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Integrating and managing your Engaging Networks data Top ten data features

Integrating and managing your Engaging Networks data Top ten data features. Some of the things we will look at…. Setting up and editing the default record Tracking, reporting and segmenting Importing and exporting. Flexible data structure .

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Integrating and managing your Engaging Networks data Top ten data features

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  1. Integrating and managing your Engaging Networks data Top ten data features

  2. Some of the things we will look at… Setting up and editing the default record Tracking, reporting and segmenting Importing and exporting

  3. Flexible data structure • Manage your database structure using the ‘Default Supporter Record’ page

  4. Mirror your in-house data structure Tag fields for use in Engaging Networks

  5. Add new data columns later on

  6. Re-order data columns… Drag and drop

  7. Use HTML formats for default record fields • Helps to maintain consistent data • Speeds up data entry for your staff

  8. Set up once in Default Supporter Record… Then enter data quickly in Manage Supporters…

  9. View and edit supporter records using Manage Supporters • Use manage supporters when you need to make changes to a small number of records • Search on a combination of campaign participation and default record field

  10. Searching for a particular supporter Tab between fields entering partial information to narrow down your search on the fly If multiple records fit the criteria, click view to see a list

  11. Load up a supporter record, then in the left-hand panel… Click to create a new data capture transaction log… or update an existing transaction…

  12. …then the questions and form fields relating to that data capture campaign will load up in the right-hand panel, for you to amend.

  13. Use tracking values to understand your supporters • Use of tracking values allows you to gauge success of different media over time • Combine with other data on your supporters to build up a detailed picture, eg. Are supporters coming from Facebook activists or donors?

  14. Create consistent tracking values that you can use across campaigns

  15. Select the tracking values to add to a campaign Publish URLs and track the response

  16. Use tracking parameters with export or profiles to segment and analyse your data

  17. Tag and segment data using Supporter Profiles • Profiling supporters can help you better target your messaging and run more engaging campaigns • First create a profile, then run it to link supporters to the profile • You can run profiles automatically (Ask us!)

  18. Combine filters to create detailed supporter profiles Click the magnifying glass to edit

  19. You need to run the profile before you can use it to segment your data Profiles can be used to build lists, as well as with conditional content

  20. Clean up your list using bounce reporting • Any supporter database will tend to accumulate some defunct email records • You can use Broadcast: Bounce Data to manage this and keep a clean list • Export a list of bounces, or delete email addresses that consistently fail

  21. Just deletes bouncing records View individual records Export a report in CSV format

  22. Segment a list using drag and drop queries • Create coarse- or fine-grained segmentation using detailed queries • Save queries that you use regularly • Export segmented lists

  23. Drag and drop to specify records for inclusion… Specify detailed criteria

  24. …or choose to exclude certain records Specify date ranges and review the query

  25. Combine different types of filter Save query to run again in the future

  26. Import historical data or offline data • Campaign logs don’t need to have been created in Engaging Networks! • Import any ‘supporter-by-supporter’ import format

  27. In your import file, use a ‘P’ to signify participation… …then map supporter data to default record fields and participations to campaigns

  28. Automate the import/export process • Customise the export format • Save multiple import formats to deal with data from a variety of sources • Call data over https, or set up an auto-sftp export.

  29. Insert custom reference codes Filter the data included in the export Choose which columns to include and set up the export format

  30. Auto-sftp: Choose the frequency Enter the server details and test the connection

  31. Once an import file mapping has been saved, it can be used for import via the API, as well as manually via the dashboard.

  32. Coming soon… import transactional data • Import detailed transactional information • This will facilitate full two-way transactional data integration with an external system • Will allow more detailed incorporation of historical or off-line data

  33. Recap Setting up and editing the default record Manage supporters Flexible data structure HTML formats Tracking, reporting and segmenting Bounce reports Tracking parameters Building a list Supporter profiles Importing and exporting Automating data import/export Importing historical or offline data Transactional data import

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