In Action: When to use boodleAI
V.5.9.3
View Unfiltered Insights |

Now you can view All contacts” instead of just filtered contacts. Easy enough! |
“Add Attributes” |

You can apply any Insight Guidon, Inst.nt Guidon, or Custom Guidon to your Contact Lists, by clicking on “Add Attribute(s)”. Filters can be adjusted after! Potential Use Cases: Score and prioritize your potential customers, donors, supporters, or investors based on their similarity to current and past customers, donors, supporters, or investors. Save money and increase ROI on direct mail/direct response campaigns by identifying high value and low value prospects.Identify high value, repeat, or most likely customers or donors for additional follow-up.Optimize messaging campaigns. |
Save/Discard Buttons on the Filter Drawer |

Now you can edit your cut off scores, and if changes are made, you can opt to “save” it. If you don’t make any changes, you can just “cancel”. Now you know when you’re making a change or not, and that your preferences are safe and saved. |
Negative/Positive Ratio in Guidon Creation |

If you don’t provide negative training data, the system will synthesize a negative training data set of the same size (1:1), versus the previous (2:1) ratio. If you do supply negative training data, the system will down sample the larger side to make it an even 1:1. Thus, better insights! |
Fix Blank Insights in Guidon Creation |

When you created a custom guidon, previously, the system would pull up the insights as blank while it was processing. Now, you will immediately see your insights when you save the filter. |
Faster Loading for Large Lists and Filters |

This one is pretty simple, we’re giving you your big list insights, faster! |
Forgot Your Password? |

Now you can reset it instantly! This is the easiest way to get back into your account instead of contacting a system administrator. |
Beta Feature: Descriptive Analytics Reports |

boodleAI can now provide a Descriptive Analytics Reports for any contact list, which provides granular statistical detail on the list. Potential Use Cases: –Create ideal Customer/Donor/Investor profiles –Refine parameters for online ad buys -Identify exact profiles for list purchases -Create high-level overviews to better inform internal discussions |
Guidon Help Center |

Have questions? Need answers? Check the help center first! We built this help center for you in case you ever run into any trouble. Check out this article on instant guidons, where we have all the instant guidons available to you listed. If you ever need help, contact us at success@boodle.ai. |
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