WealthEngine

WealthEngine 3

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

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 22

• Nonprofit: Integrations
• How to generate an API key?
• Salesforce Install Guide
• DonorDirect Set up guide
• Salesforce User Guide

View all 22

Resources 4

• Nonprofit: Top Questions from New Clients
• Commercial: Top Questions from New Clients
• Commercial: Video Library
• WealthEngine Terms of Use

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 2

• How to Do an Express Screening
• Batch Screening

Best Practices 2

• Screening Best Practices
• Express vs Batch

Templates 4

• Express Screening: Detailed Template
• Express Screening: Basic Template
• Batch Upload: Input File Specifications
• How to Create a Custom Import Template

Checklist 0

How-To Guides 2

• 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 9

• Guide: My Profiles
• Working With Your Results in My Profiles
• My Profiles: Working with Results
• My Profiles: Managing Lists
• My Profiles: Filters,Tags & Badges

View all 9

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? 2

• Commercial: How are profiles made?
• Where to locate stock data within a profile

Working With Profiles 7

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

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