Feature Overview: Codes and Effort Tracking
Many types of codes are available to help you track your program and segment your contact lists. Understanding these codes and how they are meant to be used can make a major difference in how easy it will be to collect meaningful data from your reports and searches.
- Activist Codes
- Source Codes
- Extended Source Codes
- Origin Source Codes
- Tags
- Market Source Codes
What do you need help with?
- Understanding Activist Codes
- How do I create Activist Codes?
- Understanding Source Codes
- How do I create Source Codes?
- How do I search and report on Source Codes?
- Understanding Extended Source Codes
- How do I create Tags?
- How do I use Market Source Codes?
- How do I create a campaign?
- How do I apply campaigns?
- How do I use engagement points and types?
- How do I use Canvass Results Groups?
- How do I recycle or remove a Canvass Results Group?
- FAQ: Custom Districts and Activity Based Regions?
Need help with another topic?
Navigate back to the Administration Resource Index.
Looking for training?
Explore this feature at your own pace - join a live training session or watch a recorded webinar by clicking the link below.