NEW: Ambassador Compare

NEW: Ambassador Compare


Overview

Ambassador Compare is a powerful tool that lets you analyze and compare ambassador performance across two different fundraising campaigns. Just like Campaign Compare, it’s designed to give you deeper insight into how your ambassadors are engaging over time.

Whether you're running recurring annual campaigns or testing new strategies, Ambassador Compare allows you to view key data side by side—including goals set, funds raised, and performance trends. You can see results aggregated by ambassador or drill down into each ambassador’s activity in both campaigns, helping you identify what’s working, who’s excelling, and where to focus next.

Comparing Ambassadors

The Ambassador Compare feature is available from the Peer-to-Peer (P2P) Dashboard.

It appears as a separate tab labeled "Ambassador Compare", placed next to the "Peer To Peer Dashboard" tab, as shown below:

Once on the Ambassador Compare tab, the user is prompted to select two campaigns:

  • Previous Campaign (left-side dropdown)

  • New Campaign (right-side dropdown)


Comparison View (Post Campaign Selection)

Once two campaigns are selected, the user will see a comprehensive performance comparison screen:

Key Sections in the dashboard:

Funds and Donors Summary:


  • This section represent the total funds raised by ambassadors comparison across campaigns along with the percentage change in donations shown visually (e.g., +16%).

  • Donors count on both the campaigns along with donor count change indicator. (e.g., +317)

  • The Net Change Indicators are represented using +/- differences beside each metric. These indicators show whether there has been an increase (+) or decrease (-) in values such as donations, goal progress, or donor count between the two campaigns and increases are shown in green, while decreases are shown in red.

Filters:


This section has the following:

  • Parent layer dropdowns for both Previous and New campaigns.

  • Filters for:

    • Max Donations

    • Inactive For

    • Min/Max Progress

    • Apply and Clear buttons for control.

Ambassador Comparison Table:

The table is represented under the following tabs:

Ambassadors in Both – Common ambassadors matched using matching logic will be displayed under this tab. Here, each row represents a matched ambassador entry. Following data will be shown:

  • Previous Name

  • Amount raised (previous → new)

  • Donors (previous → new)- count in each campaign along with net change metric.

  • Goal Completion % and $  along with net change metric.


Only in Previous – Ambassadors unique to the older campaign will be displayed under this tab.
Following data will be shown for each ambassadors:

  • Name

  • Amount Raised

  • Goal

  • Progress

  • Donors

  • Last Active




Only in New – Similar to ‘Only in Previous’ tab, here the Ambassadors that appear only in the newer campaign will be displayed.
 Following data will be shown for each ambassadors:

  • Name

  • Amount Raised

  • Goal

  • Progress

  • Donors

  • Last Active

Core Matching Logic

Condition 1: Overlap Requirement (Mandatory)

Two ambassador entries are eligible for comparison only if they have at least one of the following in common:

  • One or more matching emails

  • One or more matching phone numbers (including prefix + number)

If no email or phone overlap exists, the ambassadors are not compared even if names are similar.

Condition 2: Match Confirmation (Optional, evaluated only after Condition 1 passes)

Once an overlap exists (Condition 1), two ambassadors are considered a match if any one of the following is true:

  • Emails are exactly the same

  • Phone numbers are exactly the same

  • Names are exactly the same

  • Names are considered similar (e.g, “Rob Smith” and “Robert Smith”, or initials like “J. Doe” and “John Doe”)

Ambassador Matching Details

When viewing the “Ambassadors In Both” tab, users can get more context about how an ambassador from the previous campaign was matched to one in the new campaign by hovering over the data under the "Previous Name" column in the table.

On hover:

A tooltip-style panel appears showing a side-by-side comparison:

  • Previous Campaign:

    • Name

    • One or more email addresses

    • Phone number(s)

  • New Campaign:

    • Name (which may differ)

    • Matching email(s)

    • Matching phone number(s), if any

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