Campaign Activity Stream

This feature is available to all users

The Activity Stream is a view that provides a breakdown of all activities and updates made in the campaign. It is particularly useful for doing debriefs by being able to filter to what activities were completed by a user in a given time period. (Ex: How much work was accomplished by Organizer Rosa in Action Builder this week?) It is also an easy way to get counts of particular activities. (Ex: How many assessments were updated in the month of June?)

While this feature is available to all users, Activists are only able to see their own activities on the Activity Stream.

Accessing the Activity Stream

To access the Activity Stream, click on the tab right next to the "Wall Chart" button at the top.

To access it on a mobile device, click on the three dots in the top right corner, and then click "Activity Stream".

Once you access the tab, you will see a running list of all the activities and updates that have taken place in that campaign.

The activities and updates that are logged in the Activity Stream are:

• Assessments
  • Including showing what the previous assessment level was
• Notes
• Responses
• Email/Address/Phone
  • Including changes to the status (e.g. bad, confirmed) and type (mobile, home, work)
• New record created
• New record added to campaign
• Entity promoted to a user
• Flag for Follow Up

Using the Filters on the Query Builder

You can filter the Activity Stream by the date(s) of the activity, the user who did the activity, and the activity itself. The activities you can filter by are:

• User
  • User Role: Admin, Lead, Organizer, Activist
• Types
  • Assessments changed
  • Connections added
  • Users added
  • Follow Ups added
  • Follow Ups completed
  • Canvass attempts
  • Canvass successes
  • Entities added
  • Entities removed
  • Notes added
  • Quick Apply
  • Uploads created
  • Exports created
• User Role
  • Activist
  • Organizer
  • Lead
  • Admin
• Entity Type
• Events
• Info
  • Any Responses
  • Specific Responses
• Connection Info
  • Any Responses
  • Specific Responses
• Address
  • Any Update
  • Marked As Confirmed
  • Marked As Bad
  • Marked As Do Not Contact
• Email
  • Any Update
  • Marked as Confirmed
  • Marked as Bad
  • Marked as Do Not Contact
  • Subscribed (to Action Network Email)
• Phone
  • Any Update
  • Marked as Confirmed
  • Marked as Bad
  • Marked as Do Not Contact
  • Subscribed (to Action Network Mobile)
• Social
  • Any Update
  • Marked as Confirmed
  • Marked as Bad
• Note Text

The filter either appears on the right side of the page if you are accessing Action Builder on a computer or a large tablet, or on the bottom if you are accessing it on a phone or smaller table.