All Collections
Novi Roundtables
Roundtable Recap: Data Cleanup for New Year's
Roundtable Recap: Data Cleanup for New Year's
December 20, 2022
Jessica Fullerton avatar
Written by Jessica Fullerton
Updated over a week ago

For our final roundtable of 2022, we discussed how to establish a realistic data cleanup process. More specifically, we reviewed which Novi tools can help you maintain records, as well as how you can inspire members to update their own information.

Quick Links

Key takeaways from the roundtable:

Create a Cleanup Schedule

  • Establish a realistic schedule for data cleanup.

  • Don't pressure yourself to have an elaborate data maintenance process right away! Start small.

  • Identify a Data Champion, who should guide initiatives on database cleanliness.

Use Novi's Built-In Tools

Detect Inaccurate Data with Reports

  • Regularly revisit reports that identify:

    • Duplicate records

    • Records with missing essential fields

    • Individual records that have been detached from their parents

  • See detailed instructions on how to build these important reports in our roundtable handout.

Inspire Members to Update Their Records

  • Have a premade follow-up message for reaching out to unengaged members.

  • Plan contests! Reward members with gift cards if they update their profiles within a certain window.

  • Create drip campaigns for users without accounts.

  • Put an “Update Your Profile” message in the footer of all your emails.

Consider Third-Party Tools

Did this answer your question?