Combine WealthEngine Results with Moves Plan Data | Scribe

    Combine WealthEngine Results with Moves Plan Data

    • Caitlin Lee |
    • 63 steps
      information ordinal icon
      Example Situation: Your executive director is headed to Milwaukee for a conference. She wants to reach out to contacts with a history of donating with capacity for high dollar donations before the conference to see if they'd be open to an in person meeting. \ \ You pull a report that includes contact info, donation history, WealthEngine results, and MMAP details for all donors within 25 mile radius of Milwaukee's downtown ZIPcode. You compile the results into a single spreadsheet for easy review by leadership.
      information ordinal icon
      Templates in use: Wealth screened contact summary [Template: Wealth-Screened Donors](https://docs.google.com/spreadsheets/d/1Lk7ak6Qz7kaYWwpsFqHTrkJ63BPw-pSuiPbA3_G5-0Y/copy) Export Format: WealthEngine Results Moves Report: Moves Management_WealthEngine Location Results

      Create a Saved Search of Donors

      1
      Navigate to the CREATE A LIST page.
      2
      Under CONTRIBUTIONS, add "0.01" as the minimum AMOUNT.
      3
      Click PREVIEW MY RESULTS.
      4
      Click ADD STEP and NARROW CONTACTS.
      5
      In the ADDRESSES section, set ZIP RADIUS to "25" Miles from Zip Code "53202". \ \ We selected 25 miles because our director can drive this distance within \~30 mins from downtown. The ZIPcode is selected cause it's at the center of Milwaukee's downtown.
      6
      Click PREVIEW MY RESULTS. We expect the number to decrease.
      7
      Click RUN SEARCH.
      8
      Click SAVE LIST AS.
      9
      Select SAVED SEARCH.
      10
      Select a folder, and name your search.

      Ensure all Contacts have been wealth screened lately

      11
      From MY LIST, select EDIT SEARCH and EDIT EXISTING SEARCH.
      12
      Click ADD STEP and REMOVE CONTACTS.
      13
      Under the WealthEngine section, set DATE RETRIEVED to "in the range of" and "This Year". \ \ WealthEngine data doesn't change drastically over a short timeframe, so it makes sense to only screen the profiles that haven't been screened ever or were screened a long time ago.
      14
      Click PREVIEW MY RESULTS. We expect the number of contacts to decrease or stay the same.
      15
      Click RUN SEARCH.
      16
      Click WEALTHENGINE and approve the data pull.