WHAT YOU CAN DO WITH IDR
Engage the right donors and supporters with a personalized ask based on cross-channel giving history and who are most likely to respond
Focus on the donors and members that are engaging in multiple channels and identify patterns that show a high likelihood of becoming a sustainer
Avoid the spam folder by reducing donation email sends to non-responders, and focusing on where engagement has been declining over time
Understand how direct mail impacts digital giving and vice versa by appropriately attributing credit across channels and between different marketing tactics
Identity Resolution in Civis Platform
Civis Platform’s Data Enhancements tools preprocess data from a wide range of sources (e.g., Amazon Redshift, PostgreSQL, Salesforce) into standard formats. Additionally, Platform provides Data Enhancements to standardize person datasets including home addresses, phone numbers, email addresses, etc.
To find groups of similar person records amongst potentially millions of input records, we first identify pairs among similar person records. Because the number of pairs can be extremely large, we find candidate match pairs by looking for shared coarse-grained features (e.g., having the same name and ZIP code).
For each set of candidate match pairs, we employ a more detailed, computationally intensive set of features to determine the probability that the two records match. These features include the frequencies of names and various population statistics, and take into account crucial subtleties relating to mismatched vs. missing information.
Because the accuracy and freshness of the records you import will vary among data sources, Platform users may identify a preferred, most up-to-date source of truth to be used in the event of any conflicts or inconsistencies that may arise during the matching process.
Platform users may automate the data matching process to run on the schedule that works best for their organization, including evenings and weekends, to guarantee that teams are always working from the most accurate, up-to-date information.
Platform generates a unique identifier for each individual in your records, enabling you to match them up and begin interacting with the people who matter most to your organization in a more unified, informed, and confident way.
What’s Under the Hood
Bleeding edge machine learning informed by years of domain expertise.
Unifies the best pieces of contact information across all data sources and creates a single best profile of every person.
Augment your data with proprietary Civis person-level data to provide a more complete view of the people you care about most.
You know your audience better than any algorithm. IDR allows you to set custom rules and thresholds.
Data about people is messy and disconnected. The average organization works with eight different databases that pull in person-level data. Without a complete picture of the customers, donors, volunteers, or citizens that make up your audience, your teams can’t do effective analysis, targeting, or messaging. We’re here to help.
