How do I add people to a list on Nationbuilder?
You can mass add people to a list when using filters by selecting your search criteria, clicking Filter, and then selecting the Actions button and then, Add all to list. Alternatively, you can mass remove people in the same manner.
How do I save a filter in Nationbuilder?
Once you click the Filter button, you’ll have the option to save the filter. Click Save Filter As to find the people who currently match your criteria at a later point in time. You can also export the people found by clicking on the Actions menu and selecting Export.
How do I take a screenshot in Nationbuilder?
How to take a snapshot
- An administrator can create and download a snapshot of your PostgreSQL 9 database from Settings > Database > Snapshots.
- Use the “Comment” text box to leave a note about the snapshot.
- If you want to delete a snapshot, click arrow to the far right side of the specific file and select delete.
How do I create a filter in Nationbuilder?
Create a filter Go to the People section and click on the filter button to create a new filter to find a specific group of people in your database. For example, explore how to find people based on whether they have a specific tag, are emailable, based on their location, etc.
How do I export from Nationbuilder?
To export all donations, invoices, and expenditures from the nation, go to Finances > More > Exports. Select the Export all financial transactions button to begin the export.
What is NationBuilder live and how does it work?
NationBuilder Live is a virtual training session designed to give current users a quick walkthrough of NationBuilder’s features, answer their questions, and accelerate their success using the platform. Learn more.
What’s new at NationBuilder this March?
NationBuilder is trying out a new approach this March, prioritizing chat support. Learn more here. NationBuilder Live is a virtual training session designed to give current users a quick walkthrough of NationBuilder’s features, answer their questions, and accelerate their success using the platform.
How do I remove people from my nation?
You can remove people from your nation by adding the people to a list and then removing all of the people on the list from your database. When you delete people from your nation, you will lose: