When you start a NationBuilder account, you get 6 default paths already set up in your nation that you can use as-is or customize for your own needs. But if you have more specific needs and the default paths aren’t enough, you can create your paths from scratch.

Become a local coordinator

Become a social media ambassador

Constituent request path

Membership renewal path

Become a fundraiser

Major donor cultivation path

Inbox path

Become a local coordinator

This path can be used to keep track of your pipeline of potential local coordinators. As people sign up to be a coordinator on a signup page, they automatically land on the “Signed up to be a coordinator” step.

  • Potential coordinator
  • Ask sent via email
  • 2nd round of outreach complete
  • Signed up as a coordinator
  • Coordinator trained

Become a social media ambassador

This path can be used to recruit social media ambassadors. As people ill sign up to become social media ambassadors on a signup page, they automatically land on the “Signed up on the website” step.

  • Potential Social media ambassador
  • Contacted
  • 2nd round of outreach complete
  • Signed up as an ambassador
  • Social sharing kit sent via email

Constituent request path

This path can be used to manage incoming requests from constituents, community members, or other folks who may reach out to your office/organization in need of assistance.

  • Request received
  • Case opened
  • Pending internal response
  • Pending constituent response
  • Follow up sent
  • Case closed

Membership renewal path

This path can be used to help you manage upcoming membership renewals and track outstanding dues payments.

  • Membership status is grace period
  • Ask to renew 1
  • Ask to renew 2
  • Ask to renew 3
  • Shared notice of membership expiration
  • Renewed membership

Abandonment reasons: did not renew

Completion reasons: renewed at same level; renewed at higher level; renewed at lower level

Become a fundraiser

This path can be used to recruit people who will fundraise on behalf of your organization. As people sign up to be a fundraiser on a signup page, they automatically land on the “Signed up as a fundraiser” step.

  • Potential fundraiser
  • Asked to become a fundraiser
  • 2nd round of outreach complete
  • Signed up as a fundraiser
  • Fundraising kit sent via email
  • Started fundraiser
  • Fundraiser complete

Major donor cultivation path

This path can be used to track the cultivation and solicitation of major donors to your organization.

  • Identified as potential donor
  • Research background
  • Determine ask amount
  • Ask 1
  • Ask 2
  • Ask 3
  • Confirm - donated
  • Send thank you

Abandonment reasons: did not donate

Completion reasons: gave exact amount asked; gave less than amount asked; gave more than amount asked

Inbox path

If you're using NationBuilder as your email provider, you can create a path to keep track of your incoming email. More information on how to set it up here.

  • On hold - waiting for reply
  • Investigating
  • Needs response
  • Email received
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