Action Builder for Admins
These articles detail how you can get started setting up a new campaign from scratch as well as the main admin features of the toolset.
Setting Up Assessments
Uploads: Populating Your Database
- Uploads Overview
- Upload Templates for Entities, Info & Connections
- [VIDEO] How to Upload
- Entity Uploads
- Delete Entity Uploads
- Info Uploads
Setting Up Connections
Administering Info
Customizing Campaigns
- Adding a Custom Badge on an Entity Profile to Spotlight a Response
- Complex Filters
- General Customization
- Selecting Your Entities and Connections
- Topline Customization
- Duplicating Campaigns