One of the great things about saved lists in NationBuilder is that they enable you to perform batch actions on the people in your database. Batch actions allow you to update — or delete — multiple records simultaneously.
Be careful when batch updating a list, as batching a setting on a person's profile will override previous information. There is no "undo" option for batch actions.
There are four different categories of updates that can be performed as a batch action.
NationBuilder's "batch update" functionality allows you to update the core data about the people in your nation en masse. The table below outline which fields on an individual's NationBuilder profile can be edited via batch update.
|Field Name||Yes/No||Multiple Choice||User Defined|
|Allow search engines to index public profile||✔|
|Don't publish profile on website||✔|
|Don't publish survey question answers on website||✔|
|Include in leaderboards||✔|
|Inferred Support Level||✔|
|Is mobile number bad?||✔|
|Membership Expires On||✔|
|Membership Started On||✔|
|Receive Text Messages||✔|
Add or remove an existing tag from your listed people via a drop-down menu.
To add a followup, select the contact type from the drop-down menu. Then select the due date for the followup. To close a followup, select the close button then select the contact type to close from the drop down menu. All open followups for that contact type will be closed for people on your list.
In the Log contacts section you can log a contact on the profiles of all of the people on the list. You can add a note to each person’s profile this way. You can indicate the type of contact initiated (from a list of your current contact types), method of contact, and the contact status. You can also indicate which broadcaster contacted the people and indicate support level.
Note that since this is a batch update, you will be logging the exact same contact details for everyone on the list.
Click the “Log contact on all XX people” button to log the contact. If you would prefer to log separate contacts for each person on the list, you can do so in by selecting your list (the "XX People" menu) and then going to Data entry view.
Using batch actions, it is possible to delete many people from your database en masse. Batch deleting people is very serious business. It is possible — with just a few clicks — to irrevocably delete months worth of data from your nation.
To be abundantly clear: there is no way to undo a batch delete.
Prior to batch deleting the people in a list, you will be presented with a very clear confirmation screen (pictured below).
If you choose to confirm the batch deletion, NationBuilder will permanently, irrevocably delete all of the people contained on the list from your nation, along with all related metadata (ex: logged contacts, activity logs, etc.).
Related how to guides
- If a person has made any donations to your nation, you cannot delete his profile until you delete all donations associated with the person. You can sort donations from Finances > Donations
- Consider making a snapshot backup of your database from Settings > Snapshots before you begin batch deleting, so your nation can be restored if necessary.