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Video tutorials

We've developed some video tutorials to help you get the most out of your SupporterBase.

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How-to guides

  • Domain settings

  • Domain settings

    Updating your Domain Settings is a crucial step in setting up your SupporterBase, as it allows you to:

    • Translate a domain name into an IP address
    • Determine the domain used for the reply-to email on outgoing emails
  • Updating your user profile

  • Updating your user profile

    Each SupporterBase user has their own profile page. In this personal profile section you can:

    • Change your password
    • View your current accesses
    • Update your contact details
    • Configure two-factor authentication
    • Choose whether you want to receive email notifications
  • Updating your user profile
  • Adding users

  • Adding users

    Managing leaders within SupporterBase - Admins, Captains and Vice-Captains - is an important part of ensuring your distributed organising strategy runs smoothly. In this video, you will learn how to:

    • View and invite new Admins, Captains and Vice-Captains
    • Approve new Captains and Vice-Captains
  • Configuring mailer settings

  • Configuring mailer settings

    Within SupporterBase there are a range of automatic email messages generated through completing an action. Some of the mailer settings that can be configured include:

    • Approval emails sent to Admins when new Captains or Vice-Captains are added
    • Approval emails sent when new events, emails or SMS blasts are created
    • Approval emails sent when a request is made to remove a supporter from a group
    • Confirmation emails sent to hosts when they create a new event
  • Configuring mailer settings
  • Creating groups

  • Creating groups

    Only Admins have the ability to create new supporter groups. It’s a super simple and easy process! Watch this video to learn how.

  • Adding supporters to groups

  • Adding Supporters to groups

    Explore the four different ways to add supporters to your group:

    • Directly within the SupporterBase interface
    • When supporters sign up to join a group via its public page
    • When a tag is added to a supporter in the NationBuilder backend (either manually or via an auto-tagging filter)
    • Via the bulk import process
  • Adding supporters to groups
  • Imports troubleshooting

  • Imports troubleshooting

    We’ll run you through some different things to consider if you’re having trouble using the imports function within the interface. This includes:

    • Data cleansing
    • Using the correct file type
  • Captains and Vice-Captains viewing group pages

  • Captains and Vice-Captains viewing group pages

    Captains and Vice-Captains are able to view and manage the relevant supporter groups they’ve been assigned to via a simple dashboard, with key features including:

    • A high level overview of the group’s information
    • Group analytics
    • Supporter profiles
    • 1:1 communication tools
  • Captains and Vice-Captains viewing group pages
  • Tag filters and levels of engagement

  • Tag filters and levels of engagement

    • Tag filters can be used in a way that is similar to how you may use tags in NationBuilder. For example, you may use tag filters to identify which supporters belong to which group, what their key interests are, what core actions they have taken etc.
    • Levels of engagement generally refer to the different levels of commitment you find among your supporter community. Every organisation categorises their levels of engagement slightly differently, so that is why these are customisable in SupporterBase.
  • Sending bulk communications

  • Sending bulk communications

    SupporterBase enables you to easily send out bulk communications to your group members via:

    • Email Blasts
    • SMS Blasts
    • Call lists
  • Sending bulk communications
  • Formatting emails

  • Formatting emails

    Explore the different formatting tools available to you when crafting emails, so you can:

    • Make your emails more engaging for supporters
    • Break up emails with long sections of text
  • Approvals process

  • Approvals process

    Pending Approvals is a feature in SupporterBase where Admins and group leaders can see, review and approve:

    • Draft events
    • Draft SMS and Email blasts
    • Group member removals
    • The addition of new Captains and Vice-Captains
  • Approvals process
  • Call lists

  • Call lists

    Call lists are a handy and efficient way of calling multiple supporters at once. Using the call lists feature, Admins, Captains and Vice-Captains can:

    • Create and edit call lists
    • Split call lists, dividing calls among different leaders
    • Log the details of contact for each call and move seamlessly from one call to the next
    • Add supporters to call lists, individually by name, or in bulk, based on filters, level of engagement or event RSVP status
    • Filter supporters on your call list by contact status (ie “Successfully contacted” or “Not yet contacted”)
    • Use parameters to prevent supporters from being called too often
  • Creating events

  • Creating events

    Whether you’re looking to plan meetings, rallies or bigger events, you can easily rally the troops with our handy events feature! In this video, you will learn how to:

    • Create, view and edit events
  • Creating events
  • Managing events

  • Managing events

    SupporterBase enables Admins, Captains and Vice-Captains to manage events for their supporter group(s). Users can:

    • Add RSVPs to events
    • Print RSVP lists
    • Mark RSVPs as having attended an event
    • Target email and SMS blasts to event RSVPs and attendees
    • Unpublish events
  • Viewing and managing inboxes

  • Viewing and managing inboxes

    Build and maintain strong connections with your supporters by managing SMS and email inboxes across your SupporterBase. Within the various inboxes, you can:

    • View all threads
    • Reply to a thread
    • Mark threads as ‘responded’ or ‘awaiting response’
    • RSVP the supporter to an event from inside a thread
    • Update the supporter’s contact preferences from within the thread
  • Viewing and managing inboxes
  • Captain and Vice-Captain level analytics

  • Captain and Vice-Captain level analytics

    Review insightful data around your groups’ activities such as:

    • The number of calls, SMS and emails sent within a set period
    • The number of supporters and new supporters in your group
    • How your group is composed in terms of levels of engagement
  • Seeking help and support

  • Seeking help and support

    Learn how to navigate to the Help section of your SupporterBase platform, where you can find links to:

    • Support guides and video tutorials
    • FAQs
    • Retake a tour of the platform
    • Send our team a support request directly
  • Seeking help and support

Domain settings

Updating your user profile

Adding users

Configuring mailer settings

Creating groups

Adding Supporters to groups

Imports troubleshooting

Captains and Vice-Captains viewing group pages

Tag filters and levels of engagement

Sending bulk communications

Formatting emails

Approvals process

Call lists

Creating events

Managing events

Viewing and managing inboxes

Captain and Vice-Captain level analytics

Seeking help and support