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Activity overview

Latest activity by Seth
  • Seth created an article,

    Merge Duplicate Records in a Campaign

    Users can merge duplicate records within their Action Builder campaign. The merge option appears on the Wall Chart along with the other quick actions, assessments and info.   First select Merge an...

  • Seth created an article,

    Action Builder Update | Version 3.10.0

    Enhancements Marking Phone Numbers, Emails, or Addresses as Bad via Upload Admin users now have the ability to mark phone, email, or addresses as bad via upload. Admins also have the ability to bul...

  • Seth created an article,

    Complex Filters

    Complex Filters lets you create more complicated queries than are possible from the main Wall Chart query feature. You can use this feature to answer questions like, 'How many people work either fo...

  • Seth created an article,

    Action Builder Update | Version 3.11

    Enhancements: Complex Filters Complex Filters allow you to link together groups of query filters using logic such as 'AND' and 'OR'. Now, you will be able to ask more detailed questions about your ...

  • Seth created an article,

    Action Builder Update | Version 3.9.0

    Enhancements: Cut Turfs by Field Response In the Tasks tab, under turf, selecting "Auto-Create Turfs" prompts the system to ask how many targets to include in each turf (minimum of 5). Now you can ...

  • Seth created an article,

    Delete Entity Uploads

    This feature is only available to Admins Admins can delete entities via upload. In order to delete entities you will need the Action Builder/Interact ID for the entity in a CSV file. Please note: ...

  • Seth created an article,

    Force Action Network < > Action Builder Integration to Sync Manually

    Only Admins can make changes to integrations.  In rare instances, records may not update as intended during the sync. A fix for this is on the backlog. Following the steps below will force the sync...

  • Seth created an article,

    Upload Templates

    There are three types of uploads in Action Builder. 1.) Entities 2.) Info and 3.) Connections Below are templates for each type of upload. These sample templates are in Google sheets, so that we ca...

  • Seth created an article,

    What is an Entity?

    Entity(Noun) Anything about which information or data can be stored in a database. Anything with distinct and independent existence. In Action Builder, entities enable you to organize and track t...

  • Seth created an article,

    Action Builder 2021 Update: AB-42

    "AB-42" is our biggest refresh yet! It provides organizers with improved ability to track contact information, customizable fields and responses, notes and assessments about basically anything, and...