Seth
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Action Builder Training
Sign-up for our 100 series Action Builder training! 101 - Getting Started with Action Builder New to Action Builder? Then this training is where you start. Join us for a live training where we will...
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Action Builder Update | Version 3.17
New Features Assign flag for followup You'll be able to assign a user to a flag for follow up and by default the follow up will be assigned to you. If you assign the followup to someone else, they ...
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Action Builder Update | Version 3.15
New Features Append vs. Overwrite Append vs. Overwrite for multi-select fields. When you make this change it will be *going forward* until a new response is added. You'll be able to limit what orga...
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Action Builder Update | Version 3.14
New Features Badges that visually spotlight a response On an entity profile, you have the option to display a custom badge based on a response. In this way, you can visually indicate that someone, ...
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Filter by state house/senate and federal districts
Filter by state house/senate and federal districts is a feature that allows the use of the Query Builder to filter and return a list of people based on their state house/senate or federal districts...
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Using the WallChart Query Builder to Filter for Names
Search by name filter on the WallChart You can now use the quick filter on the WallChart to search for people by their name. Using the WallChart Query Builder you can apply the filters of First Na...
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Adding a Custom Badge on an Entity Profile to Spotlight a Response
Badges that visually spotlight a response You can now select an icon to serve as a badge on an entity profile based on a response. This feature is useful in visually indicating that a person has, f...
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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 ...
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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...
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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...