People

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

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56 articles in this collection
Written by Kev O'Connor
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.  
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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.
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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.
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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.)
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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.
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Written by Kev O'Connor
Updated this week

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.
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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.
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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.
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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.
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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.
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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.
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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.
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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!
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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.
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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.
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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.
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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.
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Written by Kev O'Connor
Updated over a week ago

Create a list

Lists are a static way of organizing people in your database.
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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.
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Written by Kev O'Connor
Updated this week

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
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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.
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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.
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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.
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Written by Kev O'Connor
Updated over a week ago
Data

NationBuilder match

When a person is added to your nation along with an email address, NationBuilder Match will add social media information to their profile.
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Written by Kev O'Connor
Updated over a week ago

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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Kev O'Connor
Updated over a week ago