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EveryAction  ·  5 Mins  ·  For: Users

Flagging Your Contacts for Segmentation

This course reviews the multiple definitions and functions of codes in EveryAction, understanding how and when to use and apply the host of codes, and learning the differences between codes and their many uses.

This webinar is about flagging contacts for segmentation using EveryAction's advanced code features.


The webinar covers the various types of codes available in EveryAction, starting with extended source codes. It explains how development pro package users can set up custom mapping to track additional details about their direct mail efforts. The webinar then delves into origin source codes, which are automatically applied to a contact record upon their first interaction with the organization, and how this information can be used for reporting and segmentation purposes.


Next, the webinar discusses first contribution source codes, which are applied when a supporter makes their initial donation, and how this can help predict donation patterns. It also covers the use of tags, which allow users to track broader efforts and campaigns across different code types. Finally, the webinar introduces market source codes, which are used to track the various channels and campaigns that drive supporters to online action forms. The webinar concludes with a Q&A session and information on accessing additional resources and training opportunities.

Flagging Your Contacts for Segmentation Presentation Slides

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