If you purchase DonorSearch ProspectView, you can view publicly-available wealth information for your individual constituents on the DonorSearch website. With ProspectView, DonorSearch data isn’t imported to Bloomerang CRM.
To order DonorSearch ProspectView, fill out this form.
Tip: To automatically bulk import DonorSearch data to Bloomerang CRM, purchase DonorSearch Batch Screen.
How It Works
In Bloomerang CRM, each constituent account has a View in DonorSearch button that opens their DonorSearch profile. When you click that button, DonorSearch uses the following information from Bloomerang CRM to give you the most accurate results:
Constituents who aren’t in a household: Constituent’s name.
Households with only two members: Both household member’s names.
Households with three or more members: Head of household's name. If the head of household has a spousal relationship, the spouse’s name is also sent. The spouse must be marked with a Spouse, Wife, or Husband relationship in Bloomerang CRM.
To be screened, your constituents must have a first name, last name, and a U.S. address in Bloomerang CRM that match a public record found by DonorSearch.
View Wealth Information with DonorSearch ProspectView
To view wealth information with DonorSearch ProspectView:
In Bloomerang CRM, go to a constituent’s profile.
Click View in DonorSearch. The constituent’s profile opens on the DonorSearch website.
Data Updates
To get up-to-date data, click Refresh Data in DonorSearch. The results are not imported into Bloomerang CRM.
For new constituents, DonorSearch ProspectView data updates happen within 24 hours.