We are constantly adding, refining and even removing features. This is the best place to make your voice heard on what you'd like to see. You can also suggest new support documentation you'd like to see.
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make donation followup page's default facetweet include donation url, not followup url
a followup page ([next_page_slug]/'After donating, what page should they land on next?') to a donation page inserts the follow-up page's url in its facetweet instead of the donation page's url -- could there be a setting for followup pages to refer to the referring donation form? or just make that the default?
NationBuilder should allow connecting of spouses
For charitable fundraising, it is unlikely that contacting both spouses separately is a good idea. Likewise, it is unlikely that both spouses will give separately. Finally, most/many "memberships" will cover both spouses. There should be a way to set this up.
Similarly, it would be nice if NB could find spouses by comparing addresses and last names - like dedupe. "Households" seems to be a similar idea, but either not too useful or not explained well enough that I can use it effectively.
Import Notes Field
It would be incredibly useful to be able to import not only the contact fields but also the note field. This would allow us to do automated donor research outside of nation builder and then import it back into the system. Right now that isn't possible.
Improve Facebook tracking
Currently we have a large Facebook audience that regularly interact with our page, but we have no way to track them. It's nice that some of the likers make their way into Nationbuilder, but it has some serious flaws:
- NB doesn’t track people that share or comment, leaving out a large portion of engagement data.
- NB doesn’t track all post likes, and is very inconsistent in the tracking it does do.
- NB doesn’t work out engagement rates for individual supporters, making it difficult to target our high-engagement supporters.
Ideally, we'd be able to see how frequently a supporter interacts with our broadcasters on social media, and be able to search for supporters with high engagement rates.
Frederick, any time someone likes one of your Facebook posts, they earn virtual currency - which is the measure of their engagement rate. All you have to do is sort your people lists by this currency (pc) to rank them by engagement level. You can also use the advanced search "Influence" section to search for specific ranges of currency.
To change the defaults for how much currency someone earns for their Facebook or Twitter activity, go to Settings > Political capital and you'll be able to edit the values for dozens of engagement activities. This is a very effective way to find out who your all-star supporters are - you can even set a leaderboard to recognize these folks publicly if you like.
Advanced Search - Households for canvassing
One extremely important feature for canvassing is to be able to include all the people in a given household in a walk or call list. For example, if you're going door-to-door you want everyone in the household listed in case they are the ones answering the door. By household I mean everyone at the same exact address (including apt # so don't use lat/lng).
Ideally there are two areas where householding should be used. When printing a walk list (or call list) an option to "include others in household" should be added. If selected, all others in household should be added but ideally there should be some indicator that they are "secondary" to the primary targets. Boldface perhaps.
The second place would be during searches. There could be a button that takes an existing search result and "households it" adding all others in the same addresses. There could be another checkbox during the search - maybe next to the green search button - to make that happen at search time.
I consider both of these crucial for real door-to-door realities.
Thanks...
After creating a list, select the list and use the "Households" tab and add people from the same home to your walk and call sheets.
'Foreign' submits to NB form handlers
Webhooks are great - with those I can notify offsite servers about changes to people's NB records, etc. I'd like to see a resource that goes the other way - in other words, if my offsite server has a new person we'd like to inform our NB site about, we simply program the non-nb server to do a form POST to the forms handlers on NB that handle for, say, a new Join, accepting the lname, fname, email and phone to become a new NB record in the 'People' database.
This would obviate regular .csv file transfers to the NB server (lord, I get weary of those!)
Validation becomes a concern in a use case like this, so I'd suggest the following 2-step validation:
1. When setting up an incoming webhook, the customer gives NB the domain name of the submitting server. The NB server reads the http headers for the web address of the submitting server. No match, no post.
2. Most servers keep a pretty good track of the correct time, so have the sumitting server calc an MD5 hash on the current time (GMT) along with the hash of each of the 2 minutes before and 2 minutes after that time. Cat this all into one big string and make it a part of the incoming payload. After checking #1 above, the NB server calcs the MD5 hash for it's current GMT time. If it finds the calcualted hash somehwere in the 5 hashes submitted as a single string, then the POST is allowed. This makes allowances for up to 2 minutes differrences in time either way (as long as the time calc'd is granular only to the minute).
Resource Tree for Theme Related Files/Resources
Navigating between documents when creating a custom theme is rather inefficient and time consuming. Having a document tree on the left side of the page would allow switching between files quickly and easy. It would also allow for the organization of these files via categories for easy reference without actually impacting the document information.
Like to Grant Membership Levels Different Access to Site Pages
I would like to give people who have paid more for membership more access to various parts of the site. It's great for people to see behind the scenes video footage of events or interviews with thought leaders etc. It creates an incentive for them to pay more within the site besides any tangible incentives.
BCC or forward email into NationBuilder and attach to record
Let's be honest - nobody likes to log into their CRM to do quick updates as we interact with your supporters. Thankfully there's a solution for day-to-day one-on-one email interactions: BCC and attach to record!
When you email your supporter you BCC to a private custom email address that finds your supporter's contact record in NationBuilder and attaches the contents of the email.
Highrise, Salesforce and other CRMs have this feature and it is THE BEST!
Example: http://help.37signals.com/highrise/questions/37-dropbox-101-how-do-i-forward-cc-or-bcc-an-email-to-my-highrise
Hey Eli, you can accomplish this by bcc'ing yourself - provided it's attached to a broadcaster. The email will then be logged in the supporter's profile.
Add line number to CSS editor error reports?
the addition of a line number would increase the helpfulness of an error like this a zilllionfold.
There were problems with the following fields:
- Content scss Invalid CSS after "}": expected selector or at-rule, was "}"
Lists | Address View for Lawn Sign Crew
When assigning a list to a member of a lawn sign crew, it would be helpful to have a "address" view so you don't need to individually assign each person to a crew member. The map view is a clumsy work around.
Stripe Payment Gateway
It would be great to have this implemented https://stripe.com/ .
We have no plans at this time to integrate Stripe. Democracy Engine is a popular choice for many of our customers and is fully integrated with NationBuilder and also provides its own web service for a very reasonable price. See http://nationbuilder.com/how_much_does_nationbuilder_charge_for_donation_processing for more detailed information on payment processors that we support.
Multiple Point Person(s)
Allow for more than one "Point Person", like a point person tag. This would allow supporters whose involvement has overlapping coordinators to be "assigned" to more than one person. Useful in the "data-security" model.
Joe, if you set a followup type for someone, multiple people can track that in the dashboard followup view.
You can also see anyone assigned to someone who you're the point person for under "your network" - and you can use the "network" button on anyone person's profile to follow their activity.
Tags and/or categories for blog entries
How about tags and/or categories for blog entries which would be visible to the public?
This is in now, and it works for all pages, not just blog posts.
Integrating the ICICI Bank payment processor
I suggest for Indian client/ audience the payment gateway processor need to integrate in donate page. The rupee symbol need to replace the dollar symbol.
Import contact log
It would be nice to be able to import via CSV files contact logs. Sometimes, we use external ways to contact supporters and we could then import it into our NationBuilder database.
Endorsement Highlights
I find it completely useless to highlight someones name but not their endorsement when you select "highlight endorsement".
I suggest that highlighted endorsements show the actual endorsements and not just the names above all other endorsements and with a light yellow coloured background to show they are special/highlighted.
Canada eh!
You need to incorporate the Canadian constituencies and the polls. Precincts?
Below is the link to my constituency and the polls. I'd like to map walk routes for each polls, ideally on a ipad app that I could update as I door knock each residence.
I've uploaded all my election data 28k+, working on party data, and for the next 3.5 years would like to run this like a CRM until the election is called.
http://www.electionsalberta.ab.ca/Public%20Website/files/maps/ED42_EDMONTON_RIVERVIEW_400.pdf
Steve Young
steve.youngmla.ca
Negative Search Option with Tags
I would like to be able to do a negative search on a list, so that a search will show everything that does NOT have a specific tag or tags.
The example is that I may go through a list and tag a bunch of records, and now want to see the records that did not get tagged.
Add everyone to a list, then click on the tag you want to remove and click on the "-" next to the total amount of people. You'll then have a list in your shopping cart with all the people who don't have that tag. For more on using the people shopping cart and creating lists in NationBuilder, check out this short how-to video.