Feature Overview: Activist Codes

Activist Codes are labels applied to contact records to track groups of individuals or organizations that share interests or specific relationships. Once an Activist Code is applied to a contact record, a person can easily find information related to the code such as group affiliations, subscriptions, licensures, or memberships. 

Activist Codes also track donor support making this feature useful in organizing critical information on contact records. 'Activist Code Reporting' is another feature that helps manage code information for quick referencing. 

EveryAction Activist Codes may differ from other brands as they are commonly used to differentiate between specific roles, donors, interests, and issues. Below are examples of specific Activist Codes you can add to represent how roles can be tracked when attached to a contact record and issues and interests relevant to the linked contact record.

Common examples of Activist Codes for EveryAction may appear like this:

• EveryAction

  • Role: Board Member

  • Role: Volunteer

  • Donor: Prospect

  • Donor: Major Donor

  • Email Interest: Newsletter

  • Email Interest: Action Alerts

  • Email Interest: Events

  • Issue: Clean energy jobs

  • Issue: Corporate accountability

  • Issue: Environmental justice

  • Issue: Endangered species

What do you need help with?

• How do I create an Activist Code?
• How do I apply an Activist Code on an Online Actions Form?
• How do I delete an Activist Code?
• How do I manage contacts based on Activist Codes with Create a List?
• Bonterra CRM: Working with Activist Codes Tutorial
• Tutorial: Activist Codes for Fundraisers

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Navigate back to the Codes and Effort Tracking Resource Index.