WealthEngine

WealthEngine 4

• Intro to Real Estate Data
• WealthEngine Data Update: A Critical Focus on Cleanliness
• PinPoint Retirement
• Top Takeaways for Optimizing Emails with WealthEngine

Checklist 6

• Quick Start Video
• WealthEngine Onboarding & Training
• Getting Started Checklist
• The Inner Circle
• Major Donor List

View all 6

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 1

• Nonprofit: Major Donor Template

Integrations 17

• Partner Integrations
• How to generate an API key?
• Salesforce Install Guide
• DonorDirect WealthEngine Integration Setup
• Salesforce User Guide

View all 17

Resources 4

• Resources for Getting Started
• Top Questions from New Clients
• Questions?
• WealthEngine Terms of Use

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

Checklist 1

• Submitting a Screening

How-To Guides 1

• Batch Screening

Best Practices 3

• Screening Best Practices
• Express vs Batch
• Common File Formatting Issues in Screening

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

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

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

Utilizing the RFM Score 3

• What is RFM?
• How to Calculate the RFM Score
• The Giving vs Capacity Report

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

View all 7

Ratings and Scores 5

• Ratings and Scores Overview
• Gift Capacity: Formula Details
• How to Customize Gift Capacity
• The WealthScore
• P2G (Propensity to give)

Data Vendors 1

• Understanding Data Vendor Types: Recurring vs Static Vendors

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 1

• The WealthEngine Mobile App

NEW 2025 1

• How to Do an Express Screening