One of the most common challenges I see across EveryAction databases is data that's technically usable but quietly working against you. Duplicate records, inconsistent source codes, outdated constituent information—none of them are catastrophic on their own, but together it adds up to segmentation you can't fully trust, bloated databses, and campaigns that leave results on the table.
The good news is that EveryAction has built-in tools to help you get ahead of it.
A good starting point is running a duplicate check on your contact records. Even well-maintained databases accumulate duplicates over time—people give through different channels, staff enter records manually, or an import brings in names that already exist. EveryAction's merge tools let you identify and resolve these without losing essential data and cleaning them up now means your lists and reports reflect reality.
On the source code side, one of the highest-value things you can do before a major campaign is audit what you have. Are your source codes consistent and descriptive enough to tell a clear attribution story? Are old codes creating noise in your reporting? A quick cleanup of duplicate and out-of-date codes makes a real difference when you're trying to understand what's driving results.
For contact records themselves, creating saved searches of contacts without a subscribed email, no name, or with not activity for 36+ months are useful starting points for identifying where your committee has gaps or dead weight. Addressing these in segments (rather than all at once) keeps the work manageable and lets you see impact along the way.
The bigger picture here is that data maintenance isn't a one-time project; it’s a process. Building a simple quarterly habit around deduplication, source code hygiene, and file health checks keeps things from compounding and makes every campaign you run more reliable.
Learn more about data management in EveryAction: EveryAction Help Center Book time with the ASC Team: bonterratech.com/support
