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Data Cleanup 102: Defeating the Default Contact

 

January 19, 2023

We're continuing our 2023 resolution to get that perfect A+ on your MP Report Card! Say goodbye to lapsing gym memberships, a stack of books collecting dust, or the forgotten goal of drinking less coffee. This year we will get your resolution completed before the end of Q1!

Join us for the second in a two-part webinar series all about Data Cleanup. We will explore some common data scenarios, clean ‘em up together, and learn WHY we bother to keep our data clean in the first place! #CleanDataIsHappyData :D

Video Topics

02:20 - Introduction & Data Cleanup 101 Review
04:50 - Data Report Card: Major Data Issues 
12:45 - Defeating the Default Contact
13:16 - Finding Default Contacts (Dashboard Charts, Notifications, Fix Views)
17:15 - Fixing Default Donors (Assign Donor Tool)
24:15 - Fixing Default Event Participants (Assign Participant Tool)
33:00 - Fixing Default Group Participants
39:50 - Fixing Default Form Responses
42:20 - Fixing Default Pledges
44:25 - Q&A