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

EXPORTSupporter 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

• Email 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 ProfilesSupporter 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