Data Management

General Information

• Set Up Google Analytics 4 (GA4) Tracking
• Adding a Cookie Consent Banner (Termly)
• GDPR Overview
• Use Custom HTML to Add Tracking Codes/Scripts to Parent Portal Thank You Pages
• Standard & Custom Data Services Overview

Duplicate Contact Management

• Duplicate Household Matching
• Duplicate Contact Matching
• Duplicate Check & Merge

ID Generation & Management

• ID Generation & Sync to Third-Party Systems

Fields & Settings

• Fields: What You Can Edit Yourself vs. What Requires Support
• Search for Magical System Fields
• How to Find Field Values
• How to Find Fields
• Create and Edit Fields
• Terms Page & Data Management

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Bulk File Upload

• Bulk File Upload Process