Solicitation | 7% | $210,000 |
| ||||||
|
| Most Recent Campaign before Closed Won | 7% |
|
|
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.