1. Data, data, data In-depth session on data integration

2. 1.What is transactional data? 2.Importing, exporting and managing data 3.Integrating using the Data API We will look at…

3. 1. What is transactional data?

4. EmailForm data Campaign 1Campaign 2 Comparing with hybrid data Each row uniquely identifies a supporter Activity columns may be appended depending on supporter We have to concatenate data within cells, and the column structure will change over time.

5. Supporter ID Campaign ID Campaign data Form data… Transactional data Each row uniquely identifies an activity Biographical data can still be appended if necessary, using a consistent column structure Consistent data columns

6. Common transaction data segments Activity-specific transaction data segments Default supporter data segments The default data structure

7. 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 Common  What information does transactional data capture?

8. 2. Importing, exporting and managing data Default data record forms the core of your supporter database Tagging fields marks them for special purposes within Engaging Networks platform

9. Setting up import formats You can set up multiple import formats within the same account Once set up, these can be used with the import API to post data to the server remotely

10. EN database Export Supporter Data Export API User data Transactional data Hybrid data CSV or XLS Automated ftp/sftp https GET request CSV or XML Export methods

11. 3. Integrating using the Data API

12. Setting up the export HTTPS method Set up private key in admin dashboard External client calls data for a date range using the private key HTTPS method Set up private key in admin dashboard External client calls data for a date range using the private key SFTP method Set up an external sftp folder Enter sftp credentials in dashboard and choose an export frequency Use ftp test function to check the connection SFTP method Set up an external sftp folder Enter sftp credentials in dashboard and choose an export frequency Use ftp test function to check the connection

13. API customisation options Naming Campaign/question/broadcast names Column headers Action types Structure/format Output columns XML/CSV CSV delimiter Filtering Action types Opt-in

14. Individual customisation Specific in-house/third party data protocol Re-ordering of columns Mapping of non-standard output Multiple file output (e.g. Main data file + Activity file)