What are Insights?

Insights provide a dashboard view that includes vital information about your contacts.

Insights are the first dashboard view of your newly imported contact list and provide information like "State Affinity," "Wealth Rating," "Giving Capacity Over 5 Years", "Gender," "Generational Breakdown," and more.

State Affinity

The "State Affinity" segment predicts what state the people in your contact list have the most significant affinity towards. This means they could reside there, have gone to college there, used to work in that state, or have a second home there, etc.

Example: Selling ski and winter gear and noticing a significant affinity to Colorado, Massachusetts, and Connecticut.

Wealth Rating and Giving Capacity

"Wealth Rating" predicts the net worth ranking of a prospect list. For example, anyone in the 81-100 bracket is usually a part of the wealthiest 20% of the country, and the lowest bracket is people who have a net worth between $-960 and $2k or $5k.

"Giving/Spending Capacity Over 5 Years" Giving Capacity is a projection of the prospects' likely capacity to donate/spend over five years.

    • This projection is calculated using:
      • Net worth
      • Home value
      • Value of luxury goods
      • Value of investments
      • Past donations (to any organization)


Gender and Education

The "Gender" segment predicts what gender the binary gender of prospects.  

The "Education" segment predicts what level of education prospects have received.


Generational Breakdown

"Generational Breakdown" predicts what generation prospects are part of. This can help you with messaging, content, and campaigns to yield maximum ROI.

Responses Likelihood

This segment focuses on what types of outreach your prospects should respond to. For example, 14% of prospects are predicted to respond via social media in this data set, while 71% are highly likely to respond via e-mail. This can help maximize your ROI by focusing your message on the right channel. 

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