Nationbuilder & Slack June 10, 2017 Technology Basics Nationbuilder & Slack June 10, 2017

Nationbuilder Gaining Control Panel Access Listing a meeting on the Calendar Filters – Creating and Using Lists – Creating & Using Sending an Email Blast

Gaining Control Panel Access Use URL www.txgreens.org

Sign on

Choose ‘Control Panel’ Admins and people with county co-chair permission can add control panel access.

Listing a meeting on the Calendar Use URL www.txgreens.org/calendar Choose 'new email'

Name the Event name event create page

Create Page Create page

Fill in the Basics Fill in basic and save Select intro

Add Description of Event 1 - Add text 2 - Save Text 3 - Go to Location

Add Location Details Location details Save

NB will present map of location Go to Social

Connect to Facebook & Publish URL of FB event Save Return to Basics Publish

Filters – Creating & Using Filters used to query the people database Pull down next to funnel

Choose a saved filter In this case Bexar County by zip code

Matches are presented Click on funnel

Filter conditions are presented

Add to List Primary function of filter is to build lists Pull down actions Choose add to list and search Select list

People are added

Create a Filter – Supporters in Cong District 1 2 3 go to people tab click on funnel to filter Add criteria

Choose support level

supporter

1 Add new criteria Voting districts 2

Federal district

1 2 Fill in number Click filter

Click on Actions pull down menu

Creating & Using Lists cd26 Click create new list Name the list

People were added

Click lists to search for cd26

Overview presented

Settings Share with permission set – staffer or county co-chair Share with a person not in selected permission set Otherwise only you can use this list. This list is for my use only unless I share it. Admins can get to any list.