Data Quality Tag Archive

Meet Your Fundraising Goal

Don't leave potential donations on the table! As you get your campaign on a roll, think about ways you'll be able to fill your fundraising gaps.

One idea is to dig into your database for donors who haven't yet given this year but gave in the past. To get a list of lapsed donors, use the "Pattern" tab in a data mining operation.

After obtaining the list, you can review the accounts for ways to communicate with them. Maybe you have a home contact you can get in touch with, a related person whom you can call, a staff member who knows them, or someone may remember them from an event they volunteered at or attended. You might even be able to find more info by searching for them on Google!

Learn About the Pattern Tab

Clean Up Your Mailing List

Avoid awkward situations by ensuring that you update your mailing lists with the latest information.

Use Andar’s MIG module to automatically handle address redirection when your donor has passed away or is now under the care of someone else. With the care-of relationship, Andar’s mailing list management system will automatically redirect your communications to the correct person.

Add Care Of Relationship

Housekeeping Rebuilds You Should Be Running

Are you running rebuilds regularly? If you're not, you could be leaving critical functionality and analytics on the table.

One crucial rebuild that will help you analyze the data already captured in Andar/360 is the "Ranking Rebuild." Check out the following list to see what rebuilds you should run and how frequently they need to take place.

See List of Rebuilds

Use the Right Data Standards for Your Pledge Form Data

For many of you, your campaign year will be nearing an end quicker than you can believe — and you're likely reviewing pledge forms right now. At your next staff meeting, take a few moments to discuss and plan out where each piece of data from these pledge forms will 'live' inside Andar.

Data storage is critical. If you know where your data is stored and how to use it, you'll be armed with a stronger foundation as you strategize your outreach efforts. Take a look at our suggested Data Standards to get started.

Tell Me About Data Standards

Save and Reuse Report Submission Parameters

What's the one currency no one can ever earn back?

Time.

We may not be able to help you travel back in time (yet), but we can help you be more efficient so that you invest less time into tasks that you do within Andar/360.

Try this: When exporting reports, save and re-use report submission parameters. Doing this can big a big time saver if you either run the same report multiple times or like to run variations of the same reports based upon a different set of report parameters.

Show Me How

Why Do People Stop Donating?

The number one reason why people stop giving is that they weren't asked. That leads to another question, "Why were people not asked to donate in the first place?"

You have the power to reach out to your community and ask for donations, and it's time you exercise that power to the best of your ability. After all, there's no harm in asking.

One common reason why organizations have trouble reaching out to individuals for donations is that donors have moved to another company. Did you know that you can easily data mine for those individuals that were once donors but have not given this year? Besides, you can select those for whom you have a home telephone number, e-mail, or street address. Imagine all the potential donors that may be waiting there for the asking!

Get Details on Data Mining

Common Logic Errors (That May Not Seem Logical at First Glance)

Computers don't think the way humans think. For that reason, when we give our computer directions (such as data mining rules), we have to learn how to speak a version of "English" our computer will understand.

Let's say we want a list of all donors living in New York and Chicago. We would probably write the following:

Select individuals where city = "New York" and city = "Chicago"

With this direction, the computer will take each record, one at a time, and perform the test. With an "and," both conditions must be true for the individual record to be selected. Since an individual's address cannot have both New York and Chicago in the same record, we will get no data output from our request. Although, in English, we typically say "New York and Chicago," in "computer-speak", we should say "New York or Chicago." With an "or," either or both have to be true for the individual to be selected. So, we should have written "or" instead of "and."

We also need to be careful when mixing "and" and "or." For example, if we were to write the following:

Select individuals where city = "New York" or city = "Chicago"
and gift > $1000

In "computer-speak," the "and" is always paired before the "or." In other words, the computer understands the statement above as:

Select individuals where city = "New York"
or (city = "Chicago" and gift > $1000)

This will result in a report where everyone from New York, plus only those individuals in Chicago that gave over $1000 will be included. All of this can be hard to remember, so it's always a great idea to put the brackets in for clarification. The above statement would be better written as follows:

Select individuals where (city = "New York" or city = "Chicago")
and gift > $1000

This will select all individuals in New York and Chicago, that have also given over $1000.

This process is related to simple math formulas like: 5 + 2 X 3. Without following the mathematical rule of BEDMAS (that we all fondly remember learning in grade 6 math class), we would wrongly say that the answer is 21, when in fact, the answer is 11. That's because the multiplication has to be performed first. The order of operation is Brackets first, then Exponents/Roots, then Division/Multiplication, then Addition/Subtraction, followed by Comparisons, and finally logical operators And/Or.  

Integrate Your Instance of Salesforce with Andar/360

Do you use Salesforce for your day-to-day resource development activities and Andar/360 for your back-office processing and as a system-of-record?

Maximize efficiency by synchronizing your data between the two systems in real-time with our Salesforce Integration module. With the module, any accounts already in your Salesforce instance will be imported and matched with your Andar platform. Likewise, any Andar accounts will be pushed to Salesforce.

Get Details

Get Close and Personal with Data Mining

Using data analysis to drive business decisions is a great way to help your organization grow, but what happens if you're not pulling the right data? Or if you're not sure how to extract the data in the first place? Whether you're a beginner or a seasoned veteran at data mining operations, the Data Mining Supplement is bound to have valuable information for you. Get all the details on selecting accounts, conditions, and data below.

View PDF

Integrate Your Instance of Salesforce with Andar/360

Do you use Salesforce for your day-to-day resource development activities and Andar/360 for your back-office processing and as a system-of-record?

Maximize efficiency by synchronizing your data between the two systems in real-time with our Salesforce Integration module. With the module, any accounts already in your Salesforce instance will be imported and matched with your Andar platform. Likewise, any Andar accounts will be pushed to Salesforce.

Request a demo today.

Read more about Salesforce Integration.