Tips, tricks, and best practices

Tips and tricks for any user level.

Alex Simoes-McArtor avatar Flore avatar Jay Godfrey avatar
17 articles in this collection
Written by Alex Simoes-McArtor, Flore, and Jay Godfrey
Tips and tricks

Text message strategies - Building conversation trees

Conversation trees in NationBuilder allow having fully automatic conversations with your community via text.
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Written by Flore
Updated over a week ago

Hosting a digital event

Can't meet in person? We have tips to help you set up a successful virtual event on NationBuilder.
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Written by Jay Godfrey
Updated over a week ago

Improve your website accessibility

Here are some tips you can use to make your website more accessible.
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Written by Jay Godfrey
Updated over a week ago

Add a Facebook post/email forward option to the social share message

Add a Facebook/Email share option on the default social share prompt supporters see after taking action on your site.
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Written by Jay Godfrey
Updated over a week ago

Create a .pdf repository of email blasts

Create a place on your website to store .pdfs of past newsletters for download.
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Written by Jay Godfrey
Updated over a week ago

Create a newsletter style email without using code

If you're not comfortable with code, here's a work around to create a newsletter style email!
Jay Godfrey avatar
Written by Jay Godfrey
Updated over a week ago

Make a newsletter in NationBuilder out of a Google template

This will help give you a basis for a newsletter similar to a Google template in NationBuilder.
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Written by Jay Godfrey
Updated over a week ago

Use recruiter ID links to advance your fundraising goals

Peer to peer (P2P) fundraising is one of the most powerful ways to engage a community in helping to achieve your organization’s goal.
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Written by Jay Godfrey
Updated over a week ago

Social media influencers

Social media has become a powerful tool to boost the success of organizations, teams, and campaigns.
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Written by Jay Godfrey
Updated over a week ago

Use social capital points to find and reach out to your most engaged supporters

Social Capital allows you to track, rank, and follow your supporters' engagement through an automated point system.
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Written by Jay Godfrey
Updated over a week ago

Assign people or due dates to your paths to create clarity amongst your team

Using paths will allow you to track the engagement between your control panel users and your supporters over time.
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Written by Jay Godfrey
Updated over a week ago

Use path values to analyze your fundraising pipeline in path view

To help teams and volunteers stay on target, turn on path values in path settings to add a monetary value field to a given path.
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Written by Jay Godfrey
Updated over a week ago

Clean up your tag library to keep your database organized

A tag is only useful if you and your staff remember it and use it periodically on multiple profiles.
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Written by Jay Godfrey
Updated over a week ago

Gauge how effective your events are with tracking codes

Events and tracking codes may not seem to be connected when looked at from afar, but up close you’ll realize how linked the two truly are.
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Written by Jay Godfrey
Updated over a week ago