Supporter Data
- What fields are available for imports?
- How can I filter for likely voters using NationBuilder?
- How do I organize all of my supporter data?
- Who owns the supporter data?
- What happens to all the supporter information when I leave?
- How can I avoid duplicates when I import people?
- How do I merge duplicate user profiles?
- How do I import my email contacts to NationBuilder?
- My import has errors, what do I do?
- Will Facebook, Twitter or third party applications have access to my data?
- How do tags work?
- How do saved lists work?
- How do I create a filter?
- How do I log a contact?
- How do I get the voter file?
- What kind of voter data can I get with NationBuilder?
- Who can use the voter file addon?
- How do I import my custom voter file?
- How do I import custom voter history?
- What are the import codes for demographic information? (U.S.)
- I've got election data that doesn't fit NationBuilder's formats. Can you help?
- Support for international parties
- My imports are pulling in bad data; what's wrong?
- What kind of modeling does NationBuilder provide for voter data?
- How can I recruit and manage volunteers?
- How do I keep track of organizations and supporters that are in organizations?
- How do I mark people who attended an event?
- When is an email address considered "emailable" "bad" or "bouncing?"
- How does NationBuilder collect signup city, state and other address objects?
- How do I collect detailed data from people?
- Can I segment access to my database?
- How do my team and I login to the control panel?
- What is a "private note" in the people dashboard?
- How do I remove everyone from my nation's database?
- I got an error on my import that says a unique ID is required. What does that mean?
- Do you have a model privacy policy I can implement for my nation?
What fields are available for imports?
Below is a list of the fields supported for standard imports. Many of these are uncommon and you won't need to worry about them.
Click here for more info on donor history imports; and here for voter data import info, which requires our campaign edition (voter personal information and voting history are imported separately under the voter data import). And here's a look at the paths for starting a standard import.
Please do not use fields as proxies for other data - doing so will confuse important dependencies and make it more difficult to manage your nation. Tags are a good place to store extra data points, and you can add multiple tags separated by commas. We are regularly expanding our support for data needed to run your nation - if you have questions, drop us a line at help@nationbuilder.com. You can also suggest new features related to imports.
.CSV imports are limited to 20mb per file - if your list is larger than that, you will need to divide it into multiple files.
Standard import fields:
- email_opt_in
- prefix
- first_name
- middle_name
- last_name
- suffix
- name - the full name of someone, leave blank if you provide first/last/middle name separately.
- legal_name - ie William instead of Bill
- employer
- occupation
- sex - should be M or F
- party - a single letter, here's the full list of political parties
- church
- ethnicity
- marital_status
- is_deceased
- born_at
- phone_number
- work_phone_number
- mobile_number
- mobile_opt_in
- website
- language
- created_at
- support_level - should be 1,2,3,4 or 5 with 1 being very supportive and 5 being very opposed
- membership_level_name
- membership_started_at
- membership_expires_at
- is_volunteer
- is_fundraiser
- is_ignore_donation_limits
- note - shows as the top of the user record where "Add Background" is located.
- household_size
- federal_donotcall
- demo
- tag_list - comma separated, any tags here will be added to a person
- assistant_id - the nationbuilder_id of another person who is this person's assistant
- assistant_name_or_email
- recruiter_id - the nationbuilder_Id of another person who is this person's recruiter
- recruiter_name_or_email
- parent_id - the nationbuilder_id of another person who is this person's point person.
- point_person_name_or_email
- nationbuilder_id
- facebook_uid (NationBuilder will deduplicate based on social network IDs)
- twitter_login
- twitter_id
- meetup_id
- civicrm_id
- external_id
- address_country_code
- address_country
- address_state
- address_city
- address_county
- address_zip
- address_address1
- address_address2
- address_address3
- address_fips
- work_country_code
- work_country
- work_state
- work_city
- work_county
- work_zip
- work_address1
- work_address2
- work_address3
- work_fips
- mailing_country_code
- mailing_country
- mailing_state
- mailing_city
- mailing_county
- mailing_zip
- mailing_address1
- mailing_address2
- mailing_address3
- mailing_fips
How can I filter for likely voters using NationBuilder?
How do I organize all of my supporter data?
Your entire supporter database is housed in your control panel. There are many ways NationBuilder lets you view, catalogue, and manage all of this information beginning with a master list of everyone in your database. There are multiple drop downs that allow you to pull that list by different search criteria; there is even a drop down exclusively for filters that you have created using the advanced search function. Advanced search, allows you to comb through your database in great detail, giving you access to dozens of different search criteria.
Nationbuilder also lets you create tags and saved lists of people. Tags give you the ability to mark people as they take action on various pages of your site. Tag everyone who has attended a specific event, or has specified an interest in a certain topic. The shopping cart function allows you to select certain people out of you database and put them in your shopping cart so that you can later create a saved list of those people.
Who owns the supporter data?
You own all your data, and we even set up each nation with its own isolated database so your data is completely separate from everyone else, and your data is never shared with anyone unless you decide to do it yourself. You can export a spreadsheet of your supporter data, donation data and survey data at any time. We believe your ownership is important and we've made the exporting process very simple.
What happens to all the supporter information when I leave?
You can export all your information, but as soon as you leave, it's completely deleted.
How can I avoid duplicates when I import people?
There are two primary ways to keep your duplicates down.
1. If you are importing people from an existing database there will already be an ID assigned to them by that system. NationBuilder has fields for civicrm_id, ngp_id, state_file_id, dw_id, twitter_id, twitter_login, facebook_uid, and a few others. If we don't have yours included, then you can use external_id for whatever system you have. If you map one of those fields, NationBuilder will look it up to see if they are already in the system and then update their record.
NationBuilder also has its own "id" field which is automatically created whenever you import someone, but you only want to map that to your file if you are importing a list of people you previously exported from your NationBuilder account.
2. Most of the time though you will just be taking a list of email addresses, names, and or phone numbers from some kind of contact list. Here NationBuilder will dedupe based on email address and then phone number. If you only have a name, then NationBuilder will not import it and put it in the errors file for you to potentially reimport when you have further info on them.
If you have just a name for a person, AND you have some kind of state_file_id or external_id, then NationBuilder will import it because it assumes it's coming from another database.
All of that said, you will end up with duplicates in your database, and you can manually dedupe, details here.
How do I merge duplicate user profiles?
NationBuilder pulls people's information from a lot of different places, and while we try very hard limit the number of duplicates that will appear in your database it will occur from time to time. Sometimes the information people provide in a sign-up form doesn't exactly match up with their Facebook account, or they login to your website with twitter for the first time and then someone on your staff manually enters their data from an event sign-in, it happens. Luckily NationBuilder makes it easy to merge duplicates.
If you spot a duplicate, the first thing you want to do is decide which control panel profile is the one you want to be merged into the other. One way to decide is to see which one has less information on it. Another way to decide is which profile has existed in your database for longer. NationBuilder will not delete any information from either profile but it is still helpful to have one be the "master" profile.
Once you've decided on a "master" profile for this person, go into that profile and look at the persons NationBuilder ID number at the very end of the url. Example:
http://abeforprez.nationbuilder.com/admin/signups/12746
Copy that number, and then go to the person's "lesser" profile (aka the duplicate). Go to the Edit tab and at the bottom of the page you will see the "Is this a duplicate?" field. Paste the NationBuilder ID of the "master" profile into this field and click Save Person. It may take a few moments, but NationBuilder will merge the two and keep all of the data.
How do I import my email contacts to NationBuilder?
NationBuilder lets you upload CSV files to your database (here are some tips on ensuring clean CSV imports). From the control panel, go to People > Import.
Most email service providers let you export your contacts to a CSV file. Once you've done that, simply go to the import tab, choose the file from your computer that you wish to upload, and click upload CSV file. Then you'll be able edit the fields that all of your contact's data will be entered to. You can designate the people in this import as prospects, add tags to all of them, and/or add them to a saved list. Click on Start Import to begin the process.
My import has errors, what do I do?
Regularly when importing large lists of supporters into your people dashboard, you will see a column for errors, with a number and a linked CSV file. NationBuilder strives to keep your imports clean and free of bad data, so ususally these errors have to do with something like typos in email addresses in your rows. You can download the CSV file and in the last column it will show what error prevented those rows from being imported. You can then clean up the data and reimport those records if you like.
Will Facebook, Twitter or third party applications have access to my data?
No. NationBuilder pulls information from third party application such as Facebook and Twitter, but those services do not have access to your nation's database.
How do tags work?
NationBuilder lets you tag any person in your database. A tag is a mark that you can assign to multiple people in order to keep track of them as a group.

For example, if you have a survey page, you might be interested in keeping track of all of the people who answered a multiple choice question with a specific answer. The survey page allows you to tag everyone that chose that answer, so that you can view that list of people. You can also tag everyone on a certain list using a batch update, and manually enter a tag for a person in their control panel profile.
Tags are useful when it comes to sorting through people in your database. If you want to use the map view function to see everyone that wants to attend a house party in a certain area, you can use tags to easily pull that list of everyone who checked yes to attenend a house party on the website.
How do saved lists work?
You can create a saved list using the shopping cart function in NationBuilder.
When you are navigating your supporter database or viewing a selection of people anywhere else in the control panel, you will notice that next to each person's name there is a small plus sign. When you click on the plus sign it turns green and that person is added to your shopping cart in the upper right hand corner of your screen. NationBuilder allows you to keep one unsaved list open in your shopping cart at any given time, that way as you work you can continue to add people to your new list when you see them or think of them.

When you are ready to save your list you can click on the shopping cart and you will be taken to a page where you can view your new list and save it. You can always add people to a saved list by selecting it in the drop down that will appear next to your shopping cart. When you do this you can click on any person's plus sign to add them to this list.

How do I create a filter?
Filters are saved searches that you can use to organize and sort your list of people in your database.
In the People tab of the control panel you can view an overall list of everyone in your database. There are four different drop downs that allow you to sort this list in various ways. The third drop down from the left is reserved for filters.
To create a new filter go to the advanced search tab. Here you can choose from a variety of fields including basic, location, donation, and contact information. You can choose to pull your list based on any of these or any combination of these. Below the search fields click the Search button to see your list change based on the fields you are entering data into. When you are ready you can click Save as Filter. Once you've saved the filter, you will always be able to go back to this particular advanced search from the filters drop down in the People tab.
How do I log a contact?
Every time you interact with someone in your database, whether it be by email, phone, face to face, or some other method, you should be recording that contact in your NationBuilder control panel. This will help you keep track of who you have reached out to, give you more insight as to what kind of a supporter they are, and make sure that the outreach efforts of other people in your organization don't overlap with yours.
In order to log a contact, go to the individual's personal profile page in the control panel (you can usually do this by clicking on their name anywhere you see it in the control panel), and click on the Contacted tab. There are radio buttons you can select for the type, method, and status of the call. You can also post a private note about the contact, choose who contacted the person under Contacter, and designate a support level.

You can edit the radio button options under type, method, and status by going to Settings> Contacts.
From your control panel dashboard, if you go to the Contact View tab you can view statistics for contacts by people with control panel access. See how many contacts someone made that day, that week, month, or all time.

How do I get the voter file?
In the control panel, go to "People" > "Import" > "Voter file data." Specify your state, district, etc. and we will get to work putting it into your database.
What kind of voter data can I get with NationBuilder?
NationBuilder provides access to voter data for political campaigns as part of a basic subscription to our community organizing platform. Data included in the subscription covers statewide elections and typically includes the names and addresses of voters, basic demographic information, and often phone numbers as well. We also provide vote history for even-year federal elections and typically for statewide special elections. Where party registration is available, we also include that, or else information on primary ballot voting.
Voter data is updated twice a year and referenced against the National Change of Address Database quarterly.
With NationBuilder's voter data, campaigns can use our platform to do online phonebanking and cut walk lists based on demographic and vote history criteria. Campaigns, parties and consultants can also privately upload their own voter IDs and data sets and use NationBuilder to organize. We can also assist you in uploading your own custom voter files for a one-time fee. Instructions for uploading your own file and vote history for use with NationBuilder are here.
For more information on what you can do with voter data in NationBuilder, check our our how-to video on the voter file, or sign up for an upcoming webinar on advanced voter targeting with NationBuilder.
Who can use the voter file addon?
The voter file addon is mainly intended for U.S. political campaigns up to the state-wide level, but we will evaluate requests from c3 and c4 organizations running issue based voter ID and GOTV programs on a case by case basis.
How do I import my custom voter file?
NationBuilder provides political campaign subscribers in most U.S. states free access to national voter records through a partnership with PoliticalFORCE (for more than 2 million records, contact us for VIP setup pricing). However, many campaigns also want to import their local voter files or international voter information. Often, Excel and similar programs will want to automatically re-format your data, so here are some tips for normalizing your CSV files for clean imports.
Because of the dizzying array of voter data formats around the world, our voter file importer (available with the campaign edition and accessed under People>Imports) supports a large number of fields. (Here is the complete list of supported fields for standard imports, all of which are included in the voter file import.)
.CSV imports are limited to 20mb per file - if your list is larger than that, you will need to divide it into multiple files.
Here's a cheat sheet to some of the frequently used and important data headers that aren't as obvious:
- state_file_id = this is going to be your generic voter ID from the state elections authority
- county_file_id = this is the voter ID as reported by the county (you should have either the state or county fields set)
- registered_at = the date a person first registered to vote
- email = this field is very important because it's one of the primary ways NationBuilder deduplicates records
- email_opt_in = a yes/no, 1/0 or true/false field - all of those formats are supported
- name = for records where a full name is in one column
- born_at = This should be the voter's birthdate
- mobile_opt_in = primarily for text blasting (U.S.-only through NationBuilder). It is a yes/no, 1/0, true/false field
- created_at = date the original record was created
- support_level = a number from 1 to 5, with 1 being support, 5 being oppose, and 3 being swing
- is_volunteer = another yes/no, 1/0, true/false field
- note = you can import text notes attached to people in your database
- demo = demographic codes (U.S. codes here)
- tag_list = import a list of tags for your voters, separated by commas
- assistant_id = this would be the NationBuilder ID of another person in you database
- recruiter_id = the NationBuilder ID of a person who recruited a new voter or supporter
- point_person_id = assign a point person for new people using this field and the NationBuilder ID
- nationbuilder_id = a unique number assigned for each person in your nation. It is not connected to NationBuilder.com or any other nation
- facebook_uid = the unique Facebook ID for each of that platform's users
- twitter_login = the username for a Twitter member
- twitter_id = a unique number assigned to each Twitter member in some Twitter data sources
- meetup_id = the user ID for Meetup.com members. NationBuilder's social media integration is tightest with Twitter, Facebook and Meetup
- civicrm_id = a database ID used by many Drupal projects
- external_id = a generic ID for use when you may be commonly uploading, modifying and merging files that need a unique identifier not already supported by NationBuilder; it might be something like a national ID or passport number
- registered_address1 = generally a voter's primary address. You can include things like street number, street name and things like "NW" and "Blvd" and NationBuilder will parse them. NationBuilder supporters multiple addresses and address types, but you do not want to use this field if your data is already divided into seperate columns for street number, street name, etc.
- registered_fips = a geographic code that may be attached to some voter data
- registered_precinct_name = the primary name for a precinct, it could be a number or a word
- registered_precinct_code = some voting districts have a secondard princinct ID, such as "Lincoln 001, Lincoln 002 and Lincoln 003." This column supports such districts
- registered_country_code = a country abbreviation, like US or CA
- registered_sort_sequence = if you're uploading and working on files for later mail merge use, you'll want to include this and other mailing data headers for later export and use
When you add a new name to the database through something like "assistant_name_or_email," or through an import of donor records, NationBuilder will automatically create a new person based on that information.
It's important to note that while these fields will all become part of your database, they are not all editable after an import. Putting the cleanest, most complete data possible into your nation will help your advances searches, social media integration, turft cutting and more.
If you have any questions or need help, drop us an email. We can also do imports for you for a fee of $500 per file.
How do I import custom voter history?
In the People dashboard, you can import a custom voter history CSV file and NationBuilder will merge it with any other voter data in your nation using the Voter ID. There are two formats for the voter history import. The first is "Y/N/R/D," which stands for Yes (voted), No, Republican (primary ballot), and Democratic.
The second voter history format is "PoliticalFORCE," and follows the same convention as our national voter file source. You can use these codes to replace local voter file abbreviations and codes before importing your file (if you don't know whether someone voted, leave the field blank):
0=Did Not Vote (if known)
1=Voted
2=Voted by Absentee/Mail
3=Voted by Early Ballot
4=Republican Ballot
5=Republican Absentee/Mail Ballot
6=Republican Early Ballot
7=Democratic Ballot
8=Democratic Absentee/Mail Ballot
9=Democratic Early Ballot
NationBuilder supports import of the voter history back to 2000, with up to three elections (four in presidential election years) per year. In the import headers, "p" stands for primary, "g" for general, "s" for special, and "pp" for presidential primary.
What are the import codes for demographic information? (U.S.)
If you want to import demographic data from a source like a local voter file, in the U.S., use these code in your fields:
A = Asian
B = African American
H = Hispanic
W = White/Caucasian
O = Other
U = Unknown
I've got election data that doesn't fit NationBuilder's formats. Can you help?
NationBuilder aims to support many types of election data and has created extensive infrastructure to support imports from CSV files. However, if you've got non-U.S. election data or specific municipal election info and other atypical data and questions about how to best use it in NationBuilder, let us know as early as possible and send us samples. We'll do our best to help you be successful in integrating the data important to your campaign.
Support for international parties
Our province/state/country has different political parties than the NationBuilder defaults. How can we use your software to do voter outreach?
NationBuilder strives to provide strong support for political organizing wherever you are (our control panel is only available in English), and regularly adds country or province-specific parties when there is a user base to support that.
Our latest addition is provincial parties for nations in Alberta, Canada. For uploads, the political parties have a one-letter code in the party import column, and here's the key for Alberta:
- "Alberta", "A"
- "Liberal", "L"
- "New Democratic", "D"
- "Social Credit", "S"
- "Communist", "C"
- "Progressive Conservative", "P"
- "Separation", "N"
- "Evergreen", "E"
- "Wildrose Alliance", "W"
- "Other", "O"
Here are other regional parties we support:
In Canada (other than Alberta):
- "Conservative", "C"
- "Liberal", "L"
- "New Democratic", "D"
- "Bloc Québécois", "Q"
- "Green", "G"
- "Other", "O"
In Great Britain:
- "Conservative", "C"
- "Labour", "L"
- "SNP", "S"
- "Liberal Democrats", "D"
- "Democratic Unionist", "U"
- "Green", "G"
- "Sinn Féin", "F"
- "Plaid Cymru", "P"
- "Social Democratic", "T"
- "Alliance", "A"
- "Ulster Unionist", "N"
- "UK Independent", "U"
- "British National", "B"
- "Other", "O"
In Australia:
- "Labor", "L"
- "Liberal", "B"
- "National", "N"
- "Green", "G"
- "Family First", "F"
- "Other", "O"
In Kenya:
- "DP", "D"
- "FORD-Asili", "A"
- "FORD-Kenya", "R"
- "FORD-People", "E"
- "KANU", "K"
- "Mazingira Green Party of Kenya", "M"
- "NARC", "N"
- "NARC-Kenya", "C"
- "ODM", "D"
- "ODM-Kenya","Y"
- "PNU", "P"
- "Safina", "S"
- "Shirikisho Party of Kenya", "H"
- "Sisi Kwa Sisi", "I"
- "UDM", "U"
- "Other", "O"
In New York state:
- "Democrat", "D"
- "Republican", "R"
- "Independence", "I"
- "Libertarian", "L"
- "Green", "G"
- "Working Families", "W"
- "Conservative", "C"
- "Right to Life", "F"
- "Peace and Freedom", "P"
- "Undeclared", "U"
- "Other", "O"
And, the default parties for the U.S.:
- "Democrat", "D"
- "Republican", "R"
- "Independent", "I"
- "Libertarian", "L"
- "Green", "G"
- "Working Families", "W"
- "Constitutional", "C"
- "Peace and Freedom", "P"
- "Undeclared", "U"
- "Other", "O"
My imports are pulling in bad data; what's wrong?
Excel has a habit of automatically changing values in fields based on format. To ensure quality CSV imports, make sure your zip code is a text field if it needs zeroes on the front, same thing for ID numbers with preceeding zeros, check that your dates are formated with four-digit years, etc.
What kind of modeling does NationBuilder provide for voter data?
NationBuilder's addons include "donor intelligence" and "social intelligence" in addition to the free voter file for campaigns. What are those addons and how much do they cost?

Through our Austin-based voter data team, NationBuilder is able to offer voter file data - or "voter intelligence" - at no additional cost to most of our political campaign subscribers. This free voter data model with a NationBuilder subscription lowers barriers to access for down-ballot and primary candidates.
Political campaign customers using our voter data can also purchase targeted data called "donor intelligence" and "social intelligence." The add-ons must be subscribed to at the same level as voter intelligence - if you have 400,000 voter records, you will need the donor and/or social intelligence to cover that entire data set. Again, our subscription and database-size pricing model makes this modeling data - traditionally only available to the most well-funded campaigns - more accessible. For example, a Congressional campaign would pay a database subscription rate of $79 plus $600 a month with donor modeling appends. A smaller race could pay as little as $19 a month plus $25 a month for the donor intelligence. You can review the detailed pricing model here.
Donor intelligence includes information on party loyalty, Democratic and Republican donor propensity, household income, occupation and more. Both donor and social intelligence are accessed in People > Advanced Search and are helpful for making selects in the voter file. Political consultants tell us they value the donor intelligence in particular to help their candidates have confidence they are targeting their asks at voters who can afford to give and have a history of doing so.
Social intelligence includes consumer data modeling and more than 40 check boxes for narrowing voter selects by interests such as sports, social networks, food and music.
How can I recruit and manage volunteers?
Recruiting and managing volunteers is really straightforward. Set up a volunteer sign-up page and begin encouraging your supporters to go there. A volunteer button linked to your volunteer sign-up page will appear on your supporter navigation bar so people will see that there is a need for volunteers practically everywhere on your site. On the actual sign-up page you can ask for different volunteer roles that people can choose from, such as canvasser, event volunteer, letter writing, or office manager.
Once your volunteers are signed up, you can keep them active by creating a calendar page listing multiple volunteer events. Use your database to log contacts with your volunteers, so you know who hasn't helped out in a while. On your broadcaster page you can stay in touch with your volunteers by sending them blast emails, tweeting, and updating your status on Facebook. You can link your events to Facebook events, making them one in the same so volunteers can RSVP from there. They can even RSVP for your events via text.
How do I keep track of organizations and supporters that are in organizations?
Keep track of organizations and other institutions using tags. You can enter the organization into you database as a new person, and then use a tag to designate that it's something else. The tag could read "org", "organization", "church", "non-profit", etc. You can also create a specific tag for that organization, say "Peoples_United" or "PU", and then not only tag the organization but also tag everyone member, staffer, or other close affiliate with that same tag.
How do I mark people who attended an event?
Events pages allow you to track RSVPs and attendees, since not everyone who RSVPs for an event is actually going to show up.
Once you are in your event page, go to Event Details > RSVPs. This is where you can track all of the RSVPs for your event. If the event is connected to a Facebook, or Meetup event, those RSVPs will appear here too. You can manually add new RSVPs by clicking on the new RSVP tab. You can also download and print this list. When you have an event, it's a good idea for you or the host of the event to have this list of RSVPs handy in order to keep track of who attended.
If you go to Event Details > Attendees you will see the same list of RSVPs you saw in the RSVPs tab, the only difference is these have check boxes next to them. Check only the people who attended the event and then click on Update Attendees. These people will now be tagged as having attended and will be moved to the attendees list.
When is an email address considered "emailable" "bad" or "bouncing?"
- Emailable: If "receive emails" is checked, "do not contact, period" is not checked, "bad email" is not checked, and they actually have an email address.
- Bad: If "bad email" is checked, of course. This is checked automatically if the email address is actually invalid, or after sending an email blast the other server tells us that the email address doesn't exist. It is also checked automatically after the 3rd "bounce"
- Bouncing: This means we don't know that the email address is bad yet, but there were problems sending an email to it. The server could be down, the account could be over quota, various issues that could be temporary. If we get 3 of these bounces in a row, it will be considered bad.
How does NationBuilder collect signup city, state and other address objects?
I can't find a city or country variable to create fields for address details in my NationBuilder forms. How do I collect this information?
NationBuilder lets you collect and parse into your database several address types from your forms (see the signup variables here). However, we're often asked about how to collect specific address data from signups, such as their country.
The answer is that NationBuilder's free-text fields will parse any information that is given, the field does not break down by street, city, zip or country.
So, I can enter my address as
How do I collect detailed data from people?
In certain instances you may want to collect more information from people than what's in the allotted fields on some of our standard signup forms.
Here's an example:
You're setting up a volunteer program where details about the supporter's education (what degree? what school?) are required.
We recommend that you string together your volunteer signup page with a survey page in what we call an action chain.
NationBuilder allows you to designate landing pages once a user has completed an action on a given page type. By sending the person to another action page, after signing up to volunteer for example, you are creating a chain of actions for them to complete.
You can easily do this to collect additional data from people. Create a volunteer sign-up page (change the name of it to whatever program or campaign you are collecting people's data for), and then designate a survey page type as the landing page after they sign-up. The survey page allows you to collect information from people in the form of yes/no questions, multiple choice, and free form text responses. You can tag people who answer with certain multiple choice responses, making it easy to keep track of all of the "phds," for example.
Can I segment access to my database?
Anyone who has access to the control panel has access to the full supporter database. The intern/leader/staffer permission levels restrict who can publish information, and who can view financial data. There is no segmenting of the database in a nation to only allow access to certain people within those permission levels.
How do my team and I login to the control panel?
In order to access your NationBuilder control panel simply login to your website using the email and password that you setup when you created your nation. As an admin, you will see a link in your supporter nav (side bar) to the NationBuilder control panel, clicking here will take you to your control panel dashboard.

You can also use the /admin slug to login directly to your control panel. That would be: [name].nationbuilder.com/admin
In order to allow other people on your team access to your control panel you need to change their permission level to staffer. From the control panel go to the People tab or search their name, email, or twitter in the search bar. From their personal profile page click the Edit tab and change their permission level to staffer. Now they will have the same level of access to the control panel as you do.

What is a "private note" in the people dashboard?
In the NationBuilder dashboard, you can post notes about people that are private to your organization. They can be viewed only in the dashboard, by those with intern access and up. You can use them to remind yourself of follow-up items, provide background information on a prospect or for just about anything.
How do I remove everyone from my nation's database?
Frequently, you'll end up with data you want to get rid of in your nation.
Sometimes this is Twitter records for a broadcaster you don't want associated with the account, trial data imports, or data that was imported poorly. To delete a bunch of people from your nation at once, you can use advanced search to do things like identify all the people who follow a specific broadcaster on Twitter (People > Advanced search > Name and contact) or who came from a specific import (Advanced search > Origin). Then use a batch action to delete the records that you do not want by clicking the + sign, adding them to the shopping cart and then deleting.
This screencast describes the batch action process for records in detail.
Be careful, as batch deletes cannot be reversed. If you're unsure, you can make a snapshot backup of your database under Settings > Snapshots.
I got an error on my import that says a unique ID is required. What does that mean?
NationBuilder uses unique IDs such as email addresses or ID numbers associated with other vendors to help you keep your database clean and free of duplicates. If you import records without email or one of these IDs, you may get this error.
If your data does not have emails for each person or another preexisting ID, you can create your own unique ID using Excel prior to the import.
Do you have a model privacy policy I can implement for my nation?
A number of consultants and organizations have asked NationBuilder about a model privacy policy that can be used by our customers. NationBuilder’s own privacy policy (nationbuilder.com/privacy) covers users of NationBuilder.com in concert with our Terms of Use (nationbuilder.com/tos), and we also have posted policies on customer confidentiality (nationbuilder.com/confidientiality), employee ethics and conflicts (nationbuilder.com/how_do_you_deal_with_potential_political_conflicts_of_interest), and compliance with the U.S.-EU Safe Harbor Framework and U.S.-Swiss Safe Harbor Framework (nationbuilder.com/safeharbor).
The privacy information provided here should be closely reviewed by your organization and its legal advisors and implemented only in concert with a staff training program. It is written for your organization to implement by making edits and additions as needed. If your organization processes data on behalf of EU or Swiss citizens, please closely review and train your staff on the Safe Harbor Principles, especially as they pertain to choice. (export.gov/safeharbor)
Host your privacy policy at YOURDOMAIN.com/privacy. Link to it in your site footer. Establish an email address specifically for privacy concerns or requests, PRIVACY@YOURDOMAIN.com and ensure that the email address is monitored by a key member of your staff for questions and issues needing resolution. State an effective date for your policy.
If you have any suggestions for additions to this policy applicable to NationBuilder customers, we encourage you to add them in the comments.
Model Privacy Policy
Welcome to OUR DOMAIN, the website and online service of OUR ORGANIZATION. OUR ORGANIZATION knows that you care how information about you is used and shared. This Privacy Policy explains what information of yours will be collected by OUR ORGANIZATION when you use our online services, how the information will be used, and how you can control the collection, correction and/or deletion of information. We will not use or share your information with anyone except as described in this Privacy Policy. This Privacy Policy does not apply to information we collect by other means (including offline) or from other sources.
Information We Collect
User-Provided Information: You provide us information about yourself, such as your name and e-mail address, if you register for a OUR DOMAIN (including by “following,” “liking,” linking your account to OURDOMAIN, etc., on a third party website or network). If you correspond with us by email, we may retain the content of your email messages, your email address and our responses. We may also retain any messages you send through OUR DOMAIN. You may provide us information in user content you post to OUR DOMAIN.
Third Party Services
OUR ORGANIZATION uses the NationBuilder platform to organize our community of members, supporters and prospects. You can read more about that company and its features and polices at NationBuilder.com. When you visit OUR DOMAIN, NationBuilder may send one or more cookies - a small text file containing a string of alphanumeric characters - to your computer that uniquely identifies your browser and lets NationBuilder help you log in faster and enhance your navigation through OUR DOMAIN. A cookie does not collect personal information about you. A persistent cookie remains on your hard drive after you close your browser. Persistent cookies may be used by your browser on subsequent visits to the site. Persistent cookies can be removed by following your web browser’s directions. A session cookie is temporary and disappears after you close your browser. You can reset your web browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of OUR DOMAIN may not function properly if the ability to accept cookies is disabled. You can read more about how the NationBuilder service interacts with and protects your information at nationbuilder.com/privacy and nationbuilder.com/confidentiality.
(IF APPLICABLE) OUR ORGANIZATION uses Google Analytics to help understand use of OUR DOMAIN. This service collects the information sent by your browser as part of a web page request, including cookies and your IP address, and their use of it is governed by their Privacy Policy.
(INCLUDE INFORMATION ON OTHER THIRD PARTY SERVICES YOU USE THAT MAY IMPACT USER PRIVACY)
How We Use Your Information
We use the personal information you submit to operate, maintain, and provide to you the features and functionality of OUR DOMAIN.
By providing OUR DOMAIN/ORGANIZATION your email address (including by “following,” “liking,” linking your account to OUR DOMAIN, etc., on a third party website or network), you consent to our using the email address to send you OUR DOMAIN-related notices, including any notices required by law, in lieu of communication by postal mail. You also agree that we may send you notifications of activity on OUR DOMAIN to the email address you give us, in accordance with any applicable privacy settings. We may use your email address to send you other messages, such as newsletters, changes to features of OUR DOMAIN, or other information. If you do not want to receive such email messages, you may opt out at YOUR ORGANIZATION’S UNSUBSCRIBE PAGE.
Following termination or deactivation of your OUR ORGANIZATION account, OUR ORGANIZATION may retain your profile information and user content for a reasonable time for archival purposes. Furthermore, OUR ORGANIZATION may retain and continue to use indefinitely all information (including user content) contained in your communications to other users or posted to public or semi-public areas of OUR DOMAIN after termination or deactivation of your account.
OUR ORGANIZATION reserves the right, but has no obligation, to monitor the user content you post on OUR DOMAIN. We reserve the right to remove any such information or material for any reason or no reason, including without limitation if in our sole opinion such information or material violates, or may violate, any applicable law or to protect or defend our rights or property or those of any third party. OUR ORGANIZATION also reserves the right to remove information upon the request of any third party.
How We Share Your Information
Personally Identifiable Information: OUR ORGANIZATION will not rent or sell your personally identifiable information to others. OUR ORGANIZATION may share your personally identifiable information with third parties for the purpose of providing OUR DOMAIN services to you. If we do this, such third parties’ use of your information will be bound by this Privacy Policy. We may store personal information in locations outside the direct control of OUR ORGANIZATION (for instance, on servers or databases co-located with hosting providers).
(ADD ANY APPLICABLE INFORMATION SHARING, SUCH AS BETWEEN PARTNER ORGANIZATIONS, AND THE REASONS FOR THAT SHARING)
Any personal information or content that you voluntarily disclose for posting to OUR DOMAIN, such as user content, becomes available to the public, as controlled by any applicable privacy or website customization settings. If you remove information that you posted to OUR DOMAIN, copies may remain viewable in cached and archived pages, or if other users have copied or saved that information.
Except as otherwise described in this Privacy Policy, OUR ORGANIZATION will not disclose personal information to any third party unless required to do so by law or subpoena or if we believe that such action is necessary to (a) conform to the law, comply with legal process served on us or our affiliates, or investigate, prevent, or take action regarding suspected or actual illegal activities; (b) to enforce this policy, take precautions against liability, to investigate and defend ourselves against any third-party claims or allegations, to assist government enforcement agencies, or to protect the security or integrity of our site; and (c) to exercise or protect the rights, property, or personal safety of OUR DOMAIN, our users or others.
How We Protect Your Information
OUR ORGANIZATION cares about the integrity and security of your personal information. We cannot, however, ensure or warrant the security of any information you transmit to OUR ORGANIZATION or guarantee that your information on the service may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, technical, or managerial safeguards. Your privacy settings may also be affected by changes to the functionality of third-party providers, such as social networks. OUR ORGANIZATION is not responsible for the functionality or security measures of any third party.
To protect your privacy and security, we take reasonable steps (such as requesting a unique password) to verify your identity before granting you access to your account. You are responsible for maintaining the secrecy of your unique password and account information, and for controlling access to your email communications from OUR ORGANIZATION, at all times.
Compromise of Personal Information
In the event that personal information is compromised as a result of a breach of security, OUR ORGANIZATION will promptly notify those persons whose personal information has been compromised, in accordance with the notification procedures set forth in this Privacy Policy, or as otherwise required by applicable law.
Your Choices About Your Information
You may, of course, decline to submit personally identifiable information through OUR DOMAIN, in which case OUR ORGANIZATION may not be able to provide certain services to you. You can review and correct the information about you that OUR ORGANIZATION keeps on file by contacting us directly at CONTACT@OURDOMAIN.com
Children's Privacy
Protecting the privacy of young children is especially important. For that reason, OUR ORGANZATION does not knowingly collect or solicit personal information from anyone under the age of 13 or knowingly allow such persons to register for OUR DOMAIN accounts. If you are under 13, please do not send any information about yourself to us, including your name, address, telephone number, or email address. No one under age 13 is allowed to provide any personal information to or on OUR DOMAIN. In the event that we learn that we have collected personal information from a child under age 13 without verification of parental consent, we will delete that information as quickly as possible. If you believe that we might have any information from or about a child under 13, please contact us at PRIVACY@OURDOMAIN.com
Links to Other Web Sites
We are not responsible for the practices employed by websites linked to or from OUR DOMAIN, nor the information or content contained therein. Please remember that when you use a link to go from OUR DOMAIN to another website, our Privacy Policy is no longer in effect. Your browsing and interaction on any other website, including those that have a link on our website, is subject to that website's own rules and policies. Please read over those rules and policies before proceeding.
Notification Procedures
It is our policy to provide notifications, whether such notifications are required by law or are for marketing or other business related purposes, to you via email notice, written or hard copy notice, or through conspicuous posting of such notice on OUR DOMAIN, as determined by OUR ORGANIZATION in its sole discretion. We reserve the right to determine the form and means of providing notifications to you, provided that you may opt out of certain means of notification as described in this Privacy Policy.
Changes to Our Privacy Policy
If we change our privacy policies and procedures, we will post those changes on OUR DOMAIN to keep you aware of what information we collect, how we use it and under what circumstances we may disclose it. Changes to this Privacy Policy are effective when they are posted on this page.
If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this website, please contact us at PRIVACY@OURDOMAIN.com, or send mail to:
OUR ORGANIZATION
CONTACT
ADDRESS