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Action Builder
Admin Users

Admin Users

These articles provide step-by-step instructions on initiating a new campaign from the ground up using Action Builder, and offer an overview of the key administrative features within the toolset.

Setting Up Assessments

Assessments Overview
Setting Up Your Assessments
Editing Assessments

Uploading Data to Action Builder

How to Upload to Action Builder
Uploads Overview
Delete Entity Uploads
Archiving Uploads
Using Action Network to Add People to Action Builder
Exporting Data from Action Builder

Administering Info

Creating New Info
Enabling and Disabling Info
Administering Info
Read Only Fields
Archiving Info

Customizing Campaigns

Action Builder ↔ Action Network Integration FAQs
Managing Entity Custom IDs in Action Builder
How to Add Entities to Another Action Builder Campaign
Entity Settings
Quick Actions: Log Conversation
Adding a Custom Badge on an Entity Profile to Spotlight a Response

See all 13 articles

Creating Tasks

Creating Tasks and Assigning to Activists
Using 'Householding' in Tasks: One House Visit for Multi-Member Households
Creating, Editing and Duplicating Tasks
Viewing Tasks
Completing Tasks

Managing Users

[Video] How to Set Up Users
Action Builder User Account Types & Abilities
Create New Users
Promoting to User
Managing Users

Creating Connections

Connections Overview
Creating Entity Types
Creating Connections