Contact info cleanup: practical prep for year-end outreach

Your year-end outreach won’t yield results if you can’t reach your constituents in the first place! Find out how to identify holes in your contact info data, and learn how to utilize tools in Bloomerang CRM and Excel to make updates using data you already have in your database.

Learning Objectives:

• Segment constituents into reports to identify key groups that need contact info cleanup.
• Use Excel to see constituents’ contact info in one place, combining reports with comprehensive files.
• Identify and prep records whose contact info can be updated.
• Use the Import tool to update primary contact info en masse.