NationBuilder integration allows you to import data from NationBuilder into CallHub and get all the results back into NationBuilder, immediately. Get RSVP's for your events, conduct your surveys, get views on your positions in real-time.

How to connect to NationBuilder in CallHub

• Click on Integrations in the Menubar. In the NationBuilder section input your nation.
• You will be redirected to a screen to input NationBuilder username and password.
• Enter the login details and click on Connect.

• For SMS campaigns, CallHub imports the "Mobile phone" of the person in NationBuilder as the primary number. If the "Mobile phone" is not present or invalid, then CallHub does not import a phone number for SMS.

• For Voice campaigns, CallHub imports the "Home phone" of the person in NationBuilder as the primary number. If the "Home Phone" is not present or invalid, then the "Mobile phone" is used as the primary number for voice calls.

• This is the default behaviour. This can be customized for your account by choosing, "Import Settings".

• You can also use the checkbox to ignore various preference of contacts set in NationBuilder. This will allow more phone numbers of people to be imported.

How to Import NationBuilder call list in CallHub

• Create a call list in NationBuilder

• Connect to NationBuilder in CallHub.
• Click on 'Select list to import' in the NationBuilder section of Integrations.
• You will be redirected to a page containing all the available call list available in NationBuilder. Use 'Refresh Now' to refresh your available call list, surveys,events,sites.
• Select the lists to be imported and click on 'Import '.

• The imported call list can be found in the PhoneBook section. Each Call list is imported as a phonebook in CallHub.

How to setup SMS campaign with NationBuilder in CallHub

• Connect to NationBuilder in CallHub.
• Go to 'New campaign' and select a 'SMS Broadcasting'.
• In the 'Message' Tab of the campaign there is an additional NationBuilder Integration section.Following are the fields in the section.
  • Contact type field - This field is list of contact type imported from NationBuilder. This field has to be selected to log data back to NationBuilder.
  • Sent Tag - This tag value will be added to all the contacts to whom message is sent.
  • Response Tag - This tag value will be added to the contact, when response is received from this contact.
  • Custom Field Slug - This field can used for custom field of the NationBuilder contacts. The text message from and to the contacts will flow to this custom field in NationBuilder.
• Select a NationBuilder list
  

• Set the information in the 'Settings' Tab and click on Finish.

• Create Trigger keyword for sms campaign. All the trigger data is also logged back into NationBuilder.

  • In the 'RSVP NationBuilder Event' section, select the appropriate nation.
  • Select the event to be rsvp to.
  • Set the different tags the contacts for different keywords.
  • Replies for keywords 'STOP', 'REMOVE' update the 'Do not call' in NationBuilder for the contact.
    
• Check the data logged back to NationBuilder.

How to setup Power campaign using NationBuilder survey in CallHub

• Connect to NationBuilder in CallHub.
• Go to 'New campaign' and select a 'Call center campaign'.
• In the 'Message' tab of campaign you can see options to import NationBuilder surveys.
  
• Click on 'Use NationBuilder Survey' to select a survey from NationBuilder. All the survey data will flow back into NationBuilder.
• Add Call disposition to the questions. The call disposition data from the campaign flows back into NationBuilder. DO_NOT_CALL, BAD_NUMBER disposition update the 'Do not call' list of NationBuilder.
  
• Select the 'Contact type' in the 'Settings' tab to enable logging in NationBuilder. If this field is not set data will not flow back into NationBuilder.
  
• Set the required dates and other setting for the campaign and click on 'Finish'.

• Assign agents to the campaign and start the campaign.

• Login as an agent to start making calls.

• Go to 'Settings' -> Apps and connect to NationBuilder. If connecting to NationBuilder using Agent NationBuilder details, then the logging for the calls by this agent will be done with agent name in NationBuilder.
• Once the calls are made and the data entered, you can see that data flow back into NationBuilder.
• Can see the response in the survey.

How to setup RSVP Power campaign using NationBuilder event in CallHub

• Connect to NationBuilder in CallHub.
• Go to 'New campaign' and select a 'Call center campaign'.
• In the 'Message' tab of campaign you can see options to 'Ask for event RSVP'.
• Click on 'Ask for Event RSVP' to select an event from NationBuilder. All the replies data will flow back into NationBuilder.
• Add Call disposition to the questions. The call disposition data from the campaign flows back into NationBuilder. DO_NOT_CALL, BAD_NUMBER disposition update the 'Do not call' list of NationBuilder.
• Select the 'Contact type' in the 'Settings' tab to enable logging in NationBuilder. If this field is not set data will not flow back into NationBuilder.
  
• Set the required dates and other setting for the campaign and click on 'Finish'.

• Assign agents to the campaign and start the campaign.

• Login as an agent to start making calls.

• Go to 'Settings' -> Apps and connect to NationBuilder. If connecting to NationBuilder using Agent NationBuilder details, then the logging for the calls by this agent will be done with agent name in NationBuilder.
• Once the calls are made and the data entered, you can see that data flow back into NationBuilder.
  
• Contact opting for 'Do not call'