An Engagement score is a way of measuring how engaged your students are with your establishment. It uses detailed activity logging on a student's record to score each interaction. From this, we can show the overall engagement of a student, and a spark-line of past engagement.

For example:

  • Sally Student starts with a 0 engagement.

  • She makes a prospectus request, adding 5 points.

  • Booking an open day place adds 10 points.

  • Filling out a post-event survey would add another 10.

  • So Sally ends up with an Engagement Score of 25.

However, Sally's score can go down too. If she cancels her booking and doesn't interact with the establishment, she loses 10 engagement points. So Sally now has an Engagement Score of only 15.

Each student's engagement score gets calculated in real-time with each interaction.

You can see the progress of the score, week by week, in each Student Record. The number is their score, the spark-line is their progress over the last quarter and the trend indicator is either up, flat, or down:

What's it good for?

Beyond a simple track of which students are or aren't engaged, you can use these scores in segments and campaigns. For example, you could send an email to all students above 100 points, who want to study Jazz in 2022.

Below is a list of 114 engagement score activities that you can use - the score for each one (the range is from -10 to +10) is completely up to you!

Download the rules and default scores as XLS here.

AOD - Applicant Open Days
A User cancelled an AOD booking in the AOD app
A User created an AOD booking in the AOD app
An AOD campaign sent an email to the Student
An AOD campaign sent an SMS to the Student
An AOD touchpoint sent an email to the Student
An AOD touchpoint sent an SMS to the Student
The Student attended a booked AOD event
The Student cancelled an AOD booking in the AOD booking form
The Student clicked on an AOD grab email link
The Student clicked on an AOD touchpoint email link
The Student created an AOD booking
The Student did not attend a booked AOD event
The Student opened an AOD grab email
The Student opened an AOD touchpoint email

APS - Applications
A User withdrew an Application in the APS app
An APS/APV campaign sent an email to the Student
An APS/APV campaign sent an SMS to the Student
An APS/APV touchpoint sent an email to the Student
An APS/APV touchpoint sent an SMS sent to the Student
The Student clicked on an APS/APV grab email link
The Student clicked on an APS/APV touchpoint email link
The Student completed an APS/APV application form to create an Application
The Student opened an APS/APV grab email
The Student opened an APS/APV touchpoint email

COM - Comms Centre
The Comms Centre sent an email to the Student
The Comms Centre sent an SMS to the Student

ENQ - Enquiries
A User replied to an Enquiry in the ENQ app
The Student clicked on an Enquiry email link
The Student completed an RAP web form to create an Enquiry, or the user added an enquiry from within ENQ
The Student opened an Enquiry email
The Student received a manual Enquiry response
The Student replied to an Enquiry
The Student sent an inbound email to the University, and an Enquiry was created in the ENQ app

EVM - Event Manager
A User cancelled an EVM booking in the EVM app
A User created an EVM booking in the EVM app
A User created an on-the-day EVM booking in the EVM app
An EVM campaign sent an email to the Student
An EVM campaign sent an SMS to the Student
An EVM touchpoint sent an email to the Student
An EVM touchpoint sent an SMS to the Student
The Student attended a booked EVM event
The Student cancelled an EVM booking in the EVM booking form
The Student clicked on an EVM grab email link
The Student clicked on an EVM touchpoint email link
The Student created an EVM booking in the EVM booking form
The Student did not attend a booked EVM event
The Student opened an EVM grab email
The Student opened an EVM touchpoint email

MEC - Mobile Event Capture
A User created a Mobile Event Cature via a Data Import in DMN
An MEC campaign sent an email to the Student
An MEC campaign sent an SMS to the Student
An MEC touchpoint sent an email to the Student
An MEC touchpoint sent an SMS to the Student
The Student clicked on an MEC grab email link
The Student clicked on an MEC touchpoint email link
The Student opened an MEC grab email
The Student opened an MEC touchpoint email
The user synced a tablet/iPad with MEC and created a Mobile Capture after the Student had completed an MEC web form on a tablet/iPad

POD - Pre-applicant Open Days
A POD campaign sent an email to the Student
A POD campaign sent an SMS to the Student
A POD touchpoint sent an email to the Student
A POD touchpoint sent an SMS to the Student
A User cancelled a POD booking in the POD app
A User created a POD booking in the POD app
A User edited a POD booking in the POD app
The Student attended a booked POD event
The Student cancelled POD booking in the POD booking form
The Student clicked on a POD grab email link
The Student clicked on a POD touchpoint email link
The Student created a POD booking in the POD booking form
The Student did not attend a booked POD event
The Student edited a POD booking in the POD booking form
The Student opened a POD grab email
The Student opened a POD touchpoint email

PRQ - Prospectus Requests
A PRQ campaign sent an email to the Student
A PRQ campaign sent an SMS to the Student
A PRQ touchpoint sent an email to the Student
A PRQ touchpoint sent an SMS to the Student
The Student clicked on a PRQ grab email link
The Student clicked on a PRQ touchpoint email link
The Student completed a PRQ web form to create a Prospectus Request in the PRQ app
The Student opened a PRQ grab email
The Student opened a PRQ touchpoint email

PRV - Privacy Centre
The Student added a PRV channel in their Privacy Centre
The Student asked a PRV question in their Privacy Centre
The Student created a PRV account in the Privacy Centre
The Student removed a PRV channel in their Privacy Centre
The Student reset their PRV password in their Privacy Centre
The Student subscribed to a PRV topic in their Privacy Centre
The Student unsubscribed from a PRV topic in their Privacy Centre

RAP - Rapid Response
A User created a Rapid Response via a Data Import in DMN
An RAP campaign sent an email to the Student
An RAP campaign sent an SMS to the Student
An RAP touchpoint sent an email to the Student
An RAP touchpoint sent an SMS to the Student
The Student clicked on an RAP grab email link
The Student clicked on an RAP touchpoint email link
The Student completed an RAP web form to create a Rapid Response
The Student opened an RAP grab email
The Student opened an RAP touchpoint email

SDB - Student Database
A User sent an individual email to the Student from SDB
A User sent an individual SMS to the Student from SDB
A User updated the Student via a Data Import in DMN
An SDB campaign sent an email to the Student
An SDB campaign sent an SMS to the Student
No new inbound activity from the Student was detected in the last 30 days in the SDB app
No new inbound activity from the Student was detected in the last 60 days in the SDB app
No new inbound activity from the Student was detected in the last 90 days in the SDB app
The Student clicked on an SDB campaign email link
The Student clicked on an SDB email link
The Student opened an SDB campaign email
The Student opened an SDB email

SRV - Surveys
The Student clicked on an SRV email link
The Student opened an SRV email
The Student submits a survey response

Want to roll your own custom rule?

If you don't see an engagement score activity that fits your specific needs, you can always create your own in Automations Manager, like this example:

Read more about Automations here: https://help.student-crm.com/en/collections/2490929-automations-manager

Setting your Engagement Scores

To set your engagement scores, you must be a Student Database Super User. Navigate to the settings tab and click on the Engagement Score Rules tab. From there you can edit each scored activity by clicking on the edit pencil.

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