How do I find DonorTrends data on a contact record?

Overview

DonorTrends information is visible directly on contact records, allowing you to quickly assess a donor's potential without running reports. 

Step 1: Open a contact record 

1. Search for and open the contact record you want to view 

2. Look at the top of the record to see if there's an upgrade potential badge 

1. This badge indicates contacts that DonorTrends has identified as ready for upgrade 

Step 2: Navigate to the DonorTrends section 

1. Go to the "All Details" section of the contact record 

2. Find the "DonorTrends" page section 

Step 3: Review the scores 

1. View the score, tier, and cluster for each applicable data model 

2. Note that donors will only have scores for models relevant to their giving history 

   1. Lapsed households are only scored in lapsed models 

   2. Active households are not scored in lapsed models 

3. Hover over the name of any model to see more information, including: 

   1. Who is scored by the model 

   2. What specific outcome is predicted 

What else do you need help with? 

• Understanding DonorTrends 
• How do I build target lists using DonorTrends? 
• How do I add DonorTrends data to reports?