- Introduction
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Start here
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
Keeping Your Contacts Clean; A Best Practice Guide
This course explains how to identify and merge duplicate contact records, manage data integrity, and apply best practices for keeping your database clean in EveryAction. Learn how to confidently manage contact records and minimize errors. 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.
Keeping Your Contacts Clean; A Best Practice Guide
This course walks you through the tools and practices EveryAction offers to maintain a clean and accurate contact database. You’ll learn how the person matching algorithm works, how to resolve duplicate records, and when to suppress versus delete records.
What You’ll Learn in This Course
- How EveryAction’s person matching algorithm identifies potential duplicates
- Common scenarios where duplicates may go undetected and how to address them
- How to use the quick lookup and duplicate tools to compare and merge records
- How to handle merge restrictions due to permissions or financial history
- When to use suppression instead of deletion to maintain data integrity
- Best practices for managing supporter records consistently over time
By the end of this course, you’ll be able to manage and maintain cleaner contact records that support more effective engagement and reporting.
