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APG Data Hygiene Status Check LP

Clean Your Data

Connect with us and receive FREE data analysis, reports, and results files.

Save Time and Money

Avoid Embarrassing Mistakes

Maintain Credibility with Your Donors

Continue reading to see our best practices and services below

Follow Data Best Practices

Create a Donor Management Guide

Document your policies, procedures and rules.
Make this document known and available to everyone performing data entry.
This is the best place to start to ensure the information you collect is recorded properly.

Formatting Standards

Create data entry standards to ensure all your formatting is consistent.
  1. Proper Case Structure - Title Case, Upper Case, Lower Case
  2. Formal Name (Addressee) and Informal Name (Salutation)
  3. Title/Prefix (Mr. Mrs. Ms.)
  4. Address Structure and Abbreviations
  5. Phone Numbers
Allow flexibility for the inevitable unique situation.
APG Fields

Examples of Name Variations

Personas/Demographics

Create data fields that identify who your donors are.
  1. Birthday
  2. Marital Status
  3. Hobbies/Interests
  4. Education
  5. Anything to help you
Use this information to create personalized campaigns and for improved acquisition efforts.
Persona Fields

Custom Persona Fields

Duplicates

Don't waste marketing dollars, make sure to remove any duplicates.
Have a policy for handling combined households (Spouses/Partners).
Utilize the NCOA move updated report you receive each time you mail to update your records.
APPEALPRINTING runs NCOA move updates and returns those results to you after every mailing.
NCOA Sample Report

Sample NCOA Report

Document Touch Points

Log as many interactions as you can with your donors and prospects.
  1. Donations Recieved
  2. Campaign Outreach
  3. Web Site Visits
  4. Social Media Engagement
Knowing how and when your donors and prospects engage with you provides valuable insight to create highly trageted campaigns.
APG Fields

Example of donation history.

APG Data & List Services

APG offers complete data and list service to handle all of your organizations needs.

Data Services

  1. Data Cleansing
  2. Donor Profiles
  3. Segmentation
  4. Data Mining & Migration
APG can help with all your data needs.

List Services

  1. Targeted Acquisition Lists 
  2. Mapping & Suppression
  3. Email Lists
APG can help create donor personas and provide lists that are tailored to your needs.