Turn screening results into actionable priorities
Identify your best donor prospects faster, across every screening project, with iWave Profiles.
Are you lost in a data maze?
As fundraising teams screen multiple prospect lists–from new parents to upcoming event attendees to reunion sign-ups– they often get lost in the maze of data across screening projects. Stitching together multiple spreadsheets or manually tracking top prospects makes it difficult to answer simple but critical questions:
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Who are my best prospects right now?
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Who are our high-capacity, high-affinity unassigned prospects?
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Who is the top priority for research and outreach?
Find the answers in iWave Profiles
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Get the answers you need with enhanced screening query capabilities, all directly within the iWave platform. Run queries across multiple screening projects, and get deeper insights with an expanded list of screening variables. A unified view makes it easier to sort, filter, and prioritize prospects across all your screening projects.
- Holistically see and prioritize prospects across multiple screening projects, not one list at a time
- Segment prospects into groups to quickly identify who to engage with and how
- Easily distinguish unassigned, high-value prospects
- Reduce manual exports, matching, and spreadsheet work
- Better segment prospects using new customer input fields including Assignment Status, Alumni Status, and Spouse ID
How iWave Profiles works
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Build your list of prospects through screening & searches
Run screening projects and look up individual prospects the same way you do today.
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Promote screened projects to profiles
Select prospects from screening projects and promote them to Profiles to unlock cross-project views and view searches all in one place.
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Segment across projects
Use the Profiles view to filter, sort, and review all screened prospects together.
Add context for smarter segmentation
Profiles become even more powerful when you include additional data fields during screening. You can now optionally include:
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Assignment Status
Instantly see whether a prospect is already assigned to a portfolio; no exports, no VLOOKUPs.
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Alumni Status
Segment your prospect pool by tagging single and dual alumni prospects and households.
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Spouse ID
Connect household relationships when screening both spouses separately.
Ready for a holistic view of your screening?
Get started with iWave today.
Book an iWave demo