1. Data management made easy JUNE 2019
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2. What we'll cover How data is stored by Engaging Networks Data security
Maintaining accurate supporter data
Consent
Supporter requests
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3. Things to know TYPES OF DATA EXPORT FORMATS
Supporter fields Static (mostly!)
e.g. Address
Opt-ins & Questions
Transactional
e.g. Comments
Activity
Transactional
e.g. Donations
User
Supporter fields only
Hybrid
A row per supporter
Extra columns for transactional data
Transaction
A row per transaction
Columns contain specific information
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4. Data security DATA ACCESS
It's your data! (you are the data controller)
You manage access to the software and your data
Access is granted via users, permission groups and private tokens
PAGE DESIGN
Secure template and subdomain
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5. Data accuracy AT COLLECTION Only ask for what you need Validators
Selects (standardise them)
Address lookup
Have clean data for imports
Anti-spam
AFTERWARDS
Export & re-import to fix errors
Merge records
Sunsetting
Hub
You cannot rollback imports or deletions
Blank fields don't clear existing values
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6. Opt-ins Opt-ins... Have their labels audited Can be un-
subscribed from
Can be check-
boxes or radios
Can require confirm-
ation
Are trans-
actional
Opt-ins...
Have a value of Y or N
Are a shared component
Can be placed on a page
Can be hidden if opted-in
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7. Ways to manage consent You
Via an import - for new supporters or e.g. sunsetting
Manually, via lookup supporter
The supporter
Hub pages
Subscription pages
Opt-in questions on other pages
In s - One-click unsubscribe to landing page, or
Subscriptions page (example)
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8. Subject access requests
New!
June's update allows you to easily download all transactions for a supporter
Over to the software...
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9. Questions?
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10. Thank You. Sign up for email updates e-activist.com/updates
Online support
engagingnetworks.support
engagingnetworks.academy
New!
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