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Welcome to the May edition of NGP VAN News for customers of NGP!
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NGP VAN has an updated phone data model, which more accurately describes a phone number's use, device type, and capabilities.
These updates will make it easier for you to find the right phone number for the right channel and provide greater control over which numbers rise to the top of a supporter record.
A new field titled "Device Type" will help to capture whether a number belongs to a "Landline," "Cell," "VoIP," "Fax," or "Unknown."
Dropping Fax and Main Phone Types
In the coming weeks, the Phone Types of "Fax" and "Main" will no longer be options for defining a phone number. You will not be able to select these options in the CRM or upload/map to them. An exact date will be communicated later. We encourage you to migrate your existing Phone Types "Fax" or "Main" to other Phone Types and Device Types using Bulk Upload, the API or Bulk Edit actions via the Phone Number Report. When we drop these options, any remaining Phones with Type "Fax" will be set to Phone Type "Work," and any remaining phones with Phone Type "Main" will be set to Phone Type "Home."
More information on default settings and one-time mappings is available below.
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Easily create and manage your peer-to-peer fundraising campaigns with an improved Bundler tool, formerly known as the "Raiser Tool."
This improvement includes support for multiple campaigns, an easy-to-manage Bundler list, and a new customizable Bundler page in Online Actions.
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The ability to bulk remove tags is now available via Bulk Upload and Bulk Apply to help users more efficiently manage contact records.
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Changes to Contact History Functionality
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In order to prevent a common error that results in bad data, we are soon removing the ability to:
- Bulk apply Contact history for phone-related contact methods when using Bulk Apply on My List, and
- Apply one value to all records when using Bulk Upload to apply Contact history for phone-related contact methods.
Phone numbers are still required to apply phone-related Contact attempts. When bulk uploading phone Contact history, you will soon need to use Bulk Upload and map the attempted phone number from a file column to bulk apply phone-related Contact history.
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Fundraising Management Dashboard Enhancements
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Soon, all clients will be able to set custom date ranges on the Fundraising Management dashboard to see data across the most relevant time period, such as an election cycle or period.
Customers with Disclosure and Compliance will also see a Non-Memoed Total metric, which lets you view the contributions that more directly impact cash-on-hand.
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New Foundational Training Webinars
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Exciting News: We're launching seven foundational webinars for NGP. Don't miss this opportunity to dive deep and master our powerful tools!
These foundational webinars are offered free of charge and designed specifically for new users of the NGP platform. Each session is led by a training specialist and covers a specific introductory topic, aiming to familiarize you with the platform, answer your questions, and streamline your onboarding process.
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Use the Course Catalog to find a listing of the webinars available to support you. Sign up for a training today!
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Editable Names in the Voter File
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As the 2024 cycle picks up we want to take this moment to remind folks about the editable names in the Voter File functionality. As of 2022 - in order to make sure that everyone can address voters with a correct, complete, affirming, and properly spelled name - we released a number of improvements to names in the voter file that included:
- Increased character length for all name fields, including salutation and envelope name in My Voters and My Campaign
- Support of all diacritics on all Latin language characters in My Voters and My Campaign
- Support for Pronouns in My Voters
- Improved internal matching logic to make sure that voters are addressed correctly, and
- The ability for select users to edit First Name, Middle Name, and Last Name fields in My Voters.
A significant driving force behind this work has been our desire to prevent deadnaming, which refers to using a transgender person’s birth name or name used before they begin their transition. This work now provides an option to use a transgender voter’s chosen name for voter contact without waiting on state governments to update the voter file with a formal name change.
Ultimately, we want staff and volunteers to avoid the harm using a deadname can cause while having meaningful conversations with voters about important candidates and issues on the ballot.
Read more about how to edit voter names and pronouns and our guidance on changing names in the voter file.
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Saturday, June 15, 6 am - 7 am ET: General server maintenance
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Sunday, June 16, 6 am - 7 am ET: General server maintenance
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Monday, June 17, 6 am - 7 am ET: General server maintenance
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Wednesday, June 19: Office closure in observance of Juneteenth
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Thursday, July 4: Office closure in observance of Independence Day
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NGP VAN Academy:
Sign up for webinars and access online learning here.
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