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
Novi's Built-In Data Cleanup Tools:
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
Remember to use DataMaid, QuickBooks Analyzer, and the Address Cleanup Tool regularly.
Keep track of your interactions with members using each record's Activity Timeline.
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
Verify addresses with Melissa Lookups or Smarty.
Use Zapier to automate your data cleanup workflow.