This guide will ensure that NationBuilder customers have access to the overarching resources to all aspects of Ecanvasser relating to NationBuilder.
If you are a NationBuilder customer, 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(s) within your Nation that you wish to sync to Ecanvasser
From within your Ecanvasser Account, Link your Nation with your Campaign
Import your desired Lists
This process is outlined in full here:
Linking Your Nation with your Ecanvasser Account
Note: Your Ecanvasser account can only be linked to one nation at a time.
We strongly advise you not to Link, de-Link, and Link again as a part of your normal workflow.
Surveys
If you're a NationBuilder customer 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 create a survey action page in your nation
You can then sync your Survey to your Ecanvasser acocunt
This process is outlined in full here:
Surveys for NationBuilder Users
Custom Fields
First create your custom fields within your NationBuilder nation.
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 customers, data syncs across as they would expect rather intuitively.
There are some finer points that more advanced customers might be interested in learning:
Once you import a List, you must Update that List in Ecanvasser if you've added additional Contacts to it in NationBuilder
Interaction information will sync from Ecanvasser to NationBuilder. However, the reverse is not the case
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