Hi there, 

While attacks on organizations doing progressive work continued over the first quarter of this year, the CLC Toolbox team worked hard to bolster our data hygiene and security resources.

Use these new guides, listed below, to shore up your organization's database practices.

✨ NEW EveryAction Setup & Strategy Guides

Data Hygiene & Security

Clean and protect your organization data with these new chapters and guides:

• Data Security Introduction: a chapter focused on questions to consider to protect your contacts' data. 
• Deleting Unreachable Contacts: a chapter that walks you through considerations for removing contacts from your database.
• Create and Edit User Profiles
• Steps to Offboard a User

Development

Build on your development setup with our Moves Management and Manual Gift Processing guides:

• Create a Moves Management Action Plan
• Manage a Moves or Grants Plan After Recieving a Pledge
• Create a List of Contacts by Moves Management Action Plan
• Set Up Financial Batch Quick Entry Configuration for Checks

Communications

Improve your communications strategy with new guides and courses on repeatable email sends and content tailored to your audience. 

• Newsletters: take your Targeted Email management to the next level with a new interactive course on creating Email Interest Activist Codes, templates and dashboards to manage your newsletters. 
• Utilize Conditional Content in the Drag & Drop Editor for Targeted Email
• Edit Smart Links to Avoid Information Auto-Fill on Email Forwards

Reporting

View and visualize your data in EveryAction with new guides on reporting.

• Troubleshoot Report Access
• View, Report and Action Survey Question Responses
• Clone, Edit, and Share an Analytics Dashboard

🤓 Need more support?

Have more questions than the Toolbox can answer? Need an EveryAction expert to work through your data strategy questions? 

Schedule a one-off Office Hours to get support with your strategy and implementation questions. 

Want a dedicated project lead to partner with you or even take over on those tricky database questions?

Schedule a free 60-minute consultation to share your current database projects, pain points or wishlist. Our team will develop a consulting proposal to address your specific needs.