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This course reviews the different types of codes in EveryAction—especially Activist Codes—and how to create, apply, search, and remove them. Learn how to use these codes to organize your contact list and strengthen segmentation across your outreach.

 
To complete this course, you must:
  • Watch the training video OR
  • Register for and attend the live training with Q&A OR
  • Review the help article
  •  AND
  • Complete the knowledge check
Summary

Summary

This course introduces Activist Codes as a powerful way to group and track contacts in EveryAction based on their interests, engagement, and relationship to your organization. You’ll learn how to create, manage, and report on these searchable labels to improve your targeting and communication strategies.

What You’ll Learn in This Course

  • The purpose and structure of Activist Codes in EveryAction
  • How to create and apply Activist Codes to contact records
  • How to use online actions to automatically assign codes
  • How to search for and filter contacts based on assigned codes
  • Differences between Activist Codes, Source Codes, and Tags
  • How to manage, delete, and report on codes effectively
  • Best practices for segmenting contacts for strategic outreach

By the end of this course, you’ll be ready to use Activist Codes to drive smarter communication and engagement efforts.