This section describes how to update engagement assessments for activists in Action Builder. It also covers how to leave notes on activist profiles, as well as review notes left by other organizers.
It’s important to update engagement assessments and take notes in Action Builder to keep track of where each campaigner is at. Notes should include concerns and schedule updates that may be relevant to canvassing participation. You should add notes for any recent outreach, upcoming vacation(s) or periods of time they will be unavailable, concerns around their experience, what they are looking for out of their participation, or any other notable responses that are worth logging for future reference.
Updating Engagement Assessments
From the main results page, click the down caret to the right of a campaigner’s name and select ‘New Assessment’.
Alternatively, you can click into someone’s profile and select ‘Update Assessment’ from there.
Assign them a new engagement assessment based on their current level of engagement.
From the filtered list of activist names, select the individual you’d like to reach out to, and take note of their contact preferences.
Be sure to check for any recent updates or notes before sending a message to see if anyone has logged anything important to know about this individual.
You can find existing notes by clicking into an activist’s profile and either scrolling down to their activity feed at the bottom of the page.
If another organizer has reached out to this individual in the past week, hold off your outreach in order to avoid overwhelming them.
Reach out via the preferred mode of contact noted in their profile.
Log the outreach as a ‘Note’ so that other organizers can see that someone has been in touch and what was discussed, so we can avoid over-messaging.
To do this, you’ll click ‘+ Add Note’ at the top of the activity feed section of their profile.
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.
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.
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.
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.
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.
Action Builder is a tool for helping you keep track of the activists in your assignment so you can make sure you’re staying in touch with all of them.
The following sections describe how to search and filter results within Action Builder, as well as how to update activist profiles including engagement ratings and notes so we can keep track of outreach and participation.
If this is your first time logging in, reach out to Aidan to give you access.
The ‘Wall Chart’ tab on the home page displays everyone who has completed the volunteer interest form, as well as their engagement rating (called an “assessment” in Action Builder), which is displayed to the left of their name.
To find a campaigner’s profile to update their assessment, you can easily search by name using the steps in the next section.
You can also filter your results using various criteria such as assessment rating, contact info, and last updated date.
Navigate to and log in.