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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Updated over a week ago

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.

Written by Kev O'Connor
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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.

Written by Kev O'Connor
Updated over a week ago

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!

Written by Kev O'Connor
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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.

Written by Kev O'Connor
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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.

Written by Kev O'Connor
Updated over a week ago

Step 3: Add people and build relationships

Import people

Start your nation with a solid foundation.

Written by Kev O'Connor
Updated over a week ago

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.

Written by Kev O'Connor
Updated over a week ago

Record your interactions

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

Written by Kev O'Connor
Updated over a week ago

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 best practices and guidance on how to get your NB website up and running to support your campaign.

Written by Kev O'Connor
Updated over a week ago

Guide: Nonprofit

This document is designed to provide best practices and guidance on how to get your NB website up and running to support your mission.

Written by Kev O'Connor
Updated over a week ago