Action Builder for Admins

Troubleshooting

• Force Action Network < > Action Builder Integration to Sync Manually

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

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Setting Up Connections

• Connections Overview
• Creating Entity Types
• Creating Connections

Administering Info

• [Video] How to Create Info
• Creating New Info
• Enabling/Disabling Info
• Manage Info
• Read Only Fields
• Archiving Info

Customizing Campaigns

• Action Builder <> Action Network Integration
• General Customization
• Selecting Your Entities and Connections
• Topline Customization
• Action Builder Catalist Integration
• Duplicating Campaigns

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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