Connect Action Network to CallHub and sync your campaigns

Want to call and text your Action Network activists, and have every contact tagged back on their Action Network record? Connect your Action Network group to CallHub once, import your reports, events, and tags, and CallHub tags activists for you as your campaigns reach them. This article is for campaign managers who organize in Action Network.

Connecting Action Network to CallHub means:

• You turn reports into outreach lists. Each Action Network report you import becomes a CallHub contact list with the same name, so you can call or text your activists without exporting and uploading files.

• You keep Action Network up to date. Activists you text, activists who reply, and activists you reach by Voice Broadcast or Call Center are tagged in Action Network. Your tags show who has been contacted and who has responded.

• You collect event RSVPs on calls. Volunteers on Call Center campaigns can RSVP activists to Action Network events you have imported.

• You choose how CallHub reaches people. You decide which Action Network fields hold each activist's phone and mobile numbers, and which number CallHub uses for voice and text campaigns.

Before you start

• You need an Action Network account with access to your group's API key.
• You need a CallHub account with permission to manage integrations.
• Connecting takes about 5 minutes. Importing a report takes a few more minutes, and CallHub emails you when it is complete.

⚠ Check the legal obligations in your country before you let voice campaigns use mobile numbers. Why: some countries restrict calling mobile numbers with voice campaigns.

Get your Action Network API key

1. Log in to your Action Network account.
2. Click Start Organizing, then go to Details. 
3. Click API & Sync and choose your group. Your API key appears on this page.
4. If you don't have a key, click Generate New Key.

Connect your group

5. In your CallHub account, click Integrations in the menu and find Action Network. Action Network appears on your Integrations page.

6. Click Connect to Action Network. Click Connect to Action Network to start. 

   

7. Enter your Action Network API Key and your Action Network Group Name. 

   

8. Click Connect. Enter the API key and group name, then click Connect. Once connected, Import Settings and Import become available.

Set your import preferences

9. On the Action Network integration, click Import Settings. 

   

10. Under Custom Fields for Activists, enter the keys of the Action Network custom fields that hold each activist's numbers. For example, if the phone number is in a custom field named Phone and the mobile number is in one named Mobile, enter those keys. 
11. Review how CallHub targets activists. By default, CallHub uses the Home Number as the primary number for voice campaigns and the Mobile Number as the primary number for SMS campaigns. If your activist data has no phone number, CallHub can use the mobile number for voice campaigns.
12. Click Save. Custom field keys tell CallHub where each number lives.

Import a report

13. On the Action Network integration, click Import. CallHub fetches all the reports, events, and tags you created in your account. If this is your first time, wait for the import to finish. The first import fetches your reports, events, and tags. 

    

14. On the reports screen that opens, search for the report you want. If you created or deleted reports in Action Network since you connected, click Sync first. Sync brings your latest Action Network changes into CallHub. 

15. Select your report and click Import Selected. The import takes a few minutes, and CallHub emails you when it is complete. Select a report, then click Import Selected. 

    

CallHub creates a new contact list with the same name as your report and adds your activists to it as CallHub contacts.

Your report becomes a contact list with the same name.

Tag activists from your campaigns

Action Network works both ways with CallHub. Activists you contact through CallHub can be tagged in Action Network: activists you text, activists who reply to your texts, and activists you reach with Voice Broadcast or Call Center. Set the tags while you create each campaign.

Set tags for a Text Broadcast campaign

1. While you create the Text Broadcast campaign, choose the Action Network tag CallHub applies when a message is sent to an activist.

2. Choose a different Action Network tag CallHub applies when the activist replies. In this example, a sent text tags the activist as activists, and a reply tags them as tag. 

   

Set tags for a Voice Broadcast campaign

1. In the settings of the campaign creation section, choose the Action Network tag for activists contacted by this Voice Broadcast. Pick the tag in the campaign settings. 

   

Set tags for a Call Center campaign

1. In the settings of the campaign creation section, choose the Action Network tag for activists contacted by this Call Center campaign. Call Center tags work the same way as Voice Broadcast tags.

    

Add an Action Network event to a Call Center campaign

1. In the Call Center campaign settings, add the Action Network event you imported.
2. During the campaign, a volunteer on a call can RSVP an activist for that event.

Notes & limits

ⓘ CallHub shows the reports, events, and tags from your last sync. If you create or delete reports in Action Network, click Sync to bring those changes into CallHub.

ⓘ Text Broadcast campaigns use two tags, one when a message is sent and a different one when the activist replies. Voice Broadcast and Call Center campaigns use one tag each.

✓ Name your tags for the campaign and the action, for example sept-gotv-texted and sept-gotv-replied. You will find it easier to tell your Action Network segments apart.

FAQs

Where do I find my Action Network API key? 
In Action Network, click Start Organizing, go to Details, click API & Sync, and choose your group. If you don't have a key, click Generate New Key.

Which campaigns tag activists in Action Network? 
Text Broadcast, Voice Broadcast, and Call Center campaigns. Text Broadcast tags activists when a message is sent and again when they reply.

Which phone number does CallHub use for each campaign type? 
By default, the Home Number for voice campaigns and the Mobile Number for SMS campaigns. If an activist has no phone number, CallHub can use the mobile number for voice campaigns.

What happens to my report after I import it? 
CallHub creates a contact list with the same name as the report and adds your activists as CallHub contacts.