FieldEdge heavily leverages NationBuilder's infrastructure and tools to provide a "NationBuilder-native" experience. Setting up your call lists happens primarily in NationBuilder. Reporting can be done in NationBuilder or using FieldEdge's FieldEdge Performance reports.
Adding Your Team
If you are making calls with others who are not NationBuilder Admins, it is essential you follow our Team Setup guide.
To start calling a list of people, create a list in NationBuilder and assign it (see below)
After you have created your (traditional) call lists in NationBuilder, you'll want to assign your list to your callers. Depending on how the users logs in, lists are assigned differently:
NationBuilder login: assign in NationBuilder
Accountless login: assign in FieldEdge HQ
This will enable them to access the list via the mobile app.
*Note: NationBuilders Admins will automatically have access to all lists in FieldEdge
We recommend a separate list, under 500 people, be created for each call session. It is possible however for multiple people to share a list (when it is assigned to a permission set, group or if using Accountless login).
You may want to include a survey as part of your call workflow. FieldEdge uses native NationBuilder surveys. To use your NationBuilder survey in FieldEdge, you'll need to assign it to an unlisted Survey Page.
Once you start calling, you may want to track who has been called and the performance of your field efforts. This can be done in NationBuilder filters or using FieldEdge's more comprehensive Performance reporting.