Once you’ve created a look-alike model you can compare individuals to see how similar or different they are from the people in that model. This will help you figure out which leads look most like your constituents!

  •   Note: for more information, check out the Modeling section of our Knowledge Base.


This article will cover:

  • What model?
  • The Score
  • How-To



What model?

In My Profiles you can build a look-alike model based off a list of your top constituents. It will compare the attributes of the people in your file against the U.S. National Average in order to identify what qualities most set your people apart. What makes them unique? WealthEngine then uses the top 30 attributes to create the model.


This is done on a scale of -100 to 100, with 0 representing the national average. If your list has a higher proportion of that attribute than the national average, the number will be positive. If it’s lower, it will be negative. The further the number is from zero, the more exceptional that makes them.

 


The Score

Once you’ve built your model, you can then score profiles against it to see how much they resemble your top people, based on those 30 attributes. An individual will be scored from 1-100, with 1 = least similar, and 100 = most similar. When you later export your list into an Excel spreadsheet, it will include their model score.

  • Note: For instruction on exporting your file, check out our Export Guide.

 


How-To:


Step 1: You can do this right from My Profiles!



Step 2: Select what you want to be scored. 

You can score a model against everyone in My Profiles, a specific list/s, or even individual records that you have manually chosen.


Step 3: Click Score at the top of the page.


Step 4: Tell the system which model you want to use. 

It will immediately begin processing.


Step 5: Wait for the scores to populate.

You can resume your work while it continues to process. The My Profiles table will display the scores once it is done.