People | NationBuilder HOWTOs

Workflow guides

Managing relationships: paths, filters, and logging contacts

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

Written by Kev O'Connor
Updated over a week ago

Logging contact for an organization

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.

Written by Kev O'Connor
Updated over a week ago

Prepping volunteers for a phone bank

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

Written by Kev O'Connor
Updated over a week ago

Campaign: Cut turf and print walk sheets

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.

Written by Kev O'Connor
Updated over a week ago

Reengage your nation

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.

Written by Kev O'Connor
Updated over a week ago

Basics

Understand the elements of a person's profile

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

Written by Kev O'Connor
Updated over a week ago

Create and edit a 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.

Written by Kev O'Connor
Updated over a week ago

Viewing people in your nation

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

Written by Kev O'Connor
Updated over a week ago

Organization profiles

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

Written by Kev O'Connor
Updated over a week ago

How support status is determined

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

Written by Kev O'Connor
Updated over a week ago

Understand default paths

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

Written by Kev O'Connor
Updated over a week ago

View and edit default paths

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

Written by Kev O'Connor
Updated over a week ago

Create a path

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

Written by Kev O'Connor
Updated over a week ago

Manually move people along paths

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

Written by Kev O'Connor
Updated over a week ago

How to use permission sets with paths

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

Written by Kev O'Connor
Updated over a week ago

Batch update a path

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

Written by Kev O'Connor
Updated over a week ago

Using NationBuilder to manage your data

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

Written by Kev O'Connor
Updated over a week ago

Gather profiles

Tracking relationships

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

Written by Kev O'Connor
Updated over a week ago

Tracking relationships between people and organizations

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

Written by Kev O'Connor
Updated over a week ago

Filters vs. Lists vs. Tags

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

Written by Kev O'Connor
Updated over a week ago

Create a tag library

Setting up a library of tags is key to organizing your data effectively.

Written by Kev O'Connor
Updated over a week ago

How to use 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.

Written by Kev O'Connor
Updated over a week ago

Create a list

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

Written by Kev O'Connor
Updated over a week ago

Remove people from your database

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

Written by Kev O'Connor
Updated over a week ago

How to use lists and batch actions

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

Written by Kev O'Connor
Updated over a week ago

How to use householding

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

Written by Kev O'Connor
Updated over a week ago

How recruiters are tracked

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

Written by Kev O'Connor
Updated over a week ago

Create and publish leaderboards

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

Written by Kev O'Connor
Updated over a week ago

Target people

How to target people

Use filters to segment your people database, focus your outreach, and personalize your communications to key groups of supporters

Written by Kev O'Connor
Updated over a week ago

Filter categories

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

Written by Kev O'Connor
Updated over a week ago

How to use relative date ranges in filters

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

Written by Kev O'Connor
Updated over a week ago

Find people and pages with quick search

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

Written by Kev O'Connor
Updated over a week ago

How to use map view and turf cut

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.

Written by Kev O'Connor
Updated over a week ago

How to target households

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

Written by Kev O'Connor
Updated over a week ago

Contact people

Logging contacts

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

Written by Kev O'Connor
Updated over a week ago

Create a survey

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

Written by Kev O'Connor
Updated over a week ago

Priority level

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

Written by Kev O'Connor
Updated over a week ago

How to use scannable sheets

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

Written by Kev O'Connor
Updated over a week ago

Set up a phone bank

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

Written by Kev O'Connor
Updated over a week ago

Print a call or walk sheet

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

Written by Kev O'Connor
Updated over a week ago

How to promote volunteer opportunities

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

Written by Kev O'Connor
Updated over a week ago

Data

How following works

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.

Written by Kev O'Connor
Updated over a week ago

How to edit primary address

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.

Written by Kev O'Connor
Updated over a week ago

Geocoding addresses

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

Written by Kev O'Connor
Updated over a week ago

Find and delete Twitter followers

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

Written by Kev O'Connor
Updated over a week ago

Merge duplicate profiles

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

Written by Kev O'Connor
Updated over a week ago

Remove a profile

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

Written by Kev O'Connor
Updated over a week ago

How to download a person's data from their profile

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

Written by Kev O'Connor
Updated over a week ago

Create and store a digital will

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

Written by Kev O'Connor
Updated over a week ago

How to use recurring Twitter imports

Recurring Twitter imports pull people who follow a Twitter account into your nation.

Written by Kev O'Connor
Updated over a week ago

How auto-districting works

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

Written by Kev O'Connor
Updated over a week ago

Share data with other nations

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

Written by Kev O'Connor
Updated over a week ago

How to accept a shared tag

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

Written by Kev O'Connor
Updated over a week ago

Reviewing changes to shared tags

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

Written by Kev O'Connor
Updated over a week ago

Edit or stop a tag share

Tags shared between nation can be edited or stopped.

Written by Kev O'Connor
Updated over a week ago