Data management made easy JUNE 2019 #ENCCUK19

What we'll cover How data is stored by Engaging Networks Data security Maintaining accurate supporter data Consent Supporter requests #ENCCUK19

Things to know TYPES OF DATA EXPORT FORMATS Supporter fields Static (mostly!) e.g. Email Address Opt-ins & Questions Transactional e.g. Comments Activity Transactional e.g. Donations User Supporter fields only Hybrid A row per supporter Extra columns for transactional data Transaction A row per transaction Columns contain specific information #ENCCUK19

Data security DATA ACCESS It's your data! (you are the data controller) You manage access to the software and your data Access is granted via users, permission groups and private tokens PAGE DESIGN Secure template and subdomain #ENCCUK19

Data accuracy AT COLLECTION Only ask for what you need Validators Selects (standardise them) Address lookup Have clean data for imports Anti-spam AFTERWARDS Export & re-import to fix errors Merge records Sunsetting Hub You cannot rollback imports or deletions Blank fields don't clear existing values #ENCCUK19

Opt-ins Opt-ins... Have their labels audited Can be un- subscribed from Can be check- boxes or radios Can require email confirm- ation Are trans- actional Opt-ins... Have a value of Y or N Are a shared component Can be placed on a page Can be hidden if opted-in #ENCCUK19

Ways to manage consent You Via an import - for new supporters or e.g. sunsetting Manually, via lookup supporter The supporter Hub pages Subscription pages Opt-in questions on other pages In emails - One-click unsubscribe to landing page, or Email Subscriptions page (example) #ENCCUK19

Subject access requests New! June's update allows you to easily download all transactions for a supporter Over to the software... #ENCCUK19

Questions? #ENCCUK19

Thank You. Sign up for email updates e-activist.com/updates Online support engagingnetworks.support engagingnetworks.academy support@engagingnetworks.community 020 7253 0753 New! #ENCCUK19