Grouping Your Contacts Via Activist Codes
Grouping Your Contacts Via Activist Codes
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.