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Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
Reports for easy list cleaning
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Reports for easy list cleaning


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  • 1. Slim Down Your Email List: Reports for easy list cleaning Salsa Labs, Inc. Lin Prisbrey Salsa Enterprise Support
  • 2. Agenda
    • The basics of reporting with KEYs (and why you should always use them)
    • A couple of examples
      • Receive Email Report
      • Bad Email Query
      • Duplicate Email Report
      • Supporters With Less Than X Actions Report
    • 3) Re-importing KEYs to group/tag objects
  • 3. A couple KEY things about reports
    • KEYs function as unique identifiers for objects in salsa. Every unique object has an associated KEY, for example:
      • supporter_key = 11504625
      • action_key = 756
      • supporter_action_key = 215304895
    • It’s generally a good idea to include the right KEY in your report. This is especially doubly important if you’re creating reports to clean your list.
    • If you plan on re-importing data, using the KEY is by far the safest and easiest way to ensure that you don’t accidentally alter/delete the wrong data.
  • 4. Receive Email Report
    • Generally, the “receive email” value controls whether or not a supporter will be sent your email.*
    • Properties:
      • Pick “aggregate report”
      • Select “supporter” using the classic object chooser.
    • Columns:
      • Receive Email (check the ‘group by’ box)
      • Supporter Key (Function: “Count”)
    • To show a list of the supporters, remove the “count” on the supporter key and click the ‘group by’ box for the key. (This can also be done, easier, as a query.)
    • Codes: Search Salsa Commons for “Receive Email Values”
    • * This isn’t strictly true if you’re in a chapter of a bigger organization.
  • 5. Looking for Bad Emails
    • The “like” and “not like” functions are your friends.
      • Valid email addresses are of the form [email_address] . Since we don’t really care about the specifics, to find all valid-looking emails, we can search for (in a query):
      • [supporter fields] [email] [like] [%@%.%]
      • - To find the not valid-looking emails, just switch to the “not like” function.
      • * The % symbol functions as a wildcard.
  • 6. Duplicate Emails
    • This report will give you a list of all emails appearing more than once in your supporter list.
    • Properties
      • Choose “aggregate report”
      • Select “supporter” using the classic object chooser.
    • Columns
      • Email (select the ‘group by’ box)
      • Supporter KEY (Function: “Count”)
    • Filter
      • [Count] [Greater Than] [1]
    • See More:
  • 7. Supporters with less than X actions
    • This report will give you a list of all supporters who have taken less than three actions.*
    • Properties
      • Choose “aggregate report”
      • Using the advanced object chooser, select the “Supporter” and then “Supporter Action” tables, in that order .
    • Columns
      • Supporter KEY (select the ‘group by’ box)
      • Supporter Action KEY (Function: “Count”)
    • Filter
      • [Count of Actions] [Less Than] [X]
    • * Does not include any actions that pre-date Actions 2.0.
  • 8. The Scoring Package
    • Much of the list cleaning or targeting you may wish to do by looking for those who don’t take many actions or make donations can be done with Salsa’s scoring package.
    • If you’re interested in adding the scoring package, please send an email into [email_address]
    • Unsure if it’s something you want? Attend our webinar at 2pm on February 8 th .
  • 9. Re-importing (Supporter) KEYs
    • Queries allow you to add the results into their own group for easier access. Unfortunately, reports do not and require re-importing the appropriate data/KEY, allowing you to group or tag the items in the import.
    • You can use the following method to “re-import” non-supporter data (e.g. donation KEY, Action history, etc.) but you’ll need to use a ‘tag’ instead of group. This is useful to ‘mark’ this information, but you will not be able to delete the information.
  • 10. Re-importing Supporter KEYs
    • Export the data from your report, and remove all columns except the supporter_KEY field.
    • Start the import as you normally would, specifying the new file of just the supporter_KEYs.
    • On “Field Matching” MAKE SURE you match the field to “supporter_KEY (WFC Unique ID).”
    • Under “Supporter Groups,” select the group you wish to add the supporter to (if you set it up ahead of time) or select “Create New Group”
    • Make sure deduplication is enabled. (It is by default.)
    • Submit for upload.
  • 11. Questions?
    • Questions about anything in this half of the presentation?
    • Any questions on other reports/queries you’d like to go through quickly?
  • 12. For More Information
    • Reports 2 Webinar: February 9 th @ 2pm EST
    • Scoring Webinar: February 8 th @ 2pm EST
    • Reports Documentation:
    • Query Documentation:
    • Imports Documentation: