Batch update a list in NationBuilder
Resetting a list via NationBuilder for re-calling or re-canvassing
Step 1: Log in to NationBuilder and head to People
Start by logging into your NationBuilder account. Once logged in, navigate to the People
section from the top menu.
Step 2: Find or create a list of people to re-canvass
In order to update the completion status, we need the people to be on a list
You can update an existing list or create a new one using filters
Click the list to open all of the options
Step 3: Batch update the list
Head to the
Batch update
tabSelect the
Tags
sub-tabChange
Action to take
toRemove
Select one of the following tags as applicable
FE:walk Complete
- People canvassed (any outcome)FE:walk Skipped
- People that were part of the canvass but were skippedFE:call Complete
- People called (any outcome)FE:call Skipped
- People that were part of the canvass but were skipped
Press the button
Update tags X people
Repeat for each tag or list that is applicable to your situation.
You should now be able to re-canvass those people in FieldEdge.
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