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
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