Searching & Filtering
This section describes how to search and filter results using the Action Builder platform. This will allow you to easily find and update activist profiles.
Table of Contents
Filtering By Engagement Assessment
Searching By Name
To search for a campaigner by name, select the magnifying glass icon in the upper right-hand corner of Action Builder.
When the ‘Search Entities’ box appears, enter the first and/or last name of the person you’re searching for.
Your results will appear in a dropdown as you type the first or last name, from which you can select the person you’re looking for. This will take you to their volunteer profile.
Searching By Filter Criteria
To search for a campaigner using criteria other than name, use the ‘Filter Results’ panel to the right.
Scroll down to the section with your preferred search criteria, and select the down caret to the right to drop down the fields and enter in your criteria.
Assessment: Filter results to show anyone marked with a specific assessment rating (e.g. everyone with a ‘2’ rating).
Info: This filter can be used to select a variety of information. You can use this filter to show anyone assigned to you as an activist steward, filter by preferred contact preferences or shift times, etc.
Follow Up: Filter results to show anyone who you have followed up with or who has received a follow up in general.
Contact Info: Filter results to show profiles that contain certain contact info (phone number, email, address, etc.), or that are missing this information.
Last Updated: Filter results to show profiles that have been updated, or have not been updated within a specified time frame.
Location: Filter results to include only canvassers located in a certain location (e.g. filter to include only residents of Denver).
Click on ‘Run Query’ at the top of the panel.
Filtering Your Activists
This section describes how to apply a filter to show only the activists assigned to you as an Activist Steward.
Apply filters using the right-hand table labeled ‘Filter Results’.
In the filter panel, select the down caret next to ‘Info’.
Click to open the dropdown menu next to ‘Include’.
Search for and select your name.
Click on ‘Run Query’ at the top of the panel to run your search.
Your results will display only activists who are assigned to you as their Activist Steward.
Filtering By Engagement Assessment
This section describes how to apply a filter to show activists assigned a particular engagement assessment. This can be used with the Activist Steward filter above in order to make outreach easier by targeting specific engagement levels.
Apply filters using the right-hand table labeled ‘Filter Results’
Under ‘Assessment’, select an engagement rating (1-5) to filter your results.
Click on ‘Run Query’ at the top of the panel to run your search.
Your results will display only activists assigned that particular engagement rating (e.g. only activists rated as a ‘1’).
**Note: Do not use ‘Quick Apply’ to make updates to activist profiles, as these updates will be applied in bulk to all campaigners in our system. For example, if you select ‘Quick Apply’ > ‘Add Assessment’, the selected engagement score will be applied to ALL activists.
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