boodleAI Terms

A quick guide to terms in Guidon.

The Basics

• Contact List: 

  A set of records uploaded by a user for analysis by Guidon, to get the best result it will include:

  • First Name
  • Last Name
  • Email Address
  • Mailing Address
  • Phone Number
  Once the records are uploaded they will go through Identity Resolution and Identity Enrichment.

• Feature. One of the 1,200 data fields from our third-party data sources - e.g. "voters age".
• Identity Resolution Matching individuals in the Contact List to multiple databases to give a complete picture of a client/donor 
• Identity Enrichment Once Identity Resolution for each person on your Contact List Guidon adds 1,200 potential data points of demographic, psychographic, and affinity data to each record. 
• Persona. A representation of reported data for a Contact List uploaded to Guidon that includes data includes demographic information, financial signals, and interests. 

For more information on Personas: What are Personas?

• Prospect Insights.  A standardized set of basic and advanced predictions made by Guidon about a Contact List.
  
  • Prospect Insights Report.  A high-level graphical summary of Prospect Insights. 
  • Prospect Insights Data. A downloadable CSV of the Prospect Insights predictive scores for each record in a Contact List.

Basic and Advanced Predictions

• Using third-party data sources, boodleAI has created a number of pre-built predictive models available for immediate use. These can be applied to a contact list to produce predictions - either basic or advanced.

For more information on Basic Predictions: Basic Predictions 

For more information on Advanced Predictions: Advanced Predictions

• • Predictive Scores.  The score given to a record in a Contact List as a result of applying either Basic or Advanced Predictions. 
  • Basic Predictions include:
    • State Affinity 
    • Gender 
    • Generational Breakdown 
    • Education Level
    • Industry 
    • Responsiveness to Direct Mail, Email, Phone, SMS, and Social. 

For a more in-depth list:  Basic Predictions Library

• • Advanced Predictions include: 
    • Wealth Rating 
    • Giving / Spending Capacity 
    • Preferred Channel 

For more information on how to use predictions: How to use Basic and Advanced Predictions

Custom Predictions

• Custom Model. A tailored predictive model created by Guidon using customer first-party data combined with third-party data after identity resolution and identity enrichment. This model can be applied to a contact list to produce Custom Predictions. 
• Training Dataset. The records that are used to create and test a Custom Model.
  • Positive Training Data. Records that fit the model, that a customer would want to see more of. 
  • Negative Training Data. Records that do not fit and a customer would see less of. 
• Custom Predictive Scores. The score that is given to a record in a Contact List after applying a custom prediction.