We’re excited to continue rolling out new features on a constant and consistent basis. We’ll be keeping you in the loop with a monthly (at minimum) blog post highlighting the new improvements. Please enjoy this new installment and be sure to give us feedback!
1. New Donation Accuracy System
Finding donors with proven donation history is critical to your prospecting efforts. We also know that your time is precious, and we want you to invest it in the right people. But with so many possible donation matches out there, how do you find the best possible match without giving up your day job?
With our new three-color donation accuracy scoring system, we made it super easy to identify confirmed donations. See below how it works:
Green Indicates that donations are confirmed by means of many data points (from your donor’s identifiers) matching our donation records. As our system is continuing to learn, you may find anomalies; please let us know when you find those through our in-app messaging service.
Semi-confirmed donations represent lower rates of matches between donor identifiers and donation records, producing an orange, partial confirmation. If this person is a key donor, further investigation into their donation history is needed. You can start with the linked 990s on their profile page.
Unconfirmed donations are due to only matching on donor name, leaving much room for error. Like semi-confirmed donations, using the linked 990s and other source material on the donor profile will facilitate you in further investigating their donation history.
We encourage you to engage donors’ history on a one-by-one basis, hovering over their profile line, or filtering by donation accuracy in the right pane. Either way, you have the best chance of knowing whether you’re looking at a donor that you know is worth your outreach or requires a deep dive profile scan.
Please let us know if this new system works for you and if you have any new recommendations!
2. New filters
We’re excited to announce two new filters on our platform: Birthday and Generation filters. With the Birthday filter, you can now filter search results based on specific birth dates, or you can select a particular month of the year. Additionally, we’ve added a feature that allows you to quickly check who has a birthday today, this week, and next week.
Our new Generation filter allows you to select a specific generation and instantly filter the search results accordingly. Whether you’re looking for Baby Boomers, Generation X, Millennials, or Generation Z, we’ve got you covered!
3. Introducing: Notes!
Our latest addition: Notes! With the new Notes feature, you can now take notes on each profile that you identify, making it easier to keep track of important information about each person. The Notes feature includes multiple functionalities such as editing, replying, and deleting.
Soon, we’ll be adding the ability to tag other users from your team, so you can collaborate on notes and keep everyone in the loop. We hope you enjoy this new feature and find it helpful in managing your profiles on our platform.
4. Information tooltips
We’ve added Information tooltips to help you understand each feature on our platform. Whether you’re a new or seasoned user, our tooltips will provide you with the necessary information to get the most out of our features.
They’re easy to use and available all across the website. We hope you find this new feature helpful in navigating our platform.
5. Improved upload experience and adding single donors
You now have three options to add prospects for enrichment. File upload, copy-paste, and our new single prospect upload.
You simply click Add contact and fill in the form with the contact details.
Stay tuned for more updates!