The Inner Circle feature is a complimentary WealthEngine service that shows connections between members of your Inner Circle, and the people you search for or screen in the Platform. Your Inner Circle is a list of people who are most committed to your organization’s missions and goals (those you would entrust with starting the conversation for a major solicitation), and typically includes such people as current or former board members, key volunteers, and dedicated top donors/prospects. Once you have decided who these people are, fill out the template and send it into us using the Batch Upload option under screening. Don't worry, this will not use up any of your credits!
Make sure to flag the Inner Circle members early to take the most advantage of this feature – connections do not show retro-actively on individuals you searched before you’ve set up your Inner Circle. This list is refreshed nightly, so it will be up and running the next day.
Scroll to the bottom of this article to download the template!
| Input Field | Is it required? | Notes | |
|---|---|---|---|
| 1 | Client UID | User Supplied ID (DMS or Constituent Record ID)* | |
| 2 | Inner Circle | Required | Mark Y for everyone to add to your Inner Circle |
| 3 | First Name | Required | |
| 4 | Middle Name | ||
| 5 | Last Name | Required | |
| 6 | Address Line 1 | Required | Street Address Line 1 |
| 7 | Address Line 2 | Street Address Line 2 | |
| 8 | Address Line 3 | Street Address Line 3 | |
| 9 | City | Required | Primary Address City |
| 10 | State | Required | Primary Address State |
| 11 | Zipcode | Required | Primary Address Zip |
| 12 | Zip+Four | Primary Address Zip+4 | |
| 13 | Business Name |