Post your questions for August 24th EA Office Hours!

Hi Rachel! We want to consolidate our massive list of activist codes, so we can more easily identify active members who have yet to donate, and then run campaigns to try to convert them into donors. We are going to use a general “Webinar Attendee” activist code moving forward, but in the past, they were all specific.

I want to know how we can export the lists of all the people with certain activist codes, and/or export all people who have at least one of a list of many activist codes. I can create a list and add activist codes, but it only allows a certain number of activist codes to be added. Any ideas? Also, Is it possible to export a list or report and see all of the activist codes assigned to someone?

Question 2: Why would I use "Export only the primary member record for each financial household in my list and contacts who do not belong to a financial household" in the export list area vs householding and narrowing it to the primary member when making a list?

Thank you!

Is there a work around for imports that have over 50 columns? Like import the first 50, then update through a bulk upload?

Hello! Losing the multi-selection tool functionality in Create A List for the Online Forms (Form Name) and Targeted Emails (Email Name) categories/sections has really impacted my workflows for email segmentation and monthly reporting. I’m interested in what workarounds or best practices may be available to help me speed up my processes. Thank you!