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:

NationBuilder Data Management

If you have any additional questions please contact support@ecanvasser.com


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