Wealth Screen Settings

Wealth Screen Rating is an indicator that shows up on a constituent's account as stars.

It examines the ZIP code of the constituent and assesses either the average household income or the average housing value of that ZIP code to give you a rating that is displayed with stars. The Wealth Screen Rating pulls from U.S. census data.

To configure your Wealth Screen settings, navigate to Settings cog > Global Settings > Account Properties > Wealth Screening Criteria

From here, either create a New Wealth Screen, or Edit the existing one.

Name your configuration, and choose which metric to use as an indicator.You will also need to specify the dollar amounts you want to use as categories (how many stars a constituent receives).

Once you have set up your categories, click Submit. On the next screen, you can name each level of your rating. When you are finished, click Submit. Your settings will take effect on all existing accounts.

You can delete your current wealth screen setup to disable that feature entirely.

When you do that, the Wealth Rating will no longer appear on an account.