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Events Analysis

The Events area enables you to monitor the effectiveness and return on investment (ROI) of your recruitment events.

Events Overview

This section displays:

  • All events you have run (both 1:1 meetings and open day events)
  • Cost per event (which you can set)
  • Attendance and conversion metrics (automatically tracked)
  • ROI calculations

[SCREENSHOT: Events list with costs]

Setting Event Costs

For each event, you can:

  • Enter the cost of running the event (e.g., £500)
  • Track investment against return
  • Compare cost-effectiveness across different event types

Conversion Tracking

The Events area shows how event attendees convert through your pipeline:

  • Number of attendees who completed applications
  • Number who accepted offers
  • Number who enrolled

Adjustable Goals

  • Change what you're reporting on at the top of the page
  • Track conversion to: completed applications, offer acceptances, or enrolments
  • Flexible reporting based on your current priorities

Event conversion tracking:

ROI Analysis

The system calculates and displays:

Attendee Conversion Rate

  • Percentage of event attendees who achieved your goal (e.g., enrolled)

Non-Attendee Conversion Rate

  • Percentage of non-attendees who achieved the same goal
  • Provides comparison baseline

Event Impact

  • Clear comparison showing the effectiveness of your events
  • Identifies which events drive the most conversions
  • Helps determine which events to run more frequently

Best Performing Events

  • Ranked view of most effective events
  • Data-driven decisions about event strategy
  • Budget allocation guidance

Event ROI comparison:

Excluding Events

If you don't want to track a specific event:

  • Select the option to exclude it from your activity
  • Useful for internal events or those run for different purposes
  • Keeps your ROI analysis focused on recruitment events

Health Score System

The Health Score system uses applicant activity to assess engagement levels, helping you identify which enquiries and applications need attention.

What is a Health Score?

Health scores are visual indicators (smiley face icons) that show how engaged an applicant is based on their interactions with your school. This helps you:

  • See the average health of your enquiries or applications
  • Identify causes for concern
  • Focus your efforts on applicants who need attention
  • Recognise highly engaged applicants likely to convert

Health score indicators threshold setting:

Health Score Categories

The system uses four engagement levels:

  • Poor - Low engagement, needs urgent attention
  • Okay - Moderate engagement, requires monitoring
  • Good - Strong engagement, progressing well
  • Excellent - Very high engagement, likely to convert

Configuring Health Score Thresholds

You can customise the point thresholds for each category:

  • Set the minimum points required for each level
  • Thresholds cannot overlap
  • After adjusting, recalculate health scores to update all applicant ratings

Health score threshold configuration
Summary dashboard > Average engagement score card > Settings icon

Positive Indicators

The system awards points for positive engagement activities such as:

  • Submit an Application - Assign points for completed applications
  • Upload Documents - Points for providing required documentation
  • Within Catchment Area - Bonus points for being in your target area
  • Frequent Logins - Points for regular portal access
  • Open Key Emails - Points for engaging with important communications
  • Attend Meetings/Events - Points for in-person engagement

For each indicator, you can:

  • Enable or disable the indicator
  • Set the number of points to award
  • Customise based on what matters most to your school

Positive indicators configuration:

Negative Indicators

The system deducts points for signs of disengagement:

  • No Response to Emails - Deduct points after a specified number of days
  • Inactivity - Points deducted for prolonged inactivity
  • Missed Deadlines - Penalty points for missed submission dates

For each negative indicator, you can:

  • Enable or disable the indicator
  • Set the number of points to deduct
  • Define time thresholds (e.g., days without response)

Negative indicators configuration:

Applying Health Score Changes

After making any changes to indicators or thresholds:

  1. Review your configuration
  2. Click "Save" to store your settings
  3. Click "Recalculate Engagement Scores" to update all applicant scores
  4. Health scores will update across all Insights areas

Using Health Scores

Once configured, health scores appear:

  • On applicant cards in the Pipeline view
  • On the map in Map View
  • In filtered lists and reports

Coming Soon: The ability to filter applicants specifically by their engagement score, making it even easier to identify and act on applicants at different engagement levels.