Determining correct data points in Query for wealth scores from ResearchPoint and Target Analytics?

Whitney Sparks

Thanks David!

In NXT Query, what are the correct data points for the ResearchPoint and Target Analytics wealth scores for Annual Giving Likelihood, Major Giving Likelihood, Planned Giving Likelihood and Target Gift Range? There are dozens and dozens of options, I've been fumbling around trying to find the correct data points. We sync ResearchPoint wealth scores via batches and run individual wealth screens, as needed, throughout the year; we also run target analytics to capture wealth scores annually. There are is an incredible amount of options under Ratings and I am struggling to find the correct ones - from ResearchPoint and Target Analytics specifically. Thank you!

David Springer

@Whitney Sparks, apologies, this post slipped by me. Generally, you can get to the ratings through Prospect > Ratings > Specific Sources, but if you're not sure what you're looking for, that obviously only narrows it down so far.

I'd look on a sample record at the ratings you want to query. You can check the source there, and then compare to the sources you're seeing in query. (Ratings tile > Custom Ratings > Source)

If you're not aware, there were enhancements released last year to simplify the ratings coming over from ResearchPoint. If you're working with historical data, that could be part of the confusion. You may want to review this blog post for more information:

I hope this helps! If you have more in-depth questions, I'd recommend reaching out to our support team to help clarify any issues or questions.