With end-of-year planning in full swing, don’t forget to add data cleaning to your checklist.
You want your technology systems to be in their best shape before your “busy” season begins, so making sure you start putting some processes into play now by practicing good data hygiene so you can guarantee your campaign will run as smoothly as possible.
Jeff Miller, our in-house data management guru, gives three recommendations for maintaining good data hygiene that you can start doing today.
1) Keep addresses up-to-date and in a consistent format.
Make use of address standardization and validation services offered as part of your CRM or online fundraising system, including CASS certification and NCOA address updates.
Consider adding a front-end address validator, like SmartyStreets, to donation forms and other web forms where addresses are collected.
2) Stop ALL bad data at the source.
It’s not just bad/incomplete addresses that can be stopped at the source. Consider all the sources of incoming data—web forms, data entry forms, system integrations, import/exports—and make sure that they’re consistent with each other and capturing the information that’s really needed.
With over 15 years working in the nonprofit and technology sector, Shannon has seen a little bit of everything regarding marketing to and from nonprofits. Some good, some bad, but regardless she hopes her insights help strengthen your organization.