WealthEngine

New Features and Improved Functionality 8

• Nonprofit: What's New - Key Highlights
• Nonprofit: Recent Updates to Searching
• Nonprofit: Recent Updates to Screening
• Nonprofit: Recent Updates to Profiles
• Nonprofit: Recent Updates to Working with Results

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The Move to WE9 8

• Nonprofit: Who Moved My Tabs?
• Nonprofit: WE9 Video Library
• Nonprofit: How did Searching change in WE9?
• Nonprofit: How did Screening change in WE9?
• Nonprofit: How did Prospecting change in WE9?

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New Features and Improved Functionality 6

• Commercial: What's New - Key Highlights
• Commercial: Recent Updates to Searching
• Commercial: Recent Updates to Screening
• Commercial: Recent Updates to Profiles
• Commercial: Recent Updates to Working With Results

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The Move to WE9 8

• Commercial: Who Moved My Tabs?
• Commercial: WE9 Video Library
• Commercial: How did Searching change in WE9?
• Commercial: How did Screening change in WE9?
• Commercial: How did Prospecting change in WE9?

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Checklist 5

• Nonprofit: 10-Minute Quick Start Video
• Nonprofit: Getting Started Checklist
• Nonprofit: WealthEngine Client Courses
• The Inner Circle
• Nonprofit: Major Donor List

Your Account 2

• My Account
• Manage Account

Setting Up Your Users 3

• Nonprofit: Adding Users How-To
• Nonprofit: Customizing Users
• Updating your Username/Email

Templates 2

• Nonprofit: Inner Circle Template
• Nonprofit: Major Donor Template

Integrations 12

• Nonprofit: Integrations
• Nonprofit: Salesforce Install Guide
• DonorDirect Set up guide
• Nonprofit: Salesforce User Guide
• Nonprofit: Abila Millennium Integration

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Resources 5

• Nonprofit: Resources for Getting Started
• Nonprofit: Top Questions from New Clients
• Questions?
• Nonprofit: WealthEngine Client Courses
• WealthEngine Terms of Use

Checklist 4

• Commercial: 10-Minute Quick Start Video
• Commercial: Getting Started Checklist
• Commercial: Inner Circle Template
• Commercial: WealthEngine Client Courses

Your Account 1

• Usage Limits

Setting Up Your Users 2

• Commercial: Adding Users How-To
• Commercial: Customizing Users

Integrations 9

• Commercial: Integrations
• Commercial: Salesforce Install Guide
• Commercial: Salesforce User Guide
• Commercial: Abila Millennium Integration
• Commercial: Metafile ResultsPlus Integration

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Resources 4

• Commercial: Resources for Getting Started
• Commercial: Top Questions from New Clients
• Commercial: Video Library
• Commercial: Questions?

How are Profiles Made? 1

• Nonprofit: How are profiles made?

Ratings and Scores 2

• Ratings and Scores
• How to Customize Gift Capacity

Working With Profiles 6

• Nonprofit: Profile Structure
• Connections
• Nonprofit: Reading Giving and Donations Data
• Nonprofit: Strategy for Reading a Profile
• Nonprofit: Editing Profiles

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Additional Resources 2

• Tools
• The WealthEngine Mobile App

How are Profiles Made? 1

• Commercial: How are profiles made?

Ratings and Scores 2

• Gift Capacity: Formula Details
• The WealthScore

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

WE Search 0

Person Search 2

• Nonprofit: Choosing the Right Profile in Quick Search
• Marital Status Codes and Definitions

Organization Search 0

Address Search 0

WE Search 1

• Search

Person Search 2

• Quick vs Advanced Person Search
• Commercial: Choosing the Right Profile in Quick Search

Organization Search 1

• Organization Search

Address Search 1

• Address Search

Checklist 0

How-To Guides 3

• Nonprofit: How to Do an Express Screening
• Nonprofit: How to Do a Batch Screening
• Nonprofit: How to Create a Custom Import Template

Best Practices 2

• Screening Best Practices
• Express vs Batch

Templates 2

• Nonprofit: Express Screening Basic Template
• Nonprofit: Express Screening Detailed Template

Checklist 1

• Submitting a Screening

How-To Guides 2

• Commercial: How to Do an Express Screening
• Commercial: How to Do a Batch Screening

Best Practices 0

Templates 2

• Commercial: Express Screening Basic Template
• Commercial: Express Screening Detailed Template

About Models 4

• What is Modeling?
• Descriptive vs Predictive Models (DRAFT)
• WealthEngine Model Types (early draft/notes!!)
• Glossary of Modeling Terms (just started!!)

Look-Alike Models 2

• Nonprofit: How to Make a Look-Alike Model
• Nonprofit: Scoring Against a Model

Custom Models 12

• Nonprofit: Designing a Custom Model
• Nonprofit: Custom 4-Pack Modeling Suite
• Nonprofit: Enterprise Models
• Nonprofit: Annual Giving Model
• Nonprofit: Donor 360 Model

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About Models 0

Look-Alike Models 3

• Look-Alike Models
• Commercial: Scoring Against a Model
• Modeling Best Practices

Custom Models 3

• Commercial: Designing a Custom Model
• Commercial: Enterprise Models
• Commercial: Customer Lifetime Value Model

Checklist 1

• Prospect List Best Practices

How-To Guides 2

• Nonprofit: Setting Up Your Suppression
• How to Pull a Prospect List

Best Practices 2

• Pulling a Prospect List Best Practices
• Nonprofit: Prospect - The Point of No Return

Checklist 1

• Prospecting Checklist

How-To Guides 1

• Commercial: Setting Up Your Suppression

Best Practices 1

• Commercial: Prospect - The Point of No Return

My Profiles 7

• My Profiles Section Guide
• Nonprofit: Working with your results in My Profiles
• Nonprofit: Managing Your Lists in My Profiles
• Nonprofit: Filters and Tags & Badges
• Filtering by Data Source

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Exporting Your Results 2

• Nonprofit: Exporting Your Results
• Nonprofit: Creating a Custom Export Template

Donor Pyramid 2

• Nonprofit: Understanding Your Donor Pyramid
• Nonprofit: How to build your Donor Pyramid

My Profiles 5

• Commercial: Working With Your Results in My Profiles
• Commercial: Managing Lists in My Profiles
• Commercial: Filters and Tags & Badges
• Commercial: Customizing Your Display
• Commercial: Reading "Analyze" Results

Exporting Your Results 2

• Commercial: Exporting Your Results
• Commercial: Creating a Custom Export Template

WealthEngine9 2

• WealthEngine 9: See What’s New
• Intro to Real Estate Data

Linked in Platform 4

• WealthEngine Client Courses
• Express Screening: Detailed Template
• Express Screening: Basic Template
• Batch Screening