Jessi Wilcox

In This Update: New and Improved Uploader Tasks - Identify members of the same household Tasks – Auto-create turf based on a connection Tasks – Exclude assigned in query for turf Tasks – Quick del...

Big Updates 🪪 New Feature: You can now add social media profiles to the Profile Page There is a new section on an entity’s profile page called ‘Social’ where you can add social media profiles for t...

This feature is available to all users The Wall Chart is the default view for users, and it is where most users will spend the majority of their time. Action Builder has made it easy for you to acc...

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 ...

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...

Sign-up for our 100 series Action Builder training! Live trainings are held Thursdays at 3 pm ET. 101 - Getting Started with Action Builder New to Action Builder? Then this training is where you st...

This feature is only available to Admins Often times, a field or response is created by accident or is no longer relevant for your organization.  When that happens, you can archive the field or res...

Only Admins can enable or disable integrations.  If you use Catalist, Action Builder offers you the option to turn on a sync with the Catalist voter file. When enabled: Each person you add will be...

This feature is only available to Admins If your campaign has come to an end and you no longer need your campaign, you can archive it from the Campaign Admin menu.  In the top right, click on the m...

Ever wanted to create a field, upload data into it and *not* have it edited or changed by other users? This is where 'Read Only' fields come in! Some organizations use it for membership data, or ke...