1. Data Management and
Reporting Marta Fornal de Seixas

2. Data process
Configure
Collect
Engage
Report & analyse

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

4. 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)

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

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

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

8. 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

9. Thank you!
Any questions?