Adding Members With Pre-Existing Data
Tiers I and II only allow you to load the core fields necessary for sumApp to function - First Name, Last Name, Email(s) (up to 3), and Segment.
Tiers III and IV
enable you to load more information about each member, in addition to names, emails & segments. This 'extra' data becomes part of the member survey, so your members can see what data you already have about them, and can edit that data if they choose to. We call this 'extra' data 'Pre-Existing Data', because you already had it in your possession before loading your members into sumApp.
Your pre-existing data might come from an event registration form, or it might come from your internal record-keeping tools. Wherever it comes from, it needs to be formatted in such a way so that sumApp knows how to incorporate it into the survey form.
To be notified of our online events.
Adding Pre-existing Data: Preliminaries
A preliminary video on what to expect when adding pre-existing data to a sumApp project. Please watch: How to Validate a Members CSV file Before Adding it to sumApp before watching this video Length of video is 4:54
How To Load Pre-Existing Data Into sumApp | Tiers III & IV
What Is ‘Pre-Existing’ Data? Pre-existing data is information about your members that you’ve already gathered from other sources. For instance, you may have street addresses, organization names, titles or other info from event registration forms. Or ...
Impact on Survey When Loading Pre-Existing Data | Tiers III & IV
Tiers III & IV enable you to incorporate data about your members that you've previously acquired into sumApp. What Is ‘Pre-Existing’ Data? Pre-existing data is information about your members that you’ve already gathered from other sources. For ...
Understanding Your Data Flow Options
sumApp is a tool designed to GATHER your network data in an easy, user-friendly platform. Once you have your data coming in, you need to get it into Kumu so that you can visualize and share it. There are 3 basic means of migrating your data into ...
Turning Data-Flows Into a Practice
Moving data around is by far the most confusing, time-consuming, mind-numbing part of data-visualization. It's the part of this whole mapping process with the most potential to drag you down a nasty rabbit-hole and cause you to beat your head against ...