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Release 1.6

  • Updated

 

We've added a few enhancements to Fundraising KIT. See the details outlined below. 

 

Prediction Reports 

KIT's Predictions Report provides a better understanding of how Fundraising KIT generates predictions using your unique data, the importance of each prediction in supporting your fundraising success, and insights on how to utilize Fundraising KIT's tools to act on your fundraising predictions. 

 

You can find this report by navigating to the Reports Tool on the left-hand toolbar and clicking on the Presentation Ready tab. For more information on how to create a Predictions Report and the content included, head to Predictions Report.

 

 

Prediction Segments

You can now add filters to narrow down the scope of the contacts who are included in your Predictions. This way, if there are certain people or groups that you wish to exclude from your Predictions, you can do so. 

You can do this by navigating to Organization Settings > and heading to the 'Prediction Segments' tab. Here you will see a list of all of your predictions. Once you open a prediction, you will see you have a 'Filter' button, as well as a 'Column' button. By editing these sections, you control which data each prediction under the 'Intelligence' tool populates with. 

 

Mailchimp Integration 

Fundraising KIT now has an integration with Mailchimp. The Mailchimp integration allows you to pull in your interactions from Mailchimp, allowing them to feed into your predictions, insights, and segments. For more information on the Mailchimp Integration, head to Mailchimp.

 

KIT Wealth Indicators (Canada)

Under the Demographics tab within contact profiles, users in Canada now have access to property data for donors based in Canada. This data is pulled from Datafiniti, a platform that provides property data to Fundraising KIT. Property data points include: 

  • Monthly Mortgage
  • Housing Status
  • Property Type
  • Real Estate Value 

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These data points are available under a contact's profile under the 'Demographics' tab and are also available as filters within the 'Contacts' filter category.

Note: This information will only populate if the data for the contact is available in Datafinity.