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Knowledge base
WE Introduction
WealthEngine
4
Intro to Real Estate Data
WealthEngine Data Update: A Critical Focus on Cleanliness
PinPoint Retirement
Top Takeaways for Optimizing Emails with WealthEngine
Getting Started
Checklist
5
Quick Start Video
WealthEngine Onboarding & Training
Getting Started Checklist
The Inner Circle
Major Donor List
Your Account
3
My Account
Usage Limits
Manage Account
Setting Up Your Users
3
Adding Users How-To
Customizing Users
Updating-Replacing email address
Templates
2
Inner Circle Template
Nonprofit: Major Donor Template
Integrations
17
Nonprofit: Integrations
How to generate an API key?
Salesforce Install Guide
DonorDirect WealthEngine Integration Setup
Salesforce User Guide
View all 17
Resources
6
Resources for Getting Started
Top Questions from New Clients
Video Library
Nonprofit: Video Library
Questions?
View all 6
Search
WE Search
2
Search
Email Search
Person Search
3
Quick vs Advanced Person Search
Choosing the Right Profile in Quick Search
Marital Status Codes and Definitions
Organization Search
1
Organization Search
Address Search
1
Address Search
Screening
Checklist
1
Submitting a Screening
How-To Guides
2
How to Do an Express Screening
Batch Screening
Best Practices
2
Screening Best Practices
Express vs Batch
Templates
5
Batch Upload: Input File Specifications
Express Screening Basic Template
Express Screening Detailed Template
How to Create a Custom Import Template
Express Screening Email Template
ID Filtering
1
ID Filtering
Prospecting
Checklist
1
Prospecting Checklist
How-To Guides
2
Setting Up Your Suppression
How to Pull a Prospect List
Best Practices
2
Prospect List Best Practices
Prospect - The Point of No Return
Working with Results
My Profiles
10
My Profiles section guide
Working With Your Results in My Profiles
Enhancements to WE Analyze
My Profiles: Working with Results
My Profiles: Managing Lists
View all 10
Exporting Your Results
4
My Profiles: Exporting Your Results
How To: Create Custom Export Template
Restriction on Exporting Inner Circle & Major Donor Lists in My Profiles
List of Export Templates
Donor Pyramid
2
Nonprofit: Understanding Your Donor Pyramid
How To: Build Donor Pyramid
WE Analyze
1
WE Analyze
Data and Profile Strategy
How are Profiles Made?
2
How are profiles made?
Where to locate stock data within a profile
Working With Profiles
7
Profile Structure
Reading a Profile Best Practices
Connections
Diving Deep into a Profile
Editing Profiles
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Ratings and Scores
5
Ratings and Scores Overview
Gift Capacity: Formula Details
How to Customize Gift Capacity
The WealthScore
P2G (Propensity to give)
Modeling
About Models
2
What is Modeling?
Modeling Best Practices
Look-Alike Models
3
Look-Alike Models
How to Make a Look-Alike Model
Scoring Against a Model
Custom Models
14
Designing a Custom Model
Commercial: Enterprise Models
Nonprofit: Custom 4-Pack Modeling Suite
Commercial: Customer Lifetime Value Model
Nonprofit: Enterprise Models
View all 14
Mobile App
Mobile App
1
The WealthEngine Mobile App