NationBuilder

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.

Create, edit and view profiles

Find people with a specific email service provider in the People section

This HOWTO explains the different ways to remove existing data from multiple records in NationBuilder. The correct approach depends on the type of field you're trying to clear and how…

Clearing fields in bulk

Learn how to track relationships with people and organizations, as well as target outreach.

People

Communities are created through relationships, which is why we made it possible for you to track & manage relationships within your nation.

Managing relationships: paths, filters, and logging contacts

Its helpful to have a record not only of individual contacts, but a history of every time you have contacted a person at an organization.

Logging contact for an organization

Setting up a phone bank run by volunteers and staffers can be a vital tool for getting your community to take action.

Prepping volunteers for a phone bank

NationBuilder's turf cutter tool allows you to quickly save people from a map area to a list. These lists can be used to print walk sheets.

Campaign: Cut turf and print walk sheets

It’s important to keep in touch with people in your nation, while understanding who they are and the best way to communicate with them.

Reengage your nation

Create Groups of Control Panel Users to distribute responsibilities and assign people, websites and broadcasters

How to use Groups

Workflow guides

A person's profile serves as the central hub for all of their information and their relationship with your nation.  

Understand the elements of a person's profile

A profile serves as the central hub for information on a person. As a person engages with your nation, their profile updates in real time.

Create and edit a profile

You can view people in your nation in a variety of ways within the People section.

Viewing people in your nation

​In addition to individual profiles, your database can include profiles for organizations (i.e. corporations, unions, non-profits, etc.)

Organization profiles

Every profile in your database has a support status: supporter, non-supporter, or prospect, which can be edited as people interact with you.

How support status is determined

When a feature is enabled within a nation, a corresponding path and goal are automatically created. These are the descriptions for each.

Understand default paths

When a feature is enabled within a nation, a corresponding path and goal are automatically created. These paths can be edited.

View and edit default paths

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

Create a path

A path is a step-by-step workflow in which a person completes (moves along) various steps toward completing a larger goal.

Manually move people along paths

Permission sets allow you to assign tasks to specific control panel users without giving them access to other sensitive areas of data.

How to use permission sets with paths

Paths can be updated, abandoned, or completed using batch update. This means that the same action will be taken for everyone on a list.

Batch update a path

Data is handled securely for each customer in their own private database.

Using NationBuilder to manage your data

How records are added to the People database

Basics

Learn the key features designed to track relationships, grow your supporter base and achieve your mission!

Tracking relationships

Communities are created through relationships, which is why we made it possible for you to track relationships within your nation.

Tracking relationships between people and organizations

There are many ways in which you can organize all of the people in your database using filters, lists, and tags.

Filters vs. Lists vs. Tags

Tags are virtual sticky notes added to profiles to describe a characteristic that can help you target people with what they care about most.

How to use tags

Lists are a static way of organizing people in your database.

Create a list

Infrequently you may need to delete a large batch of people from your database. You can do this using a list.

Remove people from your database

Once you've added people to a list, use it to batch update them (e.g. add a tag to everyone), create/print walk sheets, and more

How to use lists and batch actions

Householding is the process of grouping people who live in the same house or apartment.

How to use householding

Every profile/donation in your nation can include a recruiter. These actions can be rewarded with social capital & tracked in Leaderboards.

How recruiters are tracked

A leaderboard is a public ranking of the supporters who have taken actions towards achieving your nation’s goals.

Create and publish leaderboards

Tags can be automatically added or removed from profiles based on criteria you define by using saved filters with auto-tagging.

How to create a saved filter that auto-tags

Gather profiles

Browse our list of filter criteria to find the best way to target your people.

People filters listed by category

When you click on Add criteria when creating a filter, you are provided with a dropdown list of categories to find specific people.

Filter categories

You can search your people database using relative date ranges to see when certain actions were taken.

How to use relative date ranges in filters

The search bar at the top of your control panel allows you to quickly find people, organizations, and pages in your nation.

Find people and pages with quick search

Map view helps with planning in-person activities. Using the turf cutter in map view, you can quickly save people from a map to a list.

How to use map view and turf cut

With householding, you can filter for doors to knock based on the traits of multiple residents (e.g. 1 active voter + 1 inactive voter)

How to target households

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.

Use filters to target your audience

Target people

By logging all contact in your nation, transparency is enhanced & a historical record is built. This is a key factor in building community!

Logging contacts

Surveys are a great way to gather information from prospects and supporters.

Create a survey

Priority level is a way to rank the relative importance of individuals within your people database.

Priority level

Scannable sheets minimize the time needed to enter data collected during a phone bank or door knock. The sheet can be scanned and imported.

How to use scannable sheets

Set up a phone bank

You can print call/walk sheets for volunteers to record interactions and enter the results later.

Print a call or walk sheet

This will guide you through how to promote and set up volunteer opportunities on an event calendar for easy access. 

How to promote volunteer opportunities

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

Record your interactions

Contact people

The follow feature allows you to listen to your nation to be aware, in real time, of what is happening with pressing issues or people.

How following works

A person's primary address is the person's primary location. It is used to place the person on a map as well as define households.

How to edit primary address

Geocoding is the process of connecting an address in your database to a location on a map.

Geocoding addresses

People who interact with a broadcaster's Twitter account are automatically imported into your nation, this functionality is editable.

Find and delete Twitter/X followers

Learn how to reset auto-districting in your nation after changes have been made to local boundaries

Reset auto-districting after boundary changes

Sometimes duplicate profiles are created for the same person or organization. You can merge these in a couple of different ways.

Merge duplicate profiles

There are several ways to deal with problematic people in your database.

Remove a profile

NationBuilder provides the ability for a control panel user to download all of the personal data for a given person.

How to download a person's data from their profile

A digital will is a statement about whom will take ownership of a person’s information should they be involved in a catastrophic event.

Create and store a digital will

When you have enabled voter features, you have the option of auto-districting each person's voting districts.

How auto-districting works

Data

Sharing data with other nations can be a messy process. Tag sharing eliminates the hassle of exporting and importing data between nations.

Share data with other nations

Tag sharing eliminates the hassle of exporting and importing data between nations. You need to be aware that a tag share is coming.

How to accept a shared tag

You may want to view any changes the sharing nation has made to a tag as it will affect data in your nation.

Reviewing changes to shared tags

Tags shared between nation can be edited or stopped.

Edit or stop a tag share

Share people with other nations

Demos & webinars

Courses

Website themes

API documentation

Find answers and get help from Intercom Support and Community Experts

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