The fields available for an advanced search are based on the type of search you run.
If a field is grayed out or does not appear, it means that field is not part of the search type you've selected. By default, results can return that are similar to what you entered. For example, if you enter "Sam," we also will return results for "Samuel," "Samantha," and all other variations. To search based exactly on how you entered the information on the Advanced search screen, select Exact match only.
Search Parameters
When you search for saved prospect records, you can set criteria for how the application searches. You can limit the search by record type, limit the number of results that return, and whether to include inactive or deceased records. For example, if you want to search for a household, it helps to limit by record type so you do not have to sort through individual and household results.
Biographical Search Fields
The biographical criteria are especially helpful when you know the prospect you are looking for, whether it's in your database or when you search the Target Analytics external prospecting database. For new prospects, the more information you provide, the easier it is to find your prospect with confidence.
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Field Name |
Description |
|---|---|
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Last name, First name, Middle name, Nickname, Spouse last name, Spouse first name, HH member last name, and HH member first name |
We recommend you start with as much name information as you know to help you find your prospect. If no results return, then we recommend you remove information. When you search for new prospects, we do not search by spouse since Experian can return additional household members. Instead, the name you enter here will be matched to all household members on the Experian record. When you add and screen the individual, you can choose which household member is the spouse. |
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Address information |
Enter as much of the address as you know. However, a more broad search by ZIP or state may help you find a prospect when an exact address in a large metropolitan area is not known. |
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Business name |
Do you know the business name but not the prospects associated with the business? You can enter a business name and leave the prospect name fields blank. The search results will include all prospects with a business ownership association to the name you entered. |
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Business identified? |
Select if you want to include prospects linked to a Dun & Bradstreet record. |
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Age range |
We have you search by age range instead of date of birth to provide the best possible results. Date of birth is more important when you perform a WealthPoint screen later. |
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Class of |
Enter a class of year on which to base your search. This field is helpful if you want to cast a wider net of prospects in ResearchPoint from a specific class year and a minimum amount of estimated wealth. |
Wealth & Giving Search Fields
Wealth and giving criteria in the Advanced search screen can especially help you find a group of prospects. While it's not often that you search for someone not known to your organization previously, we do provide this capability so you can search for new prospects who meet your wealth and giving criteria. Name information is not required on the Advanced search screen. However, most wealth and giving criteria are only available when you search for new prospects.
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Field Name |
Description |
|---|---|
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Overall rating |
When you search for prospect records in ResearchPoint, you can select an overall rating on which to base your search. |
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Min. estimated wealth |
When you search for prospect records in ResearchPoint, select an estimated wealth rating on which to base your search. For example, you can search all prospects in your database that include a primary address in Charleston, SC with an estimated wealth of more then $1 million. |
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Min. confirmed wealth and Max. confirmed wealth |
Select an amount to filter the search results. Confirmed wealth is data that has a confidence rating of 5. |
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Total giving, Largest gift, and Giving categories |
If you enter giving criteria, the Target Analytics prospecting databases searches NOZA data for prospects who meet your requirements. |
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Real estate value |
Select a real estate value range. The Target Analytics prospecting database searches CoreLogic data for prospects who meet your requirements. |
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Securities value |
Select a securities value range. The Target Analytics prospecting database searches Thomson Financial data for prospects who meet your requirements. |
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Household income est. and Discretionary spending est. |
Select an income and discretionary spending estimate range. The Target Analytics prospecting database searches Experian data for prospects who meet your requirements. |
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Household Mosaic |
Select the household mosaic on which you want to base the search. For example, you can search for all A02-Power Elite prospects in Charleston, SC by completing the City, State, and selecting the A02-Power Elite option on the Household Mosaic screen. Household Mosaic rankings are provided by Experian. |