> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getparable.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Engagement Scoring

> How Parable measures recent engagement, and how to tune it for your church

## What It Is

Parable's engagement score is a single 0–100 number describing how connected a
person has been to the life of your church **recently**. Alongside the score,
every person gets:

* an **engagement tier** — where they sit today
* a **warning light** — whether they need a look from your team
* a **trend** — whether their score is rising, falling, or flat

The goal is not to replace pastoral wisdom. It is to help your team see quickly
who is deeply connected, who may be drifting, and who may need follow-up.

<Note>
  Engagement scoring is configured under **Settings → Engagement**. Every
  default on this page can be changed there.
</Note>

## How the Score Is Built

Scoring runs in four steps.

<Steps>
  <Step title="Collect activity">
    Parable turns synced Planning Center records into dated **activity events** —
    one per check-in, donation, group membership, serving assignment, form
    submission, registration, or message read.
  </Step>

  <Step title="Decay each event">
    Each event is worth **base points** on the day it happens and loses value
    smoothly over time, following an exponential decay curve.
  </Step>

  <Step title="Normalize each category">
    The decayed points in each category are converted to a 0–100 category score.
  </Step>

  <Step title="Blend the categories">
    Category scores are combined using your configured weights to produce the
    overall 0–100 score.
  </Step>
</Steps>

### The Decay Formula

A single event contributes:

```text theme={null}
points = base_points × e^(−λ × hours_since_event)
```

`λ` (lambda) is derived from the category's **half-life** — the number of days
after which an event is worth half what it was:

```text theme={null}
λ = ln(2) ÷ (half_life_days × 24)
```

So with Giving's 70-day half-life, a \$200 gift counts fully the week it lands,
half as much ten weeks later, and a quarter as much twenty weeks after that. It
never quite reaches zero, but it fades out of relevance.

### Turning Points Into a Category Score

For every category except Groups:

```text theme={null}
category_score = min(total_decayed_points ÷ base_points × 100, 100)
```

In practice a category maxes out at 100 once a person has roughly one full-value
event's worth of undecayed points — so sustained activity holds a category near
its ceiling, while a single old event sits low.

**Groups is scored differently**, because belonging and showing up are different
signals:

* Group **membership** is worth up to **35 points**
* Group **event attendance** is worth up to **65 points**, reaching the full
  bonus at about **4 attended group events**
* The two are added together and capped at 100

### Blending Into the Overall Score

```text theme={null}
total = Σ (category_score × weight) ÷ Σ weight
```

Dividing by the total weight means disabling a category re-normalizes the rest
rather than dragging everyone's score down. The result is capped at 100.

## What Counts Toward the Score

| Category       | Default weight | Base points | Half-life | What counts                                                                                           |
| -------------- | -------------- | ----------- | --------- | ----------------------------------------------------------------------------------------------------- |
| Attendance     | 10%            | 100         | 35 days   | Check-ins tied to a person, plus **caregiver check-ins** — a parent who checks in a child gets credit |
| Giving         | 25%            | 150         | 70 days   | Donations with payment status `succeeded`                                                             |
| Groups         | 25%            | 100         | 35 days   | Joining a group, and attending group events where attendance was recorded                             |
| Serving        | 20%            | 100         | 49 days   | Plan people with a **confirmed** status, dated from when the status was last updated                  |
| Forms          | 5%             | 100         | 35 days   | Form submissions tied to a person                                                                     |
| Registrations  | 10%            | 100         | 35 days   | Active, non-canceled attendee records tied to a person                                                |
| Communications | 5%             | 50          | 10 days   | Messages with a recorded **read** timestamp                                                           |

Weights, base points, half-lives, and whether a category counts at all are
per-organization settings.

### What Does Not Count

* People whose Planning Center status is not `active` are excluded from regular
  scoring and are placed in the **Inactive** tier instead.
* Donations that did not succeed, and donations not linked to a person.
* Canceled or inactive registrations, and attendees that can't be tied to a person.
* Messages that were never opened — Communications requires a read receipt.
* Group events with no recorded attendance.
* Activity dated before the person existed in Planning Center.

### Why Categories Fade at Different Speeds

The half-lives encode how long each signal stays meaningful:

* **Giving (70 days)** fades slowest — giving is periodic, so a monthly giver
  should not look disengaged in week three.
* **Serving (49 days)** is next, matching typical volunteer rotations.
* **Attendance, Groups, Forms, Registrations (35 days)** sit in the middle.
* **Communications (10 days)** fades fastest — opening an email is a weak,
  short-lived signal, and a longer half-life would let it mask real absence.

## Engagement Tiers

Tiers are cutoffs on the overall score. The defaults are:

| Tier           | Default score range | What it usually means                                                                 |
| -------------- | ------------------- | ------------------------------------------------------------------------------------- |
| Highly Engaged | `40+`               | Strong, recent involvement across church life                                         |
| Engaged        | `20–39.99`          | Healthy involvement                                                                   |
| Moderate       | `10–19.99`          | Some regular connection                                                               |
| Low            | `1–9.99`            | Limited recent connection                                                             |
| Disengaged     | Below `1`           | Very little recent activity                                                           |
| Inactive       | —                   | Assigned regardless of score when the person's Planning Center status is not `active` |

<Note>
  These thresholds look low compared with a school grade, and that is
  deliberate. Because every signal decays, a score near 40 already means
  consistent, recent activity across several categories. Tune the cutoffs under
  **Settings → Engagement → Tier Thresholds** to match how your church talks
  about involvement.
</Note>

## Warning Lights

The warning light answers a different question from the tier: not "how involved
is this person?" but "has something changed?"

Parable evaluates two independent signals and takes the more concerning of the
two.

### Signal 1 — Activity Heartbeat

How long since the person did anything at all:

| Time since last activity | Light           |
| ------------------------ | --------------- |
| Under 4 weeks            | Green           |
| 4+ weeks                 | Yellow          |
| 8+ weeks                 | Red             |
| 90+ days                 | Orange (Lapsed) |
| 180+ days                | Slate (Dormant) |

The 4- and 8-week thresholds are configurable (1–12 weeks, yellow ≤ red). The
90- and 180-day Lapsed and Dormant gates are fixed.

### Signal 2 — Trend Against Their Own Baseline

Parable tracks each person against **their own** normal, not the congregation's:

* **EMA** — an exponential moving average of the daily score, which smooths out
  day-to-day noise. Each day it moves 5% of the way toward the current score.
* **Baseline** — the rolling average of the person's monthly score snapshots
  (default: the last 6 months, requiring at least 3 snapshots).

Once someone is past the grace period, a missing baseline no longer holds them
at White — they are judged on the activity heartbeat alone until enough monthly
snapshots exist for the trend signal to switch on.

| Recent EMA vs. baseline | Light  |
| ----------------------- | ------ |
| At or above 75%         | Green  |
| Below 75%               | Yellow |
| Below 50%               | Red    |

This is what catches the faithful attender who quietly halves their involvement
while still technically showing up — the heartbeat signal alone would miss them.

### The Neutral States

| Light  | Label           | Meaning                                                                                                                                               |
| ------ | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| Gray   | No Data         | No activity has ever been recorded for this person                                                                                                    |
| White  | New             | Has activity but no baseline yet, **and** either is still inside the new-member grace period (default 90 days) or has no Planning Center created date |
| Green  | Healthy         | Neither signal has crossed a threshold                                                                                                                |
| Yellow | Needs Attention | Fading on at least one signal                                                                                                                         |
| Red    | Urgent          | Significantly absent or significantly down                                                                                                            |
| Orange | Lapsed          | 90+ days with no activity                                                                                                                             |
| Slate  | Dormant         | 180+ days with no activity                                                                                                                            |

Yellow, Red, Orange, and Slate are the four statuses that appear in engagement
alerts. Gray, White, and Green never raise an alert.

<Note>
  A warning light is a prompt for a conversation, not a verdict. It tells your
  team where a personal check-in may be worth the time.
</Note>

## When Scoring Runs

* **Daily** — every enabled organization is rescored, the EMA advances, and
  warning lights are recalculated. This runs on its own schedule, independent of
  whether a Planning Center sync completed that day.
* **Monthly** — a permanent score snapshot is written for every person. These
  snapshots are what the baseline is computed from, which is why a brand-new
  person shows a White light until a few months of history exist.

## Writing Scores Back to Planning Center

Under **Settings → Engagement → Planning Center Sync** you can push engagement
data back into Planning Center as custom fields on each person. Two independent
toggles are available:

* **Person Engagement** — writes the engagement tier and warning light
* **Giving Engagement** — writes the giving engagement classification

Parable creates and maintains its own tab and field definitions in Planning
Center, and syncs run automatically after each calculation. Both toggles are off
until you enable them.

## Related Guides

* For a broad view of your church data, start with [Planning Center Overview](/planning-center/index).
* For people-focused analysis, see [People Overview](/planning-center/people/overview).
* For giving-specific engagement, see [Giving Stages](/guides/giving-engagement/giving-stages).
* For custom SQL examples, see [People Advanced Queries](/planning-center/people/advanced-queries),
  [Groups Advanced Queries](/planning-center/groups/advanced-queries), and
  [Services Reporting Examples](/planning-center/services/reporting-examples).
