What Is Social Insights and How Does It Work? – Virtuous

Social Insights is an add-on feature that allows Virtuous CRM+ users to find and append social media handles and profiles, as employment and education information, for Individual records.

How Does It Work?

Virtuous CRM+ uses the primary email address on an Individual record to find and match to public social media profiles and recent employment and education information from the Individual. Once a match has been made, the available data will be automatically appended to the individual record. Matches are automatically refreshed every 30 days.

How Can I Use The Results?

Knowing who is active on which social platforms can be helpful to strategize outreach and help to personalize your donor communication. On the contacts page in Virtuous CRM+, you can filter by social platforms to get a subset of donors (for example, maybe you are hosting a Social Media Takeover Day in preparation for Giving Tuesday and you'd like to find all of your donors that are utilizing X (formerly known as Twitter)). Another way to utilize the results from the Social Insights Feature is to offer your donors different and unique ways to support based on their network (for example, learning that one of your donors owns a restaurant and engaging them in hosting a volunteer appreciation night or attended the local university to host an on-campus event). The opportunities are endless!

How Do I Make A Match?

Navigate to the Contact record, then the Social Insights tab to see each email address associated with the Contact record, grouped by Individual.

Select an email address to see the associated social media profiles.

All available results will display below in two main categories: Social Insights Results and Social Profiles.

Social Insights Results will show and pull in personal information, such as age, employment, and education
Social Profiles pulls in social media records and captures them as contact methods

What Happens If There's Not A Match?

Most people have a few email addresses and even more social profiles, so having a perfect data connection right off the bat isn't always possible. In the event that there isn't a match for a specific Individual, there are a few things to consider - the individual's social media profiles might be set to private, they could have multiple email addresses in use with their social profiles, or there is not yet an established identifier the third-party data provider that helps power Social Insights. The good news is that any time you select an email address to attempt a match and the social profile is not available (no match is made), it's logged in the third-party databased and they will continue to attempt to build out a profile in the future.

I'm In, How Do I Access It?

Social Insights is an add-on available within Virtuous CRM+ and can be activated at any time with a contract addendum. If you're ready to learn more, use the support widget within Virtuous CRM+ and your customer success manager can help you explore this feature!

What Happens If I Choose To Not Renew The Social Insights Feature?

We get it, sometimes you can't commit to ALL of the bells and whistles - we'll still love you!

One big thing to consider when it's time for renewal is that since these records are continually updated and refreshed if the Social Insights Feature is not active, any data that was automatically appended to your records are removed from Virtuous CRM+. The Social Insights feature must be active and current in your Virtuous CRM+ contract to maintain access to the data found and appended from these matches. You can always use the support widget within Virtuous CRM+ if you have questions specific to your contract.