Once you’ve created a 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
In My Profiles you can build a model based on 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 is lower, it will be negative. The further the number is from zero, the more exceptional that makes them.
- Note: For more information, check out our Modeling resources.
Once you’ve built your model, you can then score profiles against it to see how closely 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.
Step 1: You can do this right from My Profiles!
Step 2: Customize the display.
You must apply a custom display to My Profiles before you are able to score profiles against a model; the process should only take a minute. If you have already done this, you can proceed to Step 3.
- Note: This step is due to a current bug. It should be resolved soon!
Substep 1: Click More.
Substep 2: Select Customize Table Display.
Substep 3: On the resulting page, click New Template.
This will bring you to the page where you can alter which fields are showing up in the main My Profiles view. There are two sections: Available Columns on the left and Selected Columns on the right.
The “Available Columns” section lists all the fields that can be displayed. The “Selected Fields” pane on the right will be show those that are already included.
Substep 4: Make a change.
If you want to add, subtract, or rearrange fields, this is your opportunity to do so. However, for the purposes of scoring a profile, you only have to make one minor change. For example:
Click on "Last Name" in the right-side panel and drag it to the top of the list:
Substep 5: Name the template.
Substep 6: Hit Save.
Substep 7: Wait for the template to appear in the list.
Substep 8: Hit Apply.
This will return you to the main view, where your selected changes have been applied.
Step 3: Choose who you want to score.
Now that the custom view has been applied, you can select the profiles you want to be scored against the model. This could be a full list or specific records within it.
Step 4: Click Score at the top of the page.
Step 5: Select the model you want to use. The system will immediately begin processing.
Step 6: Wait for results.
You can resume your work while it continues to process. The My Profiles table will display the score once it is done: