Data management made easy JUNE 2019

1. Data management made easy JUNE 2019 #ENCCUK19

2. What we'll cover • How data is stored by Engaging Networks • Data security • Maintaining accurate supporter data • Consent • Supporter requests #ENCCUK19

3. Things to know TYPES OF DATA EXPORT FORMATS Supporter fields Static (mostly!) e.g. Email 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 #ENCCUK19

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 #ENCCUK19

5. Data accuracy AFTERWARDS • Export & re-import to fix errors • Merge records • Sunsetting • Hub AT COLLECTION • Only ask for what you need • Validators • Selects (standardise them) • Address lookup • Have clean data for imports • Anti-spam You cannot rollback imports or deletions #ENCCUK19

6. Opt-ins Can be un- subscribed from Have their labels audited Can be check- boxes or radios Can require email confirm- ation Are trans- actional Opt-ins... Have a value ofY or N Are a shared component Can be placed on a page Can be hidden if opted-in #ENCCUK19

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 emails - One-click unsubscribe to landing page, or Email Subscriptions page (example) #ENCCUK19

8. New! Subject access requests June's update allows you to easily download all transactions for a supporter Over to the software... #ENCCUK19

9. Questions? #ENCCUK19

10. Thank You. Sign up for email updates e-activist.com/updates Online support engagingnetworks.support engagingnetworks.academy support@engagingnetworks.community 020 7253 0753 New! #ENCCUK19