Settings | NationBuilder HOWTOs

Settings

Global management of your nations is handled in the Settings section. Connect payment processors, configure a custom domain, create memberships, and customize user permission sets.

35 articles in this collection
Written by Kev O'Connor

Your account

Log in to your control panel

The first skill necessary to become a NationBuilder superstar is to log in to your control panel.

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Updated over a week ago

Understanding goals

An organization's mission should be broken down into measurable goals. These goals can be tracked within a nation.

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Manage control panel users

A control panel user is a person with permission to access the people database, create webpages, send mass communication, etc.

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Create, edit or delete a permission set

Permission sets are used to grant customized access to the information your control panel users can access.

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Notification emails

Notification emails are sent automatically when someone takes action.

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Information about your account

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Pause or shut down your nation

There are two methods for canceling your account from your control panel. You can either pause or shut down your nation.

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Request tax exemption

NB collects sales tax for customers in certain states. If you are an exempt entity, you can generate and file an exemption certificate.

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Set up your nation

The control panel

Your NationBuilder control panel is where you manage your nation.

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Updated over a week ago

How to use the unsubscribe page

Every time you send an email blast from your nation, it includes a link that allows the recipient to unsubscribe from email communication.

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Using browser shortcuts

We use a lot of cool browser shortcuts to save us time and keystrokes. Below are a few of our favorites.

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Set up your election

Robust campaign tools are built into your nation. To take full advantage of these features, you'll want to first set up your election.

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Change the name of your nation

Learn how to change the name of your nation and understand the limitations associated with changing your slug.

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Set up memberships

Membership is a way to organize supporters and provide additional benefits based on actions they’ve taken or money donated.

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Glossary

Familiarize yourself with a variety of NationBuilder terms.

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Customize your nation

How activity streams work

You'll find activity streams throughout NationBuilder. These are real-time logs of all activities happening in your nation.

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Understanding virtual currency

Virtual currency (aka social capital) can be used to measure the effort a supporter devotes to achieving your goals.

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Currency in profiles and filters

Social capital allows you to create a gamified economy around the activities required to accomplish your goals.

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How to backup your nation

You can backup your nation by taking a snapshot of your entire database.

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How to open your NationBuilder snapshot on a Mac

This HOWTO will teach you how to open a NationBuilder snapshot on your Mac, so that you can work with your data outside of NationBuilder.

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Model privacy policy

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Create custom people fields

Custom fields support the collection of key data points not available in standard NationBuilder fields.

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Create custom donation fields

Custom donation fields support the collection of key data points not available in standard NationBuilder fields.

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Updated over a week ago

Integrate single sign-on (SSO)

Integrating Single sign-on (SSO) in NB allows you to give team members one account to sign into all of the systems your organization uses.

Written by Kev O'Connor
Updated over a week ago

Configure your SAML Identity Provider to integrate with NationBuilder

To use SAML-based SSO with a nation, the connection needs to be set up. This HOWTO provides step-by-step instructions on the integration.

Written by Kev O'Connor
Updated over a week ago

Precincts

A precinct is a geographical unit of a city or town. You must enable voter features in order to view precincts.

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How to run a re-permissioning campaign

Using AP tools, you have the ability to apply consents and use NationBuilder to manage how you build relationships with your supporters.

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Advanced privacy tools

NationBuilder has advanced privacy tools so you can ensure you've gained the consent you need to build relationships with your supporters.

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Set up consent subjects

Consents are what specific kinds of data processing and communication you'd like your supporters to opt into.

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Create a consent form

Once you've decided what information you want to collect from people, you need to create a form to collect that information.

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Change consent answers to a different language

You have the ability to bypass English defaults to allow users to click yes/no answer options in your language.

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Set up an analytics consent banner for your website

This will guide you through the process of setting up an analytics/cookie consent banner if you're using analytics tools on your site.

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Use advanced privacy to effectively target supporters

This provides a comprehensive workflow on how to use advanced privacy to better target your supporters.

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Documentation in other languages

Conceptos claves en español

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Concepts clefs en français

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