APG Data Best Practices
Follow Data Best Practices
Accurate data strengthens donor relationships, saves money, and improves response rates. Clear policies and consistent entry standards lay the foundation for effective campaigns.
Create a Donor Management Guide
Formatting Standards
Consistent formatting improves deliverability and professionalism.
- Title Case vs. ALL CAPS: Choose one standard for names and addresses
- Use both formal name (for addressing) and informal name fields (for salutations)
- Include prefixes (Mr., Mrs., Dr., etc.) when possible
- Standardize address abbreviations (St., Ave., Blvd.)
- Format phone numbers consistently including area codes
Clear data standards reduce confusion and allow for smooth list processing and segmentation.
Personas/Demographics
Create data fields that identify who your donors are.
- Birthday
- Marital Status
- Hobbies/Interests
- Education
- Anything to help you
Use this information to create personalized campaigns and for improved acquisition efforts.
Custom Persona Fields
Duplicates
Don't waste marketing dollars, make sure to remove any duplicates.
Have a policy for handling combined households (Spouses/Partners). Utilize the NCOA move updated report you recieve each time you mail to update your records. APPEALPRINTING runs NCOA move updates and returns those results to you after every mailing.
Sample NCOA Report
Document Touch Points
Log as many interactions as you can with your donors and prospects.
- Donations Recieved
- Campaign Outreach
- Web Site Visits
- Social Media Engagement
Knowing how and when your donors and prospects engage with you provides valuable insight to create highly targeted campaigns.
Example of Donation History
A Smarter Way to Manage Data
Less waste. More connection.
When data is aligned with campaign goals, results improve. Clean lists mean fewer returns, better targeting, and messages that feel personal—not generic.
- Strengthen relationships with current donors
- Reconnect with lapsed supporters
- Find new prospects more efficiently
- Optimize response rates and campaign ROI
Data management doesn’t have to be overwhelming. A few smart updates can make a big difference.
APG List and Data Services
APG offers complete data and list service to handle all of your organizations needs.
Data Services
APG can help with all your data needs.
- Data Cleansing
- Donor Profiles
- Segmentation
- Data Mining & Migration
List Services
APG can help create donor personas and provide lists that are tailored to your needs.
- Targeted Acquisition Lists
- Mapping & Suppression
- Email Lists
Keep Your Valuable Data Clean
APPEALPRINTING offers complete data services to help you keep your donor information up to date. Quality Data Saves Time and Money. Quality Data Avoids Embarrassing Mistakes.
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