Intro to NationBuilder | NationBuilder HOWTOs

Step 1: Log in and set up

Log in to your nation and navigate your control panel

Welcome to NationBuilder! Let's get you oriented with your nation.

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Confirm nation contact information

Its imperative that contact information is correct and up-to-date because it will be used in financial receipts, email blasts, and more.

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Nation settings vs. site settings

Admins have access to setup features for your nation overall, as well as controls specifically for your website.

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Distribute leadership with permission settings

Adding control panel users allows you to distribute leadership and responsibilities to other members of your organization.

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Step 2: Customize your website

Make your website your own

You know your purpose, now its time to design your site and tell the world.

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Build your first page

NationBuilder offers a large selection of page types that offer you rich features for developing your community!

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Curate your action settings

Every action page has settings that can be automated when a visitor takes action on your site. These can help make your team more efficient.

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Add a payment processor

Connecting your organization’s bank account with a payment processor allows you to accept donations or process invoices via your website.

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Step 3: Add people and build relationships

Import people

Start your nation with a solid foundation.

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Create, edit and view profiles

A person's profile serves as the central hub for all of their information. As they engage with your nation, it updates in real time.

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Record your interactions

Logging contacts lets you record your communications with supporters. This will help you track the relationship over time.

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Use filters to target your audience

Learn how to filter your people database to find a specific group of people. This allows you to get the right message to the right people.

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Step 4: Engage your community

Set up your broadcaster

Broadcasters are the voice of your nation. You can connect your email, phone # and socials to store all communications in one place.

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Email your supporters

Email is a powerful tool to reach your supporters and get them to take action.

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Share your site

Every page on your website has social media settings which allow you to prompt supporters to share a page on Twitter and Facebook.

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Step 5: Track your progress

Create paths

A path is step-by-step workflow to complete a chain of actions. Paths help to define reasons for engaging supporters.

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Set goals

An organization's mission should be broken down into measurable goals. These goals can be tracked within a nation.

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Track your engagement

Remember to check your stats and learn from the messages that were most successful with your audience.

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View finance information

You can track donations, expenditures, and invoices within your nation. You can also target donors/customers based on transaction history.

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Quick start guides

Guide: Build your campaign

This document is designed to provide you with best practices and guidance on how to get your NationBuilder website/campaign up and running

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Guide: Non-profit

This document is designed to provide you with best practices and guidance on how to get your NationBuilder website up and running!

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