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It can include up to 300 custom static fields, and each field can be used to store a data value that is assigned by you. It also includes a set of pre-defined or “taggedtagged.pngImage Added fields for common constituent data and data specific to Engaging Networks.

Whenever you export data through the standard “export supporter data” page, by default all supporter records that are found will include the data from all fields in the Account Data Structure, in the field order that you have assigned. We, therefore, recommend that your Account Data Structure mirrors an in-house database structure, if you have one , so that an export from your Engaging Networks account can be imported directly into your in-house database without having to re-order columns.

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Once your Account Data Structure has been created, it’s possible to add, edit, delete and re-order fields using our drag-and-drop technology, all through the same software page

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When your account was opened your Account Data Structure would have been set up based on your requirements, so you will never need to create it from scratch. However as mentioned above, you can add, edit, delete and re-order the layout based on our drag-and-drop technology and you can do this all on the same page.

Warning

Be careful! Please be extremely careful when updating your Account Data Structure as any changes made will impact the format of your data exports. If you are unsure on about anything, please contact Engaging Networks Support for advice.

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  • Field name: Enter the field name that you want to use for your database

  • Tag: The software needs to map certain field names that you create in your account to pre-assigned data fields in the software. If the field name you are adding has a matching value in the “Tag” drop-down list, then you will need to select it accordingly. For more information on tagged and untagged fields, see this help helpful article. You will only see the remaining available field tags in the drop-down list; all others (such as first name and email) will have been previously assigned when your account was set up. It is extremely important to set up these tags correctly. If you are unsure on about anything, please contact Engaging Networks support for advice

  • Available to forms?: If you want to use the field name as part of a form on any page type, check the checkbox, and it will then appear as an option in any subsequent form you are building. If you don’t want the field name to appear when you are building a form, as it’s only for use as part of your overall data structure, then uncheck the checkbox

  • Default input type: This allows you to create the “HTML type” for the field name, for example, radio buttons, a text box or a select/drop-down list.Once an HTML type is set up and assigned to a field name, it will be visible in that format when you go to the “Lookup Supporter” page in the “Data & Reports” section of the software. See the separate help file on “Managing Supporters” for more information

  • Default values: Once you set your default input type you then need to set the default values to be used for the field. Depending on the input type, a button will appear to edit the default values for use with the field. See the “Default values” section below for more information

  • Default validator: Select any of the form field validators setup set in your account under Pages > Alerts & Validators > Validators as the default validator for your field

  • Default help tooltip: Enter a brief description of the value you would like the user to enter into the field

  • Preview: As you complete entering the details of your field it will appear in the preview

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Default values

The types included are : calendar, checkbox, password, radio, radio with input, search field, select, split select, triple select, select with input, text, split text, triple text, text – uneditabletext–uneditable, and text area.

Click on the edit button and a light box lightbox will appear for you to enter the label that will be displayed on the “Manage Supporters” page and the value that is stored to in the database.

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For example, if I want to create a drop-down list for a “title” field name, I would select the “select with input” type and then in the light box lightbox that appears add:

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Make one of your default values the default option for the input type by checking the “Default” radio button.

A “select with input” means that the final value in the select list will trigger the addition of a generic input box, so the supporter can add their own Title if they need to.

Note that we have pre-defined lists of values that can be imported for use for common items, such as Titles, (US) States, Countries in ISO-3 or ISO-2 letter formats, etc. all in the English language. If you wish to paste in your own content, for example in a different language or a pre-defined list of values we do not yet carry by default – you can do so too. Just use the following format:

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Additional info about field types

What do the field-type symbols mean?

In the account data structure, you’ll see 4 different field-type symbols.

  • tagged.pngImage Added Tagged fields: Fields for common constituent data and data specific to Engaging Networks.

  • untagged.pngImage Added Untagged fields: Fields that are created by the client.

  • Transactional (stored).pngImage Added Transactional (stored): Transactional fields that are available in transaction exports.

  • Transactional (Not Stored).pngImage Added Transactional (not stored): Fields that are not stored on Engaging Networks such as CVV numbers.

What is a split/triple select?

A “split select” type is a double drop-down list (for example “months” in one and “years” in another). If you select this type for a field name, two buttons will appear for you to enter the required values and again this will then be visible on the “Manage Supporters” screen.

A triple select is a set of three drop-down lists (for example “months” in one, “days” in the next, and “years” in the last). If you select this type for a field name three buttons will appear for you to enter the required values and will then be visible on the “Manage Supporters” screen.

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“Radio with input” is a series of radio buttons where the last value, if selected, opens up a text box to enter a free text value. “Select with input” is a drop-down list with the same characteristic for the final value.

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When you have entered all the details for your new field name(s), press Submit and they will be pulled into to the bottom of the list on the main “Account Data Structure” screen.

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You can delete a field name only if it’s not currently being used in any donation or advocacy form. You will see a delete icon Image Removed cross.pngImage Added by the side of any field name that has no association with a form, so these will be the only ones that you can delete. You can remove a field name’s association with a form by going to the build area of your campaign, but please contact an Engaging Networks staff member for assistance if you are unsure oh of how to do this.

You can also delete multiple fields at once by checking the checkbox for each field you would like to delete. The “Bulk Actions” menu will appear giving you the option to delete all of the fields you selected.

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Define custom “Export Groups” in order to select which data columns will appear in your exported files. “Export groups” can be either used when exporting supporters manually, via the query builder, or through the export API.

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Once you have created an “Export Group”, you will need to make it active in order for it to be applied to future exports. To do this, navigate to Data & Reports > API Options > File Format, locate the ‘User Data’ item and make sure it is ticked, then click on the Edit icon to select your pre-defined “Export Group” from the adjacent drop-down list, and finally submit the page. This will apply your column selection to exports via the API and list builder.