Virtuous Insights is a comprehensive donor and prospect research tool in Virtuous CRM+ that provides predictive insights, scoring, and recommendations. You can use many of these scores and values as parameters in the Query Tool to generate lists and power Automation Workflows that streamline next steps with these Contacts at scale.
Contact Fields Available
You can use all available Query parameters for Insights data from a Contact Query. Here are all the available parameters:
- Insights Match Confidence
- Composite Giving Score
- Composite Giving Category
- Wealth Capacity Score
- Wealth Capacity Category
- Connection Score
- Connection Category
- Likelihood Score
- Likelihood Category
- Recurring Giving Candidate
- Lapse Risk Score
- Lapse Category
- Volunteer Score
- Volunteer Category
- Planned Giving Score
- Suggested Gift Potential
- Net Worth
- Estimated Net Worth Range
- Income
- Annual Income Range
- Discretionary Income
- Zip Code Median Income
- Home Value
- Length of Residence
- Investment Properties Owned
- Estimated Donation Capacity Range
- Estimated Net Worth Range
You can target records by pairing any of these parameters with one another or with other standard Query parameters.
Example
In this example, let's use the parameter "Recurring Giving Candidate is High" to identify Contacts that do not have a Recurring Gift, but are highly likely to do so.
This list can then be used as a communication list for sending handwritten invitations to join your recurring giving program. If you would like to download this list, you can check out this article to learn more about exporting Insights data from a Query.
Note: You may need to include additional parameters to further narrow down your list based on communication preferences and other data points not listed here.