Once you have gotten the results back from your screening, that is of course only the beginning; your next task is to segment it. If you’ve submitted a large list, it can be especially hard to figure out where your focus should be and who you should be talking to. WealthEngine built the filters and tags in My Profiles to serve this very purpose!

 

This article will cover:

  • Filters      
    • How it Works
    • Use Cases
  • Tags
    • How it Works
    • Use cases



Filters

This tool allows you to find the special people in your file by choosing from over 50 different attributes. Your options range from key scores and wealth ratings to the specific data sources the profiles matched to! After all, if you screen 10,000 individuals, you want to quickly identify who among them should be your focus.


How it Works


Applying Attributes

The Filters section on the left of the My Profiles page lists eleven categories of attributes. Click on a category to open it and then, using the different options, specify what you are looking for. Then click "Apply!"


Keep in mind that the "Any of" label will appear in some categories (e.g. Research Details).


This means that if you select three attributes from that section, the filter will pull people who have any one of those qualities. However, you can click to change this to "All of" - then it will only show you people who match to all of them!


Removing Attributes

Once you’ve applied a filter to your file, you’ll see all of the attributes listed across the top of the page, each in its own box. To remove one, simply click on the “x” icon.


Use Cases

You can combine all sorts of different qualities in a filter, depending on what you’re looking for! For example, you could pull profiles that (based on their ties to data) are… 


Top people:

  • Net Worth: $25MM+
  • Board Member
  • Matching to Wealth ID Securities (insider stock)
  • Business Ownership: $5MM+


Right group for a specific mailing or product:

  • Net Worth: $1 - 5MM
  • Age: 35 – 65 years
  • Married
  • Washington, D.C. Metro Area
  • Boat Owner

 


Tags

While there are a wide variety of provided attributes to choose from, you may find that you want something a little more customized. After all, every organization is different! You likely have unique or highly specific qualities that would help you when segmenting your list – if only they were options in Filters. This is where the Tags come in.

  • Note: Before the WE9 product release you were able to create and organize profiles into subfolders; the tagging system now serves that purpose. 



How it Works


Managing Tags

If you want to create new tags as well as view, edit, or delete existing ones, you will do this in your My Profiles section. Simply click on the …More tab at the top of the page and then select Tag Manager.


Applying Tags

There are two methods of applying/removing those tags to your people. 


Option 1: you can do so one-at-a-time by accessing and editing that person’s individual profile.


Option 2: you can do this en masse in My Profiles. Select the profiles you want to tag or un-tag and then click on the "Tag" tab at the top of the page. Follow the instructions, choose the relevant tag/s, and save!

  • Note: This is also how you can apply badges to multiple people at once. To learn more about Badges, check out our My Profiles Guide.


Using in Filters

Once you’ve created your tag and it’s been applied to the right profiles, you can use it when applying filters; it should appear under the "Tags" category.


Use Cases

There are a lot of different ways you can take advantage of tags, so feel free to get creative. For example, a tag can… 


Signify your relationship:

  • New Client
  • Top Customer
  • Loyalty Program Member


Mark the type of campaign they are a part of:

  • Direct Mail
  • Email Campaign


Identify specific qualities you can use for cultivation:

  • Customers in Mid-West
  • New York City Conference Attendees
  • Interest – Luxury Watches


You can even use tags to delineate who in your team is doing what!

  • Robert Assigned
  • Group 1