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  1. Action Network
  2. Action Builder for Admins

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

  • Assessments Overview
  • Setting Up Your Assessments
  • Editing Assessments

Uploads: Populating Your Database

  • Uploads Overview
  • Upload Templates
  • [VIDEO] How to Upload
  • Entity Uploads
  • Delete Entity Uploads
  • Info Uploads
See all 11 articles

Setting Up Connections

  • Connections Overview
  • Creating Entity Types
  • Creating Connections

Administering Info

  • [Video] How to Create Info
  • Creating New Info
  • Enabling/Disabling Info
  • Managing Info
  • Read Only Fields
  • Archiving 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
See all 7 articles

Preparing Tasks

  • Creating and Editing 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
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