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
• Nonprofit: The Inner Circle
• Nonprofit: Major Donor List

Your Account 3

• Nonprofit: My Account
• Nonprofit: Manage Account
• Nonprofit: Usage Limits

Setting Up Your Users 3

• Nonprofit: Adding Users How-To
• Nonprofit: Customizing Users
• Nonprofit: 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 6

• Nonprofit: Resources for Getting Started
• Nonprofit: Top Questions from New Clients
• Nonprofit: Video Library
• Questions?
• Nonprofit: WealthEngine Client Courses

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Checklist 5

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

Your Account 3

• Commercial: My Account
• Commercial: Manage Account
• Commercial: Usage Limits

Setting Up Your Users 3

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

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 5

• Nonprofit: Ratings and Scores
• Nonprofit: P2G
• Nonprofit: How to Customize Gift Capacity
• Nonprofit: Gift Capacity Formula
• Nonprofit: The WealthScore

Working With Profiles 6

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

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Additional Resources 1

• Nonprofit: Tools

How are Profiles Made? 1

• Commercial: How are profiles made?

Ratings and Scores 5

• Commercial: Ratings and Scores
• Commercial: P2G
• Commercial: How to Customize Gift Capacity
• Gift Capacity: Formula Details
• Commercial: The WealthScore

Working With Profiles 6

• Commercial: Profile Structure
• Commercial: Connections
• Commercial: Reading a Profile Best Practices
• Commercial: Diving Deep into a Profile
• Commercial: Editing Profiles

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Additional Resources 1

• Commercial: Tools

WE Search 1

• Nonprofit: Search

Person Search 3

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

Organization Search 1

• Nonprofit: Organization Search

Address Search 1

• Nonprofit: Address Search

WE Search 1

• Commercial: Search

Person Search 2

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

Organization Search 1

• Commercial: Organization Search

Address Search 1

• Commercial: Address Search

Checklist 1

• Nonprofit: Submitting a Screening Checklist

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

• Nonprofit: Screening Best Practices
• Nonprofit: Express vs. Batch

Templates 2

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

Checklist 1

• Checklist: Submitting a Screening

How-To Guides 3

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

Best Practices 2

• Commercial: Screening Best Practices
• Commercial: Express vs. Batch

Templates 2

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

About Models 1

• Nonprofit: What is Modeling?

Look-Alike Models 4

• Nonprofit: Look-Alike Models
• Nonprofit: How to Make a Look-Alike Model
• Nonprofit: Scoring Against a Model
• Nonprofit: Modeling Best Practices

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 1

• Commercial: What is Modeling?

Look-Alike Models 4

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

Custom Models 3

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

Checklist 1

• Nonprofit: Pulling a Prospect List Checklist

How-To Guides 2

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

Best Practices 2

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

Checklist 1

• Commercial: Prospecting Checklist

How-To Guides 2

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

Best Practices 2

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

My Profiles 7

• Nonprofit: My Profiles Section Guide
• Nonprofit: Working with your results in My Profiles
• Nonprofit: Managing Your Lists in My Profiles
• Nonprofit: Filters and Tags & Badges
• Nonprofit: 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 7

• Commercial: My Profiles Section Guide
• Commercial: Working With Your Results in My Profiles
• Commercial: Managing Lists in My Profiles
• Commercial: Filters and Tags & Badges
• Commercial: Filtering by Data Source

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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