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This course explores the different types of codes available in EveryAction and how to use them effectively for segmentation and reporting. Learn how to track supporter behavior and customize your outreach with tags, origin codes, source codes, and more.

 
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 covers how to flag contacts using EveryAction’s full suite of code tools. You’ll learn how to track first interactions, donations, and campaign responses using multiple types of codes to power smarter segmentation and audience targeting.

What You’ll Learn in This Course

  • The differences between extended source codes, origin source codes, and first contribution source codes
  • How to track and analyze donor behavior and campaign response using source codes
  • How to use tags to categorize contacts across multiple code types
  • How market source codes help track the digital paths supporters take to reach your forms
  • How to set up and manage codes for segmentation and reporting
  • Best practices for applying codes consistently across your database

By the end of this course, you’ll be ready to use EveryAction’s code tools to better understand, track, and segment your contacts for more personalized engagement.