For our final Novi Roundtable of 2023, we discussed various tools to monitor and clean up your data in Novi. Watch our recap to review Novi Tools, Custom Reports, and Groups specifically for data cleanup!
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. Implementing one or two data cleanup ideas can make a big difference.
Identify a Data Champion, who should guide initiatives on database cleanliness.
Schedule data cleanup tasks on your calendar as reminders.
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
Inspire Members to Update Their Records
Have a communications plan to identify and reach out to members who haven't updated their data.
Incentivize members to update their data with prizes!
Create drip campaigns for users without accounts to encourage them to sign in.
Put an “Update Your Profile” message in the footer of all your emails.