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Automated Data Health Report

AgileInsight

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Effortless data Health Assessment

Insights On Demand

Easily assess the breadth and accuracy of your database with Agile’s free automated Data Health Report. Agile is known for its comprehensive and continually-updated education database. With AgileInsight, you are able to run an automated file match with our complete database and instantly ascertain the education composition of your data.

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Sales

  • Focus team on selling, not data management + cleanup
  • Develop accurate territory + market penetration reports
  • Eliminate dollars spent on contacts who have changed roles or left the profession

Marketing

  • Identify growth opportunities to expand marketshare
  • Enhance lead scoring significance
  • Reduce form abandonment
  • Increase marketing reach + impact with accurate territory assignment

Data Management

  • Securely assess data accuracy + completion
  • Easily identify meaningful insights from data visualization dashboards
  • Leverage data analysis to inform sales planning + marketing strategy

Health Assessment Report

Simple 3-Step Process

AgileInsight’s self-serve interface makes analyzing your data easy with our free Data Health Report. Once you receive your login credentials, simply upload your data file, use the drop-downs to map your file fields to Agile’s for data verification, and click Start Match. You’ll receive notification when the assessment is complete and your report is ready to view.

important things you should know

Questions And Answers

Uploading and mapping your fields takes only a few minutes, once you have your .CSV file ready for upload.

Matches can take anywhere from a few minutes to a few hours to run, depending on the size of the file and the completeness of the data. More sparsely populated data can take much longer to run so whenever possible try to provide a more complete data set.

You must upload a .CSV file of your data export. Field Names must be in the first row, be unique, and be less than 128 characters. Below are examples of required, strongly recommended, and optional fields that will aid in better matching. Don’t forget to include your unique institution and personnel identifiers, which will allow you to correctly associate any appended data.

Institution
  • Client Institution ID*
  • Address Line
  • State
  • Mailing Zip Code
  • Website URL
  • Phone Number
  • Institution Type
  • IPEDS ID

Personnel
  • Client Personnel ID*
  • First Name
  • Last Name
  • Email Address
  • Phone Number

*Complete list of fields (Required, Strongly Recommended, Recommended, and Optional) available in the instructions in the AgileInsight application.

Your Data Health Report will identify:

  • What percentage of your file can be matched with Agile data and details about those records
  • Information for matched records identified as available in Agile’s database that your file is missing
  • What portion of the institutions in your file are no longer open
  • What portion of personnel are no longer active in the same district


*Sample Data Health Report

The match rate is dependent on how complete the data is, as well as the composition of the data. We carry these file types + associated personnel:
  • Public, Private, Catholic, and Canadian schools and districts
  • Early Childhood Centers
  • Libraries and Library Systems
  • Higher Education
We only carry institutions and associated personnel in these countries:
  • United States
  • Canada
  • US Territories
  • American Samoa
  • Guam
  • Marshall Islands
  • Micronesia
  • Northern Mariana Islands
  • Palau
  • Puerto Rico
  • Virgin Islands

Agile will use the data provided to perform an automated match against our universe of educators and institutions. The match report will display new insights about your data. No modifications will be made to your uploaded file.

There are a number of services that Agile can provide, including:
  • eProfile
  • Flag duplicates and closed institutions/inactive personnel
  • Append information from the 300+ fields we have
  • Use matched records as an inclusion or suppression list for marketing list purchases
  • Custom reports
  • For use with Agile integrations (ConnectLink, AgileConnect)

You can learn more about the Data Services and Integrations Agile offers on here our website.

Yes, the data you upload is secure. The uploaded file and the data used in matching will be encrypted. The only time the data submitted through AgileInsight is unencrypted is when it is in use for the matching process, or for any additional Agile services you request.

Agile stores your uploaded data in a secure hosting environment, and encrypts the file as well as the data when it’s in the database. Your uploaded data will be stored for 30 days for potential follow up requests such as appending of Agile data, flagging of inactive personnel or closed institutions, determining potential licensed personnel, etc..

If you decide to utilize additional Agile data services, after your AgileInsight Data Health Report is complete, your data may be stored longer than 30 days (depending on the service timeline).

Agile will remove uploaded data on request. If you wish to submit a data removal request, please email [email protected].

Our AgileInsight Terms + Conditions outline our data policy and commitments.

For support, email [email protected].

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