Ask the Experts: Spring Clean Your Data: Best Practices in Network for Good

Is your donor database feeling a little cluttered?

Join us for a special Ask the Experts session focused on spring cleaning your Network for Good software! We’ll walk through best practices for organizing your data so you can feel confident in the information you’re tracking — and how you’re using it.

In this session, we’ll cover:

• When to use saved filters vs. groups vs. custom fields

• The difference between campaigns and designations (and why it matters!)

• Proper use of households and co-donors

• Leveraging built-in volunteer and deceased features

• Bulk actions to simplify and clean up your data

Whether you're looking to reduce duplicate workarounds, streamline your reporting, or simply feel more confident in your system, this session will help you tidy up and move forward with clarity.

Have a question you’d love answered? Submit it in advance for a chance to hear directly from our experts during the live session.