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 the topics listed below in Related topics.

List availability

List availability in Prospect Insights is determined by two factors: the prospect pool and users' 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 doesn't include any constituents who meet the criteria for a list, instead of displaying an empty list, Prospect Insights doesn't display the list at all. Therefore, you may not see all of the lists described in the comparison chart below.

Additionally, some lists are only available for users with certain permissions. For example, assume that your candidate pool includes prospects who meet the criteria for the Qualified and unassigned prospects list. Because these candidates exist, Prospect Insights displays the list. However, only users with the Assign permission can view 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 the list.

List sizes

If the number of prospects in your Prospect Insights lists is lower than expected, review the following reasons constituent records aren't scored or are excluded from Prospect Insights to determine the possible causes.

  • 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 single 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 because those records are not scored. 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 are updated on a regular basis.