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

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

3. Gaining Control Panel Access
Use URL

4. Sign on

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

8. Listing a meeting on the Calendar
Use URL
Choose 'new '

9. Name the Event
name event
create page

10. Create Page
Create page

11. Fill in the Basics
Fill in basic and save
Select intro

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

13. Add Location Details
Location details
Save

14. NB will present map of location
Go to Social

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

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

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

18. Matches are presented
Click on funnel

19. Filter conditions are presented

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

21. People are added

22. Create a Filter – Supporters in Cong District1 2 3
go to people tab
click on funnel to filter
Add criteria

23. Choose support level

24. supporter

25. 1
Add new criteria
Voting districts 2

26. Federal district

27. 1 2
Fill in number
Click filter

28. Click on Actions pull down menu

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

30. People were added

31. Click lists to search for cd26

32. Overview presented

33. 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.