WealthEngine

WealthEngine 2

• Intro to Real Estate Data
• WealthEngine Data Update: A Critical Focus on Cleanliness

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

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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

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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

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

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

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

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)

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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About Models 0

Look-Alike Models 0

Custom Models 0

Checklist 0

How-To Guides 0

Best Practices 0

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

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Additional Resources 2

• Tools
• The WealthEngine Mobile App

Linked in Platform 4

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

The Move to WE9 0