Click-Through Guides

    1. Decide How to Use Source Codes

    2. Option A: Highly Detailed Use of Source Codes

    3. Option B: Moderately Detailed Use of Source Codes

    4. Option C: Basic Use of Source Codes

    1. Create a New Source Code

    2. View and Apply Source Codes

    3. Report on Source Codes

    4. COMING Q3: Link Source Codes to Additional Tracking Fields

    5. COMING Q3: Nest Source Codes using Hierarchies

    6. Use Source Codes in Create a List

    1. Retroactively apply Origin Source Codes to contacts without them, through Bulk Apply Wizard or Internal Bulk Apply

    2. COMING SOON: Use Query Strings to Apply Source Codes to URLs

    3. COMING Q3: Archive and Merge Source Codes

    1. In Progress

Details

  • 4 Explainers + 5 Guides
  • EveryAction

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Built in Collaboration

  • Asian American Advocacy Fund

  • Equitable Recovery & Reconciliation Alliance

  • Feminist Women's Healthcare Center

  • National Domestic Workers Alliance

  • Sachamama

  • Science Friday

  • Showing Up for Racial Justice