Profile Page

This feature is available to all users but Activist accounts cannot promote users

The profile page is where Action Builder stores the visible information about an individual. To navigate to the profile page, click on any individual from the Wall Chart.

Navigating the Profile Page

At the top of the page is a summary of information about individuals. You can see their name, location, and most recent assessment color, as well as any topline information set by your campaign administrator. Next to the name is a flag that you can use to mark the individual for follow up. Additionally, if you have the ability to create users, there is also a Promote button at the bottom of the box to convert an individual into an Action Builder user.

Below the summary, there are icons for email, phone, text and map that can be used to contact the individual. The "Actions" button allows you to add a new Assessment, Info or Relationship to the individual. You can also use the "Edit" and "+ Add" buttons below to enter more information about an individual. 

At the bottom of the screen, you can also see a series of tabs that let you navigate to specific information in a person's profile.  The information in these tabs is covered in the next articles in this section.

Adding Addresses

When adding addresses, you can select the country the address is in.  The selected country will be the only country the autofill address will search.  The default county is set in Campaign Customization.