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Data
Activist record
VIDEO TUTORIAL: Activists
Viewing and editing an activist's record
Adding activists manually to your list
Refunding or regenerating receipts for donations or ticket purchases
Viewing, updating, and cancelling an activist's recurring donation
Manually adding or editing transactions
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Uploads
Uploading a new email or mobile list
Uploading ID Targets
VIDEO TUTORIAL: Uploading a new email list
VIDEO TUTORIAL: Uploading transactions
VIDEO TUTORIAL: Uploading by Unique ID
VIDEO TUTORIAL: Advanced Uploads
See all 17 articles
Reports
Exporting reports directly into Google Sheets
VIDEO TUTORIAL: Reports
Creating and targeting reports
Choosing the data to pull for reports
Viewing and downloading reports
Setting up recurring reports
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Questions, core fields, and custom fields
Cleaning up your data in Action Network
Using Action only fields
What are questions and how do they relate to custom fields?
Viewing and managing questions and custom fields
Adding and editing questions
Adding questions to forms
See all 13 articles
Tags
Using tags
VIDEO TUTORIAL: Tags
Source codes
Using source codes
Passing source code through thank you redirects
Referrer codes
How can I work with another organizer on the Action Network?
Referrer codes and working together and sharing emails with others
Additional sponsors
Adding and managing multiple additional sponsors
Additional sponsor statistics and limits
Additional sponsorship modes and data sharing
Step-by-step guide for additional co-sponsors
Queries
Example Query: 30 Day Actives
Creating and editing queries
Setting query logic and parameters
Selecting queries when targeting mass emails and reports
VIDEO TUTORIAL: Queries
Personalization Datasets
Using a personalization dataset in emails and mobile messages
Uploading a new personalization dataset
What are personalization datasets and how do they work?
SQL mirror
SQL Getting Started Guide
Files
Accessing your, another organizer's, or a group's file repository
Navigating a file repository
Downloading files
Getting links to files and folders
Searching for files
Uploading files
See all 10 articles