Settings, Support, and interest areas have been refreshed with the Dataro 3.0 layout and styling for a more consistent experience. Navigation now matches the previous Dataro version, with menus in the same location while working across both. You can switch accounts directly from the main menu, reducing steps for people managing multiple organizations. These updates apply automatically to organizations on Dataro 3.0—no action required to enable.

Donor profiles with very large histories (50k+ interactions) now load and scroll smoothly, eliminating browser lockups. This makes it much easier to review long giving and contact timelines without workarounds. We also added the donor’s External ID directly on the profile for faster CRM record matching.

ProspectAI now runs directly inside Dataro—not as a separate tool—so research and enrichment happen where you already work. Quickly research a prospect, enrich an existing donor record with public giving + capacity signals, or run bulk research from a saved audience. You can review and edit sources, remove or override signals, and then save the prospect or add them to a portfolio. Saved prospects and enriched profiles persist across Dataro and show up on the donor profile going forward.

Tracked Audiences let you measure movement between two donor groups over a chosen time period (not just a single end result). Set a starting audience and an outcome audience, and Dataro tracks how many donors transition between them across the timeline. Use the trend line to monitor progress mid‑year and adjust tactics early. Common use cases include lapsed donor reactivation and one‑off to recurring conversion tracking.

ProspectAI now surfaces “warm intro” opportunities by mapping your existing network to the prospects you’re researching. Add board members, staff, volunteers, and current major donors to Dataro, and the product identifies connections between them and your target prospects. These connections appear directly on each prospect’s profile alongside the rest of their research, helping turn cold outreach into a warmer introduction.

Build donor audiences in plain language using Dataro’s predictions. Start with a ranked list (e.g., top 1,000 likely mid-level givers) and add exclusions like “remove current major donors.” Each rule appears as an editable chip, and the matching donor count updates instantly as you refine it. It replaces starting from a blank filter screen with fast, guided audience building.

Dataro 3.0 is now live at [app.dataro.io/v3](http://app.dataro.io/v3). Start from the new home page with four paths: Act on Insights, Research Donors, Playbooks, or Build an Audience. Each path is designed to match your goal—daily actions, a single donor deep dive, a full campaign, or targeting a specific segment.

Export bulk research results without the 10-donor limit. Send a saved audience for bulk research and get one complete export file. No more splitting lists into batches—download once and import to your CRM or share with your team.

Unified donor profile view combining CRM details, giving history, and ProspectAI enrichment. Predictions section shows every applicable model for the donor, including score and rank across the full file. Keeps Dataro scores and ProspectAI research together on one page for faster analysis and outreach. Designed to make it easy to evaluate a donor at a glance and act on insights.

Get proactive alerts when key donor moments happen, so you can reach out at the right time. Individual donor alerts trigger from eight events—like a donor’s largest-ever gift, major giving milestones, anniversaries, and early signs of lapsing. Each alert links directly to the donor profile so you have full context before taking action. Since alerts reflect events that already occurred, we recommend clearing them as they arrive.

Audiences are now organized into clear buckets (Saved, Tracked, and Dataro Audiences). Audiences created from insights or playbooks automatically land in Dataro Audiences with their source recorded. CRM Queue consolidates what’s been pushed to your CRM so the team can see what’s already been sent.

Playbooks start with a fundraising goal, not a model name. Dataro automatically selects the right model, ranks donors, and recommends the right cohort size. Each playbook includes a ready-to-run, multi-touch donor journey with channel + timing suggestions. You can adjust the list size before saving, and track the recommended outcome to measure success.

Runs five predictive models nightly to identify donor cohorts where immediate action can change outcomes. See counts for behaviors like “ready to give,” “ready to become recurring,” major-gift prospects, and recurring donors at risk of churning. Open any insight to view a ranked donor list, refine the audience (size/suppressions/filters), and save it. Export or sync the audience to your CRM to act on the recommendation.

Connect HubSpot as an email integration to pull HubSpot email activity into Dataro. Email campaigns, contacts, and engagement (opens, clicks, bounces) are matched to donors in your CRM. Use email engagement as a filter to build audiences and power engagement signals in modeling. Improves features like the First Gift model and Interest Areas.

New email integration: ActiveCampaign is now supported in Dataro. Once connected, Dataro imports your ActiveCampaign email activity (campaigns, contacts, opens, clicks, bounces) and links it to donor records. Use email engagement to filter audiences and power models like First Gift and Interest Areas.

Filter quarterly and annual recurring donors out of the regular giving churn model so payment cadence isn't read as churn risk.

Reduced scraping and report-building timeouts in ProspectAI and improved internal logging to support faster and more reliable report generation.

The Direct Mail Appeal model has been retrained on US-only data to better reflect US fundraising behavior. The updated model is now live for all US customers.

We’re rolling out periodic impact summary emails from the Dataro product team. Each one highlights a few specific, sized opportunities based on your data and recent context.

A new model predicts giving propensity independent of channel. Use the same score across direct mail, email, phone, and digital.

Dynamics customers can now import custom fields into Dataro. This closes a key parity gap with other CRM integrations.

Saved-audience alerts for major gift prospects are now enabled for eligible clients. Get notified when new top-ranked, unconverted prospects appear in your data.

Onboarding is now a guided flow with clear progress and next steps. It replaces email back-and-forth and gets you to value faster.

LinkedIn photos now display correctly, and giving histories are cleaner. We removed unreliable gifts, fixed parsing issues, and kept summaries in sync with updates.

Real estate data now comes directly from RealieAPI with verified ownership and valuations. This replaces AI web estimates with data you can trust.

Identity resolution now ranks matches more clearly and handles edge cases better. Common names need more confirming signals; uncommon names rank higher by default.

You can now add an optional LinkedIn URL to ProspectAI reports. It helps match the right person, especially for common names.

Giving capacity now uses an industry-standard definition. It’s the max of 5% net worth, 10% income, or 5× average giving (5 years).

Connect Salesforce Marketing Cloud to power first-time gift models and see which content resonates.

Sign up for Dataro from any device, including mobile.

Saved Audience notification emails now link to a list of only the new members worth acting on.

See which board members and trusted contacts can introduce you to your top prospects.