Data Management Dan Szymczak – Director of Technology

Areas we will be covering Your data structure Importing Data Exporting Data Managing Supporters Campaign / Fundraising –Tracking –Form validations –Attributes –Opt In questions Creating Profiles Permissions

Default Supporter Record Basis for how you manage your data Tagging fields marks them for special purposes within Engaging Networks platform Public facing forms are built directly on top of your data structure You can add data fields on the fly Invisible versus invisible data fields Managing HTML data field types Further Development – additional CRM tools

IMPORT Supporter Data > Import Supporters Header row maps to – Default data structure – Questions (e.g. opt-in question) – Transactions address set as your primary key Retrieve failed records in the ‘jobs’ monitor

EXPORT Supporter Data>Export Supporter Data Set your filter criteria Run your query based on the filters Export file as csv or excel Export user data, hybrid, transactional – what’s the difference?

What information does transactional data capture? Common: Activity timestamp Activity status User agent string Referral URL Tracking value to target  Contact name, contact database Donation Page  Payment method, amount, currency Question Data  Question response

Manage Supporters Update supporter information Merge supporter records Update transactions Change question responses Add supporters Add notes and assign to users

Supporter Profiles Supporter Data > Manage Supporter Profiles Create a profile on Activity Advocacy Fundraising Data capture (e.g. new supporter entering the system) Form data Questions Tracking values

Opt In questions Make sure the correct Opt In is used New ‘Unsubscribe’ data capture

Questions?

Thank you