Add Rating Information to Constituent

If your organization uses a likelihood-to-give ratings model to track constituents and their likeliness to make a gift, you can enter this information on individual constituent records. The ratings are based on attribute categories. You create attribute categories using Attribute Categories in Administration. Once you create the attribute category in Administration, you can assign the category and a ratings value using the Add option available on the Model scores and ratings screen.

For example, your likelihood-to-give categories are Major Gift, Planned Gift, and One-time Gift; and the values used to rate each category are A1 - highly, A2 - somewhat, A3 - not very, and A4 - not at all. Using Attribute Categories in Administration you can create attribute categories for Major Gift, Planned Gift, and One-time Gift. From the constituent’s Model scores and ratings screen, you can then assign the attribute category and enter the appropriate rating value: A1 - highly, A2 - somewhat, A3 - not very, and A4 - not at all.

Note: For more information about creating modeling and ratings data, see Create Customized Ratings.

Add Likelihood-to-give Rating Information to a Pospect

 

 

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