Action Builder For Organizers and Activists

Navigating Action Builder

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

Wall Chart

• Merge Duplicate Records in a Campaign
• Quick Apply
• Wall Chart
• Manually Add New Records

Map View

• Map View

Chart View

• Chart View
• Chart View Group By Options

Profile Page

• How to Add & Manage Social Media Contact Information on Entity Profiles
• Profile Page
• Flag for Follow Up
• [Video] How to Set Up a Profile Page
• Assessments
• Info

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Entity

• What is an Entity?

Assessments

• What are Assessments?
• Viewing and Adding Assessments

Info

• What is Info?
• Adding and Editing Info

Connections

• What Are Connections?
• Adding A Connection

Notes

• What are Notes?
• Adding Notes

Query Builder

• Filter by state house/senate and federal districts
• Using the WallChart Query Builder to Filter for Names
• Query Builder Overview
• Query Builder Basics
• Query Builder Criteria
• Saved Queries

Tasks

• Creating and Editing Tasks
• Viewing Tasks
• Completing Tasks

Activity Stream

• Activity Stream