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People
Learn how to track relationships with people and organizations, as well as target outreach.
57 articles in this collection
Written by
Sally Chou,
Jay Godfrey,
and
Lison Laissus
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
Updated over a week ago
Groups
Create Groups of Control panel users to distribute supporter assignment and website responsibilities
Written by
Sally Chou
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
Updated over a week ago
Create a tag library
Setting up a library of tags is key to organizing your data effectively.
Written by
Jay Godfrey
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
Jay Godfrey
Updated over a week ago
Create a list
Lists are a static way of organizing people in your database.
Written by
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
Updated over a week ago
Target people
People filters listed by category
Browse our list of filter criteria to find the best way to target your people.
Written by
Lison Laissus
Updated over a week ago
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
Updated over a week ago
Create a survey
Surveys are a great way to gather information from prospects and supporters.
Written by
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
Updated over a week ago
Remove a profile
There are several ways to deal with problematic people in your database.
Written by
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
Updated over a week ago
Share people with other nations
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
Jay Godfrey
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
Jay Godfrey
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
Jay Godfrey
Updated over a week ago
Edit or stop a tag share
Tags shared between nation can be edited or stopped.
Written by
Jay Godfrey
Updated over a week ago