Manage Prospect Insights lists

Use Prospect Insights lists to help you manage your major giving cultivation efforts. For more information about the different lists, see Prospect Insights list comparison and the topics listed below in Related topics.

Note: Prospect Insights automatically creates lists using your prospect pool and predictive analytics to determine list composition. For more information on list availability and size, see Manage Prospect Insights lists.

List availability

List availability in Prospect Insights is determined by two factors: your prospect pool and user permissions.

The lists that appear in Prospect Insights depend on the nature of your constituents. Constituents must meet certain criteria to be included in a Prospect Insights list. If your prospect pool does not include constituents who meet the criteria for a list, and the list typically appears in Needs attention, instead of displaying an empty list, Prospect Insights doesn't display the list at all. Therefore, you may not see every lists described in the comparison chart below.

Some lists display all prospects only for users with certain permissions. For example, if your candidate pool includes prospects who meet the criteria for the Qualified and unassigned prospects list, Prospect Insights displays the list. However, only users with the Assign permission can view everyone on the list. Users without that permission cannot. Similarly, any list where the primary action is fundraiser assignment requires the Assign permission to be able to view everyone on the list.

List size

If your Prospect Insights lists have fewer prospects than expected, review the following reasons why constituent records aren't scored or are excluded:

  • Constituent records with any of the following conditions are not scored:

    • the constituent is marked deceased

    • the constituent is under 18 years old

    • the constituent has a primary zip or postal code outside the United States

    • the constituent's record has an invalid or missing zip code

    • the constituent's identifying information doesn't match information from Blackbaud's proprietary data sources

    To minimize the number of records that are not scored because they don't match Blackbaud's proprietary data sources, check the zip codes in your constituent records. Are zip codes present? If so, are they correct? Addressing this data issue may increase the number of scored constituents in your lists.

  • Not all constituent records represent actual constituents. Records that represent organizations or relationships are not scored.

    If many of your records are relationship or organization records, your lists may be smaller than expected. For information on changing a relationship or organization record to a constituent record, see Related Individuals and Organizations and Relationships.

  • Constituents that don't meet giving profile requirements are excluded. A constituent may not meet the profile requirements if they have an insufficient giving history or gave gifts below the profile requirements.

  • If you've dismissed or assigned every prospect from your list, they are empty for a great reason! Check back again because lists update regularly.