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Knowledge base
WE Introduction
WealthEngine
2
Intro to Real Estate Data
WealthEngine Data Update: A Critical Focus on Cleanliness
Getting Started
Checklist
5
10-Minute Quick Start Video
Nonprofit: WealthEngine Client Courses
Getting Started Checklist
The Inner Circle
Nonprofit: 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
21
Nonprofit: Integrations
Salesforce Install Guide
DonorDirect Set up guide
Salesforce User Guide
Nonprofit: Abila Millennium Integration
View all 21
Resources
8
Nonprofit: Resources for Getting Started
Commercial: Resources for Getting Started
Nonprofit: Top Questions from New Clients
Commercial: Top Questions from New Clients
Commercial: Video Library
View all 8
Search
WE Search
1
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
4
Nonprofit: How to Do an Express Screening
Commercial: How to Do an Express Screening
Commercial: How to Do a Batch Screening
Nonprofit: How to Create a Custom Import Template
Best Practices
2
Screening Best Practices
Express vs Batch
Templates
3
Commercial: Express Screening Basic Template
Nonprofit: Express Screening Basic Template
Nonprofit: Express Screening Detailed Template
Prospecting
Checklist
2
Prospect List Best Practices
Prospecting Checklist
How-To Guides
3
Nonprofit: Setting Up Your Suppression
Commercial: Setting Up Your Suppression
How to Pull a Prospect List
Best Practices
3
Pulling a Prospect List Best Practices
Commercial: Prospect - The Point of No Return
Nonprofit: Prospect - The Point of No Return
Working with Results
My Profiles
8
Guide: My Profiles
My Profiles: Working with Results
My Profiles: Managing Lists
My Profiles: Filters,Tags & Badges
My Profiles: Customizing Your Display
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Exporting Your Results
2
My Profiles: Exporting Your Results
How To: Create Custom Export Template
Donor Pyramid
2
Donor Pyramid: Understanding
How To: Build Donor Pyramid
Data and Profile Strategy
How are Profiles Made?
1
Commercial: How are profiles made?
Working With Profiles
5
Commercial: Profile Structure
Commercial: Reading a Profile Best Practices
Commercial: Diving Deep into a Profile
Commercial: Editing Profiles
Commercial: Reading Giving and Donations Data
Additional Resources
0
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
2
Nonprofit: How to Make a Look-Alike Model
Scoring Against a Model
Custom Models
15
Nonprofit: Designing a Custom Model
Commercial: Designing a Custom Model
Commercial: Enterprise Models
Nonprofit: Custom 4-Pack Modeling Suite
Commercial: Customer Lifetime Value Model
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Modeling models
About Models
0
Look-Alike Models
0
Custom Models
0
Prospecting Checklist
Checklist
0
How-To Guides
0
Best Practices
0
Mobile APP
How are Profiles Made?
1
Nonprofit: How are profiles made?
Working With Profiles
6
Nonprofit: Profile Structure
Connections
Nonprofit: Reading Giving and Donations Data
Nonprofit: Strategy for Reading a Profile
Nonprofit: Editing Profiles
View all 6
Additional Resources
2
Tools
The WealthEngine Mobile App
Linked in Platform
Linked in Platform
4
WealthEngine Client Courses
Express Screening: Detailed Template
Express Screening: Basic Template
Batch Screening
Nonprofit: See What’s New
The Move to WE9
0