What's New: Enhanced Custom Ratings Filters

Steve Stegelin

With custom ratings, your organization can track constituent details such as:

• Their affinity for your organization or mission
• Social media activity
• Wealth characteristics from sources like ResearchPoint, Marts & Lundy, or econometrics

In a constituent list, you can include only records with specific custom ratings or ratings from specific sources or time frames. When you filter by multiple custom ratings, you can now choose whether to include constituents with any — such as Wealth or Affinity — or all — Wealth and Affinity — of them.


To filter a constituent list by custom rating, select Filters, Wealth & ratings, and then select Ratings under Custom ratings. For more information, see the Wealth & Ratings Filters Help.

Mark Boehme

This is very cool. Is Blackbaud using Attentive.ly to track the social media activity, or are you only tracking the social media information we enter onto the donor record?

Steve Stegelin

Hey Mark- The custom ratings considered by these filters are the ones you manage under 'Ratings' on the constituent's record in the web view and configure options for in the database view. Using Attentive.ly to track social media activity of constituents is a pretty great concept, though; I recommend adding it to the Idea Bank (the 'Ideas' tab above) so we can gauge interest. Thanks!