NationBuilder FAQs

NationBuilder leadership software includes a lot of functionality. This section includes short explanations for how to put those features to work. Our documentation includes step-by-step instructions to core features.

If you have a question about how to accomplish something, submit a question. You will automatically receive email notifications when your question receives an answer or comment.

Please check your e-mail for a link to activate your account.

How do I delete an invoice?

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In order to delete an invoice, you first need to open up the profile of the individual associated with the invoice in question. To delete an invoice, go to People -> Search for the person's profile -> Finances tab on their profile -> Revenue.  This should show you a list of any invoices attributed to this person.  You can delete an invoice by clicking on the delete button (the trashcan icon) listed to the right of the invoice details. You can learn more about invoices here: http://nationbuilder.com/how_to_use_invoices

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Do donation imports from ActBlue include recurring donations?

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Yes, although it will not show up as a recurring donation in NationBuilder. Rather, each donation as it is processed by ActBlue will be imported as an individual donation.

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Does NationBuilder add voting district information for France?

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Yes, when auto-districting is enabled, voting districts will be added to profiles in France. A person's profile will display political districts based on his primary address. That address is used to automatically assign people to voting districts.

These steps need to be completed for voting district to appear automatically in France:

1. Make sure your nation location is in France. This can be set at Settings > Contact (Paramètres > Contact). This ensures that the French localization of voting district terms are displayed. Click the "Save contact info" button ("Enregistrer les coordonnées") at the bottom of the page to save changes. 

2. Go to Settings > Defaults > Basics. (Paramètres > Par défaut > L'essentiel) Check the box next to "Enable voters" ("Électeur") You can also change the language used in the control panel to French (FR) from the Control panel language drop-down menu. Then click the "Save settings" button ("Enregistrer les paramètres").

3. Go to Settings > Political > Settings. (Paramètres > Politique > Paramètres ) Make sure the box is checked next to "Automatically update Regional & Circonscription sénatoriale when an address changes." ("Mettre Régional Circonscription sénatoriale à jour automatiquement quand une adresse change.") This enables auto-districting. Then click the "Save settings" button ("Enregistrer les paramètres").

The below screenshots include French localization of voting districts with English as the control panel language.

Every person who NationBuilder can plot on a map will get their districts assigned like this:

voting_districts_2.png 

And you can then filter them like this:

Voting_data_search.png

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How do I display ticket level and quantity in event ticket receipt email?

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Many customers have asked us how to display the ticket level and/or ticket quantity in an autoresponse email when an event attendee purchases a ticket via an event page on NationBuilder.  The technical limitations of event pages + donation pages + our liquid variables mean that it is not possible to do this if you are directing ticket buyers to a donation page to complete their purchase, but it is possible if you direct them to an invoice page to complete their purchase.

If you create an invoice page (via Website > "+ New Page"), that page will then show up in the dropdown menu in the donation settings on your donate page where it asks you where to send ticket buyers to complete their purchase.  When choosing an invoice page for this setting, ticket buyers will choose their ticket levels and quantities on the event page like normal, and when they click "Continue", an invoice will be generated for them, they will be sent to the invoice page where they can see that invoice (and enter their credit card details to complete the transaction), and an email autoresponse, called "Invoice", will be sent to them.

Once they complete the invoice by entering their payment information, one of two other email autoresponses will be sent to them -- either a payment success email or a payment failure email. 

If you edit those email autoresponses, you can make them look exactly like a donation page autoresponse. In fact, I've gone into the donation page autoresponse, clicked "HTML Source" and copied the HTML content directly over the the "HTML Source" editor of the invoice autoresponse.  From there, you can make adjustments to the autoresponse so that it includes the following liquid:

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How do I manage addresses that contain a 1/2 in NationBuilder?

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NationBuilder geocodes addresses so that you can target your community geographically and view your community on a map. Our geocoding is handled through Google Maps, which does not recognize 1/2 data, so when geocoding occurs, the 1/2 will be removed from the address field.

To ensure that you do not lose this data and can successfully engage with people, I'd recommend the following options:

1. Reformat 1/2 to 1\2 in the address field. In this format, the data is not removed during geocoding.

Example:

Screen_Shot_2016-04-19_at_3.03.51_PM.png

2. Add the 1/2 portion of an address to the unit address field. The data will not be removed during geocoding when it's stored in the unit address field.

Example:

Screen_Shot_2016-04-19_at_3.04.16_PM.png

 

If you need to send regular mailings to your community, keep in mind that Excel will reformat cells containing 1/2 data as a date. In order for Excel to correctly read 1/2 data, you need to change the number field in Excel from date to text. Then, you can replace the dates with 1/2 via Find and Replace.

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Pulling content from one page to another with tags

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Hey Alison, those pages that display all posts with a specific tag are populated by the "tags_show.html" template, which contains this forloop:

{% for post in tag.most_recent_published_pages %}
{% include "page_excerpt" with post %}
<hr />
{% endfor %}

The original loop is looking for posts specifically - if you change "for post in..." to "for page in...", it will bring pull in page excerpts from all pagetypes and not just blog posts.

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is it possible to import options for multiple choice custom field?

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Another option would be to import the different options as tags!

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All forms on site not display correctly

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Although it's been a while it looks like everything is working! We have a FAQ on form troubleshooting as well that might be helpful. 

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How can I require new memberships to be admin appoved before being activated?

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Right now this isn't possible - you could have an interim holding membership or a sign up page for potential members to submit their request - and manually change it to the official membership after review. 

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How can I get a list of all my hidden pages?

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Unfortunately there isn't a way to see all hidden posts at this time. What you can do in the future is when hiding a page make sure to tag it as 'hidden' so you can search that way. 

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We use photos on our blog. How do I add a caption to photos, including credits?

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This is possible with some HTML editing - Upload your photo to your page then in the HTML editor cut/paste your image url in the following code:

<table class="image">
<caption align="bottom">caption text</caption>
<tr><td><img ...></td></tr>
</table>

 Screen_Shot_2016-05-09_at_12.06.07_PM.png

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Trying to simply add missing city to existing people

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For any updates on overwriting date please take a look at "When imports overwrite existing data"

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Changing background colors

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There are definitely a few places where you will need to change the color. Here's how to change your colors - A good thing to remember is you'll need to update the colors in both theme.scss and tablet-and-desktop.scss for changes to take effect on both mobile and desktop sites.

The header color can be changed within "header-background-color" which is different than the main background. 

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Non-deductible portion of a donation

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This isn't possible right now but editing the .pdf of a donation receipt is a frequently requested thing. Please follow this suggestion for any updates. 

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How do I resolve "RCVD_REMOVED" spam indicator?

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I'm sorry about that spam score message. It appears it is actually something affecting all of our customers. Our engineers have been notified of the issue and are looking into it. 

The good news is that the spam score given from the error message - RCVD_REMOVED - does not hurt your email deliverability.  

We appreciate your concern over spam score and having the best email deliverability. Feel confident sending out this blast, it will not hurt your deliverability.

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Apply Different Theme to Single Page

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Please see the comments for suggestions on how to accomplish this! 

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Website Type

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Hi Rachelle, 

The main difference between site-types is what kinds of pages are pre-built on your website. For example, the advocacy site-type has a petition page while the nonprofit site type has a donation page. 

That being said, all sites are completely editable. You can edit or delete pre-built pages or create your own using every site-type. 

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Can I send an email blast to two emails connected to the same person?

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This isn't possible at the moment - you are correct that you would need to create two profiles. 

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More information on backups

Header color in off-canvas view