Jessi Wilcox

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

Note: Only Admins have access to this feature. The "Info" feature in Action Builder is a global feature, meaning that once custom fields are created, they can be enabled or disabled for different c...

This feature is available to all users. From the Tasks page, you can quickly and easily see what to-dos have been assigned to you and complete them. To get to the Tasks page, you need to click on 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 ac...

*Only Admin Users can upload* Whether you're a beginner or experienced, this guide will walk you through the upload process step by step. Before we dive into the steps, let's look at the main featu...

Action Builder User Types Before creating your users, it is important to know the difference between the account levels so that you can give appropriate access based on the role the individual will...

Who Can Create a New User There are two easy ways to create a new user in Action Builder: A) Creating a brand new profile, or B) Promoting an existing person. Users with account types of Lead or Ad...

Using Complex Filters in Action Builder Complex Filters allow you to create more sophisticated queries than possible with the default filters available on the Wall Chart query builder. This tool is...

This feature is available to admins, leads, and organizers. Tasks make it easy to assign, track, and manage the to-dos that will be crucial for any organizing campaign: talking to people at their h...

*Activist Account Limitations: All Users Can Access the Feature, but Activists Cannot Promote Users The profile page in Action Builder is your central hub for managing and viewing detailed informat...