Activist Management
How Do I Update A Member's Contact Details?
Members are able to update their details via the Member's Site, which will update the information shown in Action Network, almost instantly. However we recognise that not all members will be able to, or want to update their details via the Member's ...
How To Merge Duplicate Activists In Action Network
You've no doubt come across more than one record for some Activists. This is unfortunately unavoidable. Activists on occasion will complete an Action with a new email address, rather than updating the email address already associated with their ...
Why Do Some Activists Have Duplicate Records In Action Network?
You may have been frustrated to find that some Activists have more than one record in Action Network. There are a few reasons for this, some are by design and others are a results of changes made by admins or actions taken by activists. Here we'll ...
How Do I Find Members Without Email Addresses?
Members who haven't provided an email address are added to Action Network in the same way as all other members. They're given a false email address which starts with their Chargebee ID, and have been assigned to one of two email domains- gpew.org.uk ...
What's The Difference Between Supporters, Friends, and Members?
Within the Green Party of England and Wales you may hear different names for groups of Activists. When using the Digital Support Site, these Activist types will be referenced and so it's useful to understand how they are categorised. Some local ...
Why Do Some Activists Have No Date Of Birth Populated?
You may have noticed that some Activist Records have no Date of Birth value. This isn't an error, and there are different reasons depending on whether they are a Member, Supporter or Friend. Members With No Date of Birth The capture of date of birth ...
How Do I Notify The Party That A Member Has Passed Away?
If you are made aware that a member of the party has passed away you should notify the Membership Team, by contacting them at members@greenparty.org.uk. It is not possible to record a Member as deceased from within Action Network. Although you can ...
Removing Activists From Your List
You'll likely have a number of Activists on your list who you have no plans to engage. It's possible to remove these people from your list entirely if you need to. Although you may need to keep hold of data on previous donors, there's no benefit or ...
How To Use The Main Activist Search To Find Activists
Within Action Network there are two Activist Search functions. In this guide we'll cover the Activist Search found under the People menu, which we refer to as the "main" Activist Search, as it's the one that most administrators will use most. To find ...
Why Are There Two Activist Searches In Action Network, And How Are They Different?
A common cause of confusion within Action Network is the presence of two separate Activist Searches, which each serve different purposes and function in different ways. In this guide we'll explain the difference between the two functions. People: ...
How Can I Add Supporters To Action Network In Bulk?
If you've captured consent from supporters to receive emails from your local party or group you can request that these activists are added to your email list by contacting the Digital Support Team. Before You Start Before preparing a list of ...
Why Do Some Activist Records Have US Look-Up Values Displayed?
You may have come across an Activist Record or two and been left scratching your head as to why they have a UK address, but seemingly random US lookup data- such as Congressional District. This is nothing to worry about, and doesn't affect the rest ...
Why Do Some Current Members Have Membership_End_Date Values That Are In The Past?
We're aware that for a small number of members the Membership_End_Date isn't being updated when their monthly payment is collected. This only affects members whose Membership_Status hasn't changed, and so you may come across members with a ...
Tips On Tag & Field Management
Action Network Tags and Custom Fields are great for capturing and storing information on our members and supporters, but things can quickly get messy if we don't follow best practice for maintaining our Tags and Custom Fields, and the data held ...
Tagging Multiple Activists Via Upload
Uploads allow for mass changes to be made to Activist Records. Before completing an Upload you should check you are confident in what you are doing. Incorrect settings when using Uploads could result in serious data integrity issues, could result in ...
Removing A Tag From All Activists
Removing Tags from all Activists is easy, but is irreversible. You won't be prompted to confirm your choice, so take care to choose the correct Tag, and make sure you're happy to remove the Tag from everyone. How To Remove A Tag From All Activists 1. ...
How To Remove A Local Or Regional Party Officer
Currently only Local or Regional Party Officers can be updated using this process. Liberation, or other self-organised Groups do not need to follow this process to remove an officer. How Do I Remove An Officer? 1. You'll need to be logged in to the ...
How To Add A Local Or Regional Party Officer
Why Do I Need To Register Committee Members & Other Party Officers? Maintaining an up to date register of all party officers helps support the smooth management of the party. It ensures we have contact details for local and regional party officers ...
Removing Custom Fields & Questions
Removing data from Custom Fields & Questions is irreversible. Please ensure you have no need for the data before proceeding. You're unable to delete fields in bulk that are syndicated from the national party but can do so from the Activist Record so ...
What To Do If You Can't Find An Activist in Action Network
If you become aware of an activist who should be appearing within your local party in Action Network, but are unable to locate them there's a quick solution. Follow these steps to add the activist manually, but always raise a support ticket so that ...
Creating Tags in Action Network
What are Tags? Tags are an incredibly valuable and versatile tool for membership management. They are a useful way of adding a certain attribute to an activist record. They are easy to add or remove, and so are a great way of adding a status to a ...
Understanding the Membership_Status Field
The Membership_Status field enables Action Network admins to identify which of their members is eligible to take part in internal elections. It also enables admins to identify where activists are in their membership journey which can help with ...
Which Custom Fields Are Synced From GPEW Centrally To Action Network?
The Green Party uses several systems centrally and information is shared between these systems through various means, and not all information is shared across all systems. In this guide we'll go through the fields that are currently synced to Action ...