Organizer & Activist Users

Navigating Action Builder

• How to Log in to Action Builder
• Getting Started with Action Builder
• Adding Action Builder to Your Phone's Home Screen
• Navigating Action Builder | Using the Search Bar

Wall Chart

• Quick Actions
• Merge Duplicate Records in a Campaign
• Bulk Edit Formerly Known as Quick Apply
• Wall Chart
• Manually Add New Entities

Map View

• Wall Chart: Map View

Chart View

• Using Field Responses for Enhanced Wall Chart Visualization
• Wall Chart: Chart View
• Chart View Group By Options

Entity

• Pronouns for Entities

Profile Page

• [Video] How to Set Up a Profile Page
• Accessing and Navigating the Profile Page in Action Builder
• Updating Entity Assessments
• Info
• Notes
• How to Add & Manage Social Media Contact Information on Entity Profiles

See all 7 articles

Assessments

• What are Assessments?
• Viewing and Adding Assessments

Info

• Info Fields Examples for Organizer Outreach
• What is Info?
• Adding and Editing Info

Connections

• What Are Connections?
• Adding A Connection

Notes

• What are Notes?
• Adding Notes

Query Builder

• Action Builder Query Builder Overview
• Getting Started with Query Builder
• Action Builder Query Builder: Saving, Sharing, and Setting Default Queries
• Query Builder Criteria
• Filter by State House & Senate and Federal Districts

Tasks

• How to Create Events and Complete Event Related Tasks
• VIDEO: Creating Tasks and Assigning to Activists
• Creating and Editing Tasks
• Viewing Tasks
• Completing Tasks

Activity Stream

• Activity Stream for Entity Profiles
• Campaign Activity Stream