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Evaluating Your Impact Using Source Codes

This course explores how to use Source Codes in EveryAction to track supporter responses and evaluate campaign success. Learn how to create, apply, search, and report on Source Codes across your outreach and fundraising efforts. Register to either watch a video, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.

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Evaluating Your Impact Using Source Codes

Source Codes are powerful tools for measuring the effectiveness of your outreach. In this course, you’ll learn how to apply them across forms, emails, and appeals to better understand where your supporters are coming from—and what’s working.

What You’ll Learn in This Course

  • How Source Codes work and why they’re essential for campaign tracking
  • How to create Source Codes and organize them with parent codes and tags
  • Ways to apply Source Codes to online forms, emails, and appeals
  • How to search for Source Codes and view them on contact records
  • The use of origin Source Codes to track first-time interactions
  • How to build reports using Source Code data for impact analysis
  • Best practices for evaluating fundraising and outreach success

By the end of this course, you’ll be equipped to track your efforts and use data to guide smarter campaign decisions.

Curriculum

  • Introduction
  • Start here
  • Watch the video
  • Watch the video
  • Download the slides
  • Read the articles
  • Read help articles
  • Read help articles
  • Read help articles
  • Knowledge check
  • Apply what you've learned

Evaluating Your Impact Using Source Codes

Source Codes are powerful tools for measuring the effectiveness of your outreach. In this course, you’ll learn how to apply them across forms, emails, and appeals to better understand where your supporters are coming from—and what’s working.

What You’ll Learn in This Course

  • How Source Codes work and why they’re essential for campaign tracking
  • How to create Source Codes and organize them with parent codes and tags
  • Ways to apply Source Codes to online forms, emails, and appeals
  • How to search for Source Codes and view them on contact records
  • The use of origin Source Codes to track first-time interactions
  • How to build reports using Source Code data for impact analysis
  • Best practices for evaluating fundraising and outreach success

By the end of this course, you’ll be equipped to track your efforts and use data to guide smarter campaign decisions.

Curriculum

  • Introduction
  • Start here
  • Watch the video
  • Watch the video
  • Download the slides
  • Read the articles
  • Read help articles
  • Read help articles
  • Read help articles
  • Knowledge check
  • Apply what you've learned