General

General Under Campaign Customize Tab

In the Customize menu, the General tab provides you with essential options to personalize your campaign experience in Action Builder.

Here's a quick rundown of what you can do:

Campaign Name:
Easily set and update your campaign's name. Remember to keep it under 25 characters for clarity and conciseness.

Target Number:
Define the expected number of participants for your campaign, even if you don't have individual details yet. This figure remains private and won't be shared with your team.

Support User:
Designate a support user for quick assistance. They'll be prominently listed under "Need Help" for easy access.

Default Country:
Choose the default country for your campaign, which streamlines address entry. Currently, Action Builder supports the US and Canada, with more options coming soon.

Entity Types:
Select the types of entities available for organizing efforts.

Primary Entity Type:
Choose the default entity type for consistent campaign use.

Connection Types:
Decide which connection types your team can access for better networking.

Display Electoral Districts on Entity Profile:
Opt to show electoral districts along with entity addresses.

Display Custom IDs on Entity Profile:
Allow users to view unique IDs applied to entities, enhancing organization and management.

Allow Organizers to Export:
Enable organizers to export entity data for further analysis or communication.

Display Activity Stream as Default Tab on Entity Profile:
Set the Activity Stream tab as the default view on entity profiles for quick updates.

Display Custom IDs on Profile:
Toggle to view entity IDs directly on the profile section, aiding in organization and identification.