What you will learn
By the end of this tutorial, you should understand how to:
- enable Prospect Intelligence for the workspace
- set the thresholds that shape prospect outputs
- refresh scores intentionally
- review the Prospects page for patterns
- open individual constituent profiles for deeper context
- use the outputs in a practical planning workflow
Scenario
An advancement team wants to prepare for a quarterly outreach planning session.
They need to identify:
- likely major-gift candidates
- lapsed donors worth re-engaging
- supporters in the second-gift opportunity window
- prospects with strong positive signals but visible risks
The team wants a clear, explainable snapshot rather than an opaque rank list.
Before you begin
Before enabling or reviewing Prospect Intelligence, confirm:
- the workspace is ready to use the feature
- your team has agreed on the basic threshold philosophy
- staff understand that scores are refreshed snapshots, not live calculations
- the goal is to support prioritization, not automate fundraiser decisions
Step 1 — Enable Prospect Intelligence
- Open
Workspace Settings. - Find
Prospect Intelligence. - Turn on
Enable Prospect Intelligence. - Review the threshold settings.
- Save.
- Choose
Refresh Prospect Scores.
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Why this matters
Turning the feature on is only the beginning. The settings shape how the workspace defines patterns such as major-gift qualification, lapsed behavior, and second-gift timing.
A stronger setup starts with thresholds that reflect your organization’s real fundraising context.
Step 2 — Review the threshold settings carefully
Before you rely on the results, review settings such as:
- major gift threshold
- leadership annual threshold
- lapsed after days
- second-gift window start and end
- planned-giving relationship thresholds
Why this matters
Different organizations define fundraising significance differently.
A threshold that makes sense for one organization may be too high, too low, or too blunt for another.
Good practice
Choose thresholds that reflect how your team actually works today, not how you hope the portfolio will look later.
You can always refine the settings and refresh again after reviewing the first results.
Step 3 — Refresh prospect scores
Run Refresh Prospect Scores after enabling the feature or changing any key settings.
Why this matters
Prospect outputs are not recalculated live on page load.
Until you run a refresh, the visible scores and flags continue to reflect the latest persisted snapshot, not any new threshold logic you just configured.
Good practice
Think of refreshes as part of your planning cycle, not as a one-time setup step.
Step 4 — Review the Prospects page
Open AI > Prospects and review the overall picture.
Look for:
- top prospects
- lapsed major donors
- planned-giving prospects
- second-gift window prospects
- summary metrics
- broader patterns across the list
What this stage is for
This is the point where the team starts asking questions such as:
- Which supporters appear to deserve near-term attention?
- Are there more lapsed opportunities than expected?
- Are second-gift opportunities surfacing clearly?
- Which kinds of prospects are rising to the top?
Good practice
Do not treat the top of the list as the final answer. Use the page to identify patterns and candidates for deeper review.
Step 5 — Open individual constituent profiles
Prospect score details also appear in constituent profiles after a refresh.
Review details such as:
- composite score
- RFM label
- top segment
- strengths
- risks
- recommended next action
Why this matters
The Prospects page helps you identify who to review.
The constituent profile helps you understand why.
This is often the most important step before building a real outreach list or assigning follow-up to staff.
Good practice
Compare the model output with what staff already know.
If a constituent is well known internally, use the profile summary as a structured prompt for discussion rather than assuming the score alone tells the whole story.
Step 6 — Use the results in a planning conversation
Once the team has reviewed both the Prospects page and several individual profiles, use the outputs to support actual planning decisions.
Examples include:
- building a qualification list
- identifying lapsed donors for reactivation
- selecting likely second-gift follow-up candidates
- deciding which supporters need personal outreach versus broader stewardship
Why this matters
Prospect Intelligence is most valuable when it helps teams move from raw data to action.
The score matters, but the real value usually comes from the combination of:
- the rank
- the strengths
- the risks
- the suggested next action
- the relationship knowledge already held by staff
Step 7 — Update thresholds carefully over time
If you change thresholds later, run another refresh.
Existing visible scores do not automatically recalculate until refreshed.
Why this matters
Threshold changes can alter how the workspace interprets supporter patterns.
That can be useful, but it also means staff should avoid comparing old and new prospect views without confirming when the last refresh occurred.
Good practice
Make one intentional change at a time when refining settings. That makes it easier to understand what actually changed in the output.
Common mistakes to watch for
A high score does not automatically mean “solicit now.” Staff still need relationship context and judgment.
If the scores look outdated, do not use them for active planning without refreshing first.
Changing thresholds without refreshing can create false confidence that the visible prospect outputs already reflect the new rules.
Use the Prospects page to find candidates, then use constituent profiles to understand and discuss them.
What to do next
After your first Prospect Intelligence review:
- refresh scores before the next planning cycle
- review whether your thresholds feel realistic
- compare the top-ranked prospects with fundraiser intuition
- refine settings gradually if the output feels too broad or too narrow