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User Guide

Annual Contact Update Survey

Launches campaigns that send each member a personalized link to verify and update their own contact information.

Who uses it
Financial Secretary (also Grand Knight / Deputy Grand Knight)
Where
Roster → Updates (`/dashboard/roster/updates`)

When to use it

Run a contact update campaign annually, or whenever your roster's contact data is going stale. The Contact Freshness bar on the page shows how many members were verified in the last 6 months, 6–12 months ago, or are stale/never verified — a quick gauge of when it's time to send a new round.

Step by step

  1. Go to Roster → Updates.
  2. Review the Contact Freshness card to see how current your data is.
  3. Click + Create Campaign. Enter a Campaign Name (required), an optional Description, and an optional Close Date. Click Create.
  4. Open the campaign from the list to send the personalized verification links and track responses. Each campaign row shows a verified / total count and progress bar.
  5. As members confirm their details, the freshness counts update.

Tips & gotchas

  • Members verify and edit their own details through the link — you don't enter the changes for them.
  • Member-confirmed contact edits are FS-owned data; they won't be overwritten the next time you run a Supreme CSV import (Data Sync never wipes FS-owned email/phone).
  • Campaign statuses are Draft / Open / Closed.
  • A verification counts toward "recent" freshness for 6 months before it starts aging.

Related

Looking for something else? Browse all guides or see the full feature list.