Community is about relationships – relationships between family members, colleagues, individuals and organizations. We’ve had many requests to better represent all of this inter-connectedness within your nation, so now you can! All the details are in the Relationships HOWTO.
Also, you can now create organization profiles in the same way you create people profiles. In fact, the functionality is nearly identical. Organizations can be tagged, you can send them email, they can sign in to your public website, make endorsements, donations, etc.
My favorite part of these two new features is when they come together. If a person has a relationship to an organization (like an employee), when you log a contact, you can now simultaneously log that contact on the organization’s profile as well. I’m often having a conversation with several people, but they are all part of one organization -- being able to see all of that in one place is super helpful. I’ll be using that a lot. :)
We are always adding and tweaking things, so please let us know your feedback. If there are additional types of relationships you would like to track, that’s something we’re particularly interested in learning about.
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This is a significant problem for us too. Many of our supporters are small organisations (and a few are self-employed people or small business owners), whose contact email begins with “[email protected]” or “[email protected]” or “[email protected]” ; this is the email address they have given us and they rely on information sent via email blast by us to those addresses. It’s not practical to ask them to give us another email address – that is their work email, that is the address where they need to get the information, that is the account to which it needs to go.
Currently with each email blast we send, i have to resend it to those addresses through my Outlook, which creates a lot of extra work and just gives us this horrendously complicated system since we send different email blasts to different people depending on location, donation history etc, and I can’t filter the ones which I can’t send through Nationbuilder.
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the first reason (at least) for role-based emails being unsupported in blasts, seems to me to make no sense. Why would people at those addresses (rather than any other) be less likely to opt in?
We did not have this problem with the platform we previously used to send mass emails, and if we’d known about it before signing up to Nationbuilder it would have been a consideration in whether or not to do so.
This may not visualize your data as broadly as you’re looking for, but Veracity’s Custom Maps (http://nationbuilder.com/veracitys_custom_maps_for_nationbuilder) provides a geographical representation of how people are interacting with a given political campaign.
Our built-in turf-cutting tool also provides a visual map of where your people are, but it’s not a visualization tool in the traditional sense. You can take a look at all of our existing apps at http://nationbuilder.com/apps. I hope you find something that meets your needs!
Also, it would be really great if imports of people that included the “employer” field could automatically set up an “employee/employer” relationship so you don’t have to go back through your nation to enter those relationships manually.
Have you figured out a workaround? We have 60 member organizations (that have signed a form and sent a cheque) that we cannot send our email blast to.
Organization profiles can absolutely use recruiter links.
Ian and Ben:
We’ve had many requests come in for batch updating relationships and are considering it for development.
Please send a link to your import and an example profile where the issue is occurring to your organizer and we’ll take a look. Because “Name” for an organization profile is stored in the same field as “Last Name” for a person profile, you can correct this manually for the time being by toggling to a person profile, saving, and editing the name fields.
Another thought – if we can send email blasts to organisations, will it be a problem that generic addresses like [email protected] have traditionally been excluded from such blasts?
If / when the engineering team is able to circle back around, it would be awesome to be able to batch update relationships so that I can work with folks to retroactively clean up databases with organizations. You’d be able to use a filter to capture everyone who’s email includes ‘@nationbuilder.com’, add them to a list, and mark them as ‘an employee’ or the ‘NationBuilder’ organization. Otherwise, you’ll need to do it manually.