Understanding Insights

This article explains the Insights you’ll see in the Donations table—what each icon means and how to filter by eligibility so you can prioritize outreach. It also links to a short training video.

Eligibility and icons in the Company column are based on company info donors self-report in one of three ways:

Use this table to decode icons at a glance and decide your next action.

Icon	Label	Meaning	Suggested next step
MG	Match Eligible	Donor works for a company with a matching gift program.	Send or trigger match submission prompts.
VG	Volunteer Grant Eligible	Donor’s employer offers a volunteer grant program.	Promote volunteer grant instructions.
Forms	Forms Available	Employer has an electronic matching gift form/portal link available.	Drive a direct click to the form to submit.
B	Blocklisted	Donor unsubscribed, marked as close/ineligible, or otherwise added to blocklist (up to 180 days without emails).	Do not email; review blocklist reason first.

Icons appear under the donor’s company name in the Donations table.

Use the Eligibility dropdown above the Donations table to focus your work. Common filters include:

Match Eligible – build a calling/email list for likely submissions.
Volunteer Grant Eligible – invite volunteers to log hours and request grants.
Forms Available – prioritize donors who can submit right now.
Auto-submission Statuses – view records progressing via auto-submission.

View this article to learn more about filtering and sorting donation records based on eligibility.

Filter → Match Eligible to find high-likelihood donors.
Sort by Amount/Date to prioritize recent or larger gifts.
If Forms is present, nudge with a single-click submission CTA.
Exclude any B (Blocklisted) records from email sends; respect the 180-day suppression.

View this training video to learn more about insights.