Keeping Your Contacts Clean; A Best Practice Guide

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.