Social Movement Technologies
Data Management for Organizing or “Getting that lead list I always wanted!”: Feb 29

12:00 P.M. (ET) | 2-hours | Instruction in English. Interpretation provided as funding allows in response to registrations.

UAW workers on strike.

UAW members’ strategic rolling strikes result in major contract wins across U.S. (2023, J. Kowalsky/Bloomberg/Getty)

See all of SMT’s Upcoming Trainings

Is managing data giving you a headache? Need a lead list of people to target from your organization’s list who are likely to be the most responsive to your ask…and can’t get it? Looking for ways to save time and integrate your data so it’s reliably up-to-date and accessible? This session is for you.

To win campaigns we need to build and manage email and text message lists, addresses, donation histories, action histories, ratings, and sometimes lots more. Data is usually collected in multiple different tools and sometimes by hand, which can make data management a massive challenge.

Yet effective organizing runs on data. We need to be able to segment our lists so that we can target members who’ve shown interest in something for follow-up; or proposition active members to take the next step; or challenge donors to give at the next level; or welcome newcomers effectively; or pull up those with a particular rating. We need to be able to reach people where they pay attention – email? SMS text? WhatsApp? – and the data needs list goes on.

What We’ll Cover:

  • Building a data culture
  • Tips for manually syncing data across tools, including SOP (Standard Operating Procedure) development
  • Examples of automations that can save time in syncing (you’ll get a starter list of recommended automations)
  • Limitations and cautions in using automation tools
  • Comparison of automation tools including Zapier, IFTT, and others
  • Integrations: what it means, how to test, limitations, what to watch out for
  • SOP (Standard Operating Procedure) development for periodic data review and cleaning
  • Safeguards and backup plans for when automations glitch
  • Some of the data sources we’ll reference include:
    • CRMs: Action Network, EveryAction, NationBuilder
    • Texting: Hustle, Call Hub, Spoke
    • Union tools: Unionware, Action Builder


February 29th | 12:00 P.M. (ET) | 2-hours

Find your time zone here. Training will be recorded for those in time zones that don’t facilitate live participation.


In order to support a movement organization learning space, SMT trainings are for staff of non-profits – NGOs, unions and electoral campaigns. Trainings are not for consultants or agencies. Consultants & agency staff who register will have their registrations refunded. Alternatively, on demand trainings are available to all on SMT’s course platform.


Region Budget of the organization Early bird (by Feb 10, 2024) Outreach Partner
Referral (Must forward communication you received by Feb 10, 2024)
Regular (after Feb 10, 2024)
North Am + Western Europe
$2M and above $150 $95 $190
$500K-$2M $135 $85 $170
Under $500K $120 $75 $150
Africa, Asia, Eastern Europe, MENA, Latin America, and Oceania $2M and above $144 $90 $180
$500K-$2M $128 $80 $160
Under 500K $112 $70 $140


Groups referred by outreach partners can get discounts on available training programs (see table above). Please name the outreach partner in your registration and forward the email you received to [email protected]. Outreach partners pass along opportunities for training and coaching to lists of organizing groups. This helps SMT as a non-profit reach more groups that could organize more powerfully with SMT support. 

Interested in being an outreach partner? Contact [email protected] and describe the size and type of groups you’d reach out to. Typically, this is a list of chapters of a network; national unions on behalf of their local affiliates; state federations, labor councils etc.

Register using the form below: 

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Staff and activists of 4,900+ groups
have engaged with SMT trainings


I found a lot of value in this Certificate Program that I use in my everyday work: from using social media effectively; significantly growing accounts and activating people online, pressuring targets in campaigns, and running Twitterstorms. Even when using other tools, I still apply the principles I learned!
SMT helped us craft an effective public narrative for our campaign to get a mine closed. SMT helped us finalize a campaign strategy and come up with an effective plan to raise visibility and engage the public. Our campaign led to a pause in the mining. We will keep fighting!
Our coach was an everyday reminder of what we needed to do. He checked in and followed up on us. It really helped us activate Twitter in our campaigns and tighten up digital security. We moved from just having a Twitter handle to building on a hashtag that saw a jailed human rights activist released from prison.
The program was an eye-opener and better positioned me as a Communications Officer. I learned about digital mobilizing, online community building, and more.
I learnt a lot on grassroots movements, digital campaigns and communications in times of state intrusion or threats.
I had an amazing time. I am already applying the valuable content in my organization.
SMT coaching enabled us to expand our presence within human rights spaces in Kenya beyond an LGBTIQ audience. It helped us use Twitter to connect with allies in the environmental justice and land rights movements. It was amazing to have someone to work with who knows our work and give us templates just when we needed them.
SMT’s training on using WhatsApp to activate our bases helped us activate more leaders by creating conversational WhatsApp groups for members and assigning different leadership roles to volunteers.

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