1. Campaigning data: the nuts and bolts Iain Ure, Client Support

2. Welcome Exporting Data cleanse end to end (almost) Lapsed supporters

3. Accurate data Data you can use Accurate and easy reporting Predict future performance Integration with other applications

4. Exporting data – step 1 What question are you asking the system? “Our latest petition attracted a lot of actions internationally. I want to see how they found out about it – was it via Facebook?” Our latest petition → Campaigns Internationally → form fields “How … Facebook” → tracking values

5. Exporting data – step 2 Our petition actions Tracking parameters International only

6. Exporting data What do you want to see? Constituent data Transactional data Hybrid data What else can I do? Mobile usage Referrers Crossover with fundraising All supporters...

7. Data spring cleaning Export “All users” Look for: inconsistent country codes, region data Missing fields e.g. first name clear legacy import tags

8. Data spring cleaning Backup the export Make your updates [CLEAR] Delete unaltered columns and rows Remove awkward characters e.g. “ | and, TIP: try a few rows first

9. Data spring cleaning That was fun, but... Make data consistent as it goes into the system: Validators, postcode anywhere HTML formats on the supporter record Confirm email address Captchas

10. Lapsed supporters How do you define lapsed? No campaigning actions within a year? No email opens? Why do they matter? Avoid “spamming” Distorts reporting What sort of supporter lapses?

11. Lapsed supporters How do I find them? Profile What are my options? Reactivation One-off emails Split test Re-activation trigger series Contact via other means – snail mail, social networks Delete Delete supporters tool

12. New reporting options

13. 1. Zero actions profile 2. Country / region field 3. Mobile usage 4. Top three exports

14. Thank you iain@engagingnetworks.net