This webinar is about keeping contacts clean in the EveryAction platform, covering best practices for contact record matching, merging duplicates, and deleting records.
The webinar explains EveryAction's person matching algorithm, which uses a weighted approach to compare over 60 criteria to identify potential duplicate contact records. It covers how the matching process works, including prioritizing matches based on voter registration status and record creation date. The webinar also discusses instances where the matching process may not detect duplicates, such as when supporter information is entered inconsistently or has changed over time.
The webinar then focuses on the process of merging duplicate contact records, including using the quick lookup and duplicate tools to identify matches, comparing the records side-by-side, and selecting which data to retain in the merged record. It also covers troubleshooting scenarios where merging may not be possible, such as due to limited editing permissions or financial transactions associated with one of the records. Finally, the webinar covers deleting contact records, explaining when suppression should be used instead of deletion to maintain financial transaction history.
Keeping Your Contacts Clean; A Best Practice Guide Presentation Slides
