integrating and managing your engaging networks data top ten data features

Integrating and managing your Engaging Networks dataTop 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• Manage your database structure using the

‘Default Supporter Record’ page

Mirror your in-house data structure

Tag fields for use in Engaging Networks

Add new data columns later on

Re-order data columns…

Drag and drop

Use HTML formats for default record fields• Helps to maintain consistent data

• Speeds up data entry for your staff

Set up once in Default Supporter Record…

Then enter data quickly in Manage Supporters…

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

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

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…

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

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?

Create consistent tracking values that you can use across campaigns

Select the tracking values to add to a campaign

Publish URLs and track the response

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

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!)

Click the magnifying glass to edit

Combine filters to create detailed supporter profiles

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

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

Just deletes bouncing records

View individual records

Export a report in CSV format

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

Drag and drop to specify records for inclusion…

Specify detailed criteria

…or choose to exclude certain records

Specify date ranges and review the query

Combine different types of filter

Save query to run again in the future

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

In your import file, use a ‘P’ to signify participation…

…then map supporter data to default record fields and participations to campaigns

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.

Insert custom reference codes

Choose which columns to include and set up the export format

Filter the data included in the export

Auto-sftp:

Choose the frequency

Enter the server details and test the connection

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

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

RecapSetting up and editing the default record Flexible data structureFlexible data structure

HTML formatsHTML formatsManage supportersManage supporters

Tracking, reporting and segmenting

Importing and exporting

Tracking parametersTracking parametersSupporter profilesSupporter profiles

Bounce reportsBounce reportsBuilding a listBuilding a list

Importing historical or offline data

Importing historical or offline data

Automating data import/exportAutomating data import/export

Transactional data importTransactional data import