This guide will ensure that NationBuilder users have access to the overarching resources to all aspects of Ecanvasser relating to NationBuilder.
If you are a NationBuilder user, here is a good starting point!
Importing Contacts
If you have a NationBuilder Account, then getting started with Ecanvasser couldn't be easier. We have a dedicated NationBuilder import to make things as straight forward as possible.
To get started:
- Create a List, or Lists, within your Nation that you wish to sync across to Ecanvasser
- From within your Ecanvasser Campaign, Link your Nation with your Campaign
- Import your desired Lists
This process is outlined in full here:
Linking Your Nation with your Ecanvasser Campaign
Note: Your Ecanvasser campaign can only be linked to one nation at a time. It is not advisable to Link, de-Link, and Link again as a part of your normal workflow.
Surveys
If you're a NationBuilder user and wish to make use of surveys which sync between the two platforms, it's a straight forward process. A few key points to note are:
- Make sure to create your survey initially in NationBuilder, and also create a survey action page in your nation
- Then, via Ecanvasser, sync your Survey across
This process is outlined in full here:
Surveys for NationBuilder Users
Custom Fields
First create your custom fields in NationBuilder. These will generally sync straight across along with your Lists, without further action.
- A contact on an imported List must have populated data regarding a field to be synced across
- Multiple Choice Custom Fields involve an additional step
- You can still make use of the required fields functionality in Ecanvasser
This process is outlined in full here:
Custom Fields for NationBuilder Users
Data Sync - When & What?
For most users, data syncs across as they would expect rather intuitively. However, there are some finer points that more advanced users might be interested in knowing.
- Once you import a List, you must Update that List in Ecanvasser if you've added additional Contacts to it in NationBuilder
- Canvass information will sync from Ecanvasser to NationBuilder, but not in reverse
- If you edit a Contact in NationBuilder or Ecanvasser, this will trigger the information being updated on the other platform
- If a required data point is not syncable between the two platforms, use a Custom Field instead
This process is outlined in full here:
If you have any additional questions please contact support@ecanvasser.com