I just saw an example of a person signing a petition then tweeting about it presumably based on being prompted by NationBuilder. However, NationBuilder created a new record for her twitter presence rather than add that to her existing record.
(a) presumably the twitter handle should be added to the existing record
(b) her tweet included a link with a recruiter code. I merged her two records and the recruiter ID is not her existing record ID. Presumably it would be better to forward the new ID credit to the existing ID record (maybe you do that?)
When setting up an event in NationBuilder we are given the opportunity to tag RSVPs. But when those RSVPs come in via Facebook the tag is not added. In an ideal world it would be. In an even more ideal world we would have the option to have these people tagged either (a) with just the NB side tag, (b) with both the NB side tag and a tag (or tags) specific to the FB RSVP import, and (c) only a FB RSVP import tag.
But in an ideal world I wouldn't be an insomniac.
It seems to me that recently in addition to syncing event RSVPs entered on Facebook to NationBuilder there is now an option for a user to sync their NationBuilder RSVP out to Facebook. This is good in that it will encourage better info on people in NationBuilder but it is bad if the user is (a) not signed in to Facebook, and (b) has not previously linked their Facebook profile with NationBuilder. In this circumstance the user clicks "confirm attendance" on the NationBuilder event page, if the pre-ticked checkbox "Also RSVP on Facebook" is left as is, the will be requested 3 times for additional actions.
First they will be asked to sign in to Facebook (quite common on a shared computer); second they will be asked for a first level of permission that Facebook share info with NationBuilder; third the will be asked for a second level of permission that Facebook share info with NationBuilder.
This is hardly "friction free."
Although it might be impossible to avoid these 3 steps, it could be possible to prepare the user for them by including a note indicating that the steps are coming. Can you detect if they are logged in to facebook and/or have given facebook permissions before and thus tailor the warning?
Another possibility might be to have the checkbox unticked by default. The problem would be encountered less often and ticking the box could bring up the warning if needed. Downside would be less frequent linking of accounts.
From a control panel perspective, the person who creates the event might also be given the power to (a) set whether the defalut was ticked to sync or unticked, and/or (b) enable one way sync from Facebook to NationBuilder with optional two way syncing.
Thus endeth the suggestion
NationBuilder is a great tool but one has to admit that it is not as mature or feature rich when it comes to bulk emailing as something like MailChimp.
I suggest NationBuilder offer a paid option which synchs with a MailChimp account (MailChimp has the API hooks). That would offer NationBuilder customers the full power of a mature bulk email tool without eating into NationBuilder’s business model.