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Salsa Scoring Jason Zanon [email protected]

Salsa Scoring

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Quickly target your most engaged members by using Scoring to gather data on your supporters' activity -- the donations they've made, the events they've participated in, the e-actions they've taken -- into a single metric.

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Page 1: Salsa Scoring

Salsa ScoringJason Zanon

[email protected]

Page 2: Salsa Scoring

e=mc2

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algorithm

Half-life

supporter_scoring_algorithm

threshold

MULTIPLIERS

exponential decay

data object

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Scoring• Purpose of scoring• How to use scores• Why to use scores• Setting up Scoring• Questions?

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“Who are my Super Activists?”

12 Write-Your Rep Actions

3 major conferences

… and two years’ worth of online donations

?

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Measure your supporters’ overall engagement with one single metric that captures all their

many activities

(Optionally weighting the activities by the type of activity and its recency)

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Scoring• Purpose of scoring• How to use scores• Why to use scores• Setting up Scoring• Questions?

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How to Use Scores: Queries

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Scoring• Purpose of scoring• How to use scores• Why to use scores• Scoring parameters• Questions?

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List Segmentation: Targeting

High Action 27.4% open 6.7% click

Low Action

12.5% open 3.8% click

From http://www.slideshare.net/salsalabs/1sky-scoring-with-salsa

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List Segmentation: Recruitment

High Actionsticker

Low Actionsticker

Low Actionno sticker

High Actionno sticker

From http://www.slideshare.net/salsalabs/1sky-scoring-with-salsa

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List Segmentation: Recruitment

High Action sticker: 36 new names .65% conv.High Action no sticker: 30 new names .54%

conv. 20% difference between high action groups

Low Action sticker: 71 new names .13% conv.Low Action no sticker: 19 new names .03%

conv.273% difference between low action groups

From http://www.slideshare.net/salsalabs/1sky-scoring-with-salsa

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Scoring• Purpose of scoring• How to use scores• Why to use scores• Setting up Scoring• Questions?

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Adding the Scoring Package

Request the package at

[email protected]

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Setting Up Scoring

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Building a Scoring Algorithm

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Building a Scoring Algorithm

You must add at least one Scoring Entry for an algorithm to generate any scores at all!

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Building a Scoring Algorithm

• Documentation at

http://salsacommons.org/o/8001/p/salsa/web/wiki/public/?

reference=Scoring

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Select a Data Object

• Donation• Supporter• Supporter Action• Supporter Event

• Event• Supporter My Donate Page

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Building a Scoring Algorithm Entry

I. Multiplier

II. Expiration + Minimum

III. Half-Life

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Scoring Algorithm Entry: Multiplier

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Building a Scoring Algorithm Entry

I. Multiplier

II. Expiration + Minimum

III. Half-Life

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Scoring Algorithm Entry: ExpirationActions expire 180 days after being taken

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Scoring Algorithm Entry: MinimumActions expire 180 days after being taken with a minimum of 0.5

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Building a Scoring Algorithm Entry

I. Multiplier

II. Expiration + Minimum

III. Half-Life

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Scoring Algorithm Entry: Half-LifeActions have a 180-day half-life

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Scoring Algorithm Entry: Half-Life with Minimum

Actions have a 180-day half-life with a minimum of 0.5

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Scoring Algorithm Entry: Half-Life with Minimum and Expiration

Actions have 180-day half-life with an expiration of 365 days and minimum of 0.1

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Building a Scoring Algorithm

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Building a Scoring Algorithm

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Scoring Algorithm Entry Variables

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Combining Scoring Algorithm Entries into an Algorithm

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Scoring• Purpose of scoring• How to use scores• Why to use scores• Setting up Scoring• Questions?