Run Donor Database CRM Data Hygiene Audit — Free

Audit Scope and Record Set

Audit population and date range documented

Source report or CRM export attached

Note (optional)

Records reviewed match the intended quarterly scope critical (required)

Yes No N/A

Record count captured for the audit sample or full population

CRM segment or list criteria verified

Yes No N/A

Duplicate Record Review

Potential duplicate records identified and reviewed critical (required)

Yes No N/A

Duplicate merge rules or matching criteria applied consistently critical (required)

Yes No N/A

Number of duplicate pairs or clusters found

Duplicate records merged or dispositioned

Yes No N/A

Household and constituent relationships preserved after cleanup

Yes No N/A

Address Completeness and Mailability

Primary mailing address present for active donor records critical (required)

Yes No N/A

Street, city, state/province, postal code, and country fields complete where required critical (required)

Yes No N/A

Mail-undeliverable or returned-mail flags reviewed critical (required)

Yes No N/A

Invalid, obsolete, or incomplete addresses queued for correction

Yes No N/A

Address validation or standardization process used

Yes No N/A

Salutation and Name Integrity

Primary salutation matches donor record and communication preference critical (required)

Yes No N/A

Incorrect, blank, or placeholder salutations identified critical (required)

Yes No N/A

Preferred name, first name, and last name fields are populated appropriately

Yes No N/A

Honorifics and suffixes formatted consistently

Yes No N/A

Salutation exceptions documented for manual review

Yes No N/A

Cleanup Actions and Follow-Up

Corrections completed or assigned to an owner

Yes No N/A

Outstanding deficiencies logged with due dates

Yes No N/A

Repeat issues or root causes identified

Yes No N/A

Next quarterly review scheduled

Note (optional)

Get your results

Enter your email — we'll send you a PDF of your filled-out template, plus the occasional MangoScoop newsletter (templates, workflow tips, product updates). Unsubscribe anytime — link is in every email.

Email (required)

Your name (optional)

Run: Donor Database CRM Data Hygiene Audit

Audit Scope and Record Set

Duplicate Record Review

Address Completeness and Mailability

Salutation and Name Integrity

Cleanup Actions and Follow-Up

Get your results