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:
Easily set and update your campaign's name. Remember to keep it under 25 characters for clarity and conciseness.
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.
Designate a support user for quick assistance. They'll be prominently listed under "Need Help" for easy access.
Choose the default country for your campaign, which streamlines address entry. Currently, Action Builder supports the US and Canada, with more options coming soon.
Select the types of entities available for organizing efforts.
Primary Entity Type:
Choose the default entity type for consistent campaign use.
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.