Data Management and Reporting Marta Fornal de Seixas

Data process Configure Collect Engage Report & analyse

Data collection Data Imports Clean your data (remove characters such as: ! | \) Data tags Assign participation with appeals Offline transactions can also be imported

Data collection Account set up – default fields format Building forms: Standardise user input on forms – select/radio instead of text Consistent lists – data requirements vs data collection Validation + regex to ensure data quality (tip: regexpal.com)

Data collection Opt in collection Checkbox Radio button – can be made mandatory Opt in behaviour Update when page submitted Hide if already opted in

Supporter management gadgets Data management In account dashboard Supporter management gadgets Hub

Data & engagement Flexible query builder to identify relevant segments of supporters Email customisation & targeted messaging Data mapping & political data Profile & conditional content Engagement scores – reactivation campaigns Marketing automation – automate you communication to relevant segments

Confidence in your reporting results Track channels Add attributes Reporting & data analysis Confidence in your reporting results Track channels Add attributes Run reports: Visual reports Data reports

Thank you! Any questions?