Campaigner's GuideΒΆ
ActionKit is a complete toolset for online organizing, advocacy and fundraising. Most functionality is accessible through the admin UI. This guide outlines things you can do from the Admin Interface, broken down by sections corresponding to the Tabs in the admin and by topic.
Throughout this guide we use specific terminology to refer to attributes of the software. The basics are described below.
Pages are where your users take an action like donating or signing a petition. Users are email addresses. Every time a user submits on a page an Action is recorded. By default, actions subscribe users to the Mailing List associated with the page (if they aren't already subscribed). Only Subscribed Users can be emailed a Mailing through the mailer. Users who land on a page by following the link in a mailing are treated as Recognized Users by default, meaning they only need to enter required information that isn't in your database.
The Reports Tab provides tools for accessing and analyzing your data. Staff users are people you have given access to the admin or the API.
You can find a detailed Table of Contents for the entire guide below.
- Pages Tab
- What Is A Page?
- What Are The Page Types?
- How Do Pages Work?
- How do I add a Page?
- Managing Your Pages
- Shared Features
- Confirmation Email
- Content
- File Attachments
- GDPR Compliance
- Goal
- History
- Host Outside ActionKit
- Language
- List
- Member Actions
- Model Page
- Multilingual Campaign
- Multiple Responses
- Notes
- Notification Emails
- Page Fields
- Recognize Users
- Redirect URL
- Sharing
- Short Name
- Snippets And Pages
- Spam Checking
- Tags
- Targets
- Tell-a-friend
- Templateset
- Title
- User Form Fields
- Page Type Specific
- One-click (Petition)
- Signature Deliveries (Petition & Letter)
- Fallback Page (Call)
- Whipcount Responses (Whipcount)
- Whipcount Redirect URL (Whipcount)
- User Signature Template (LTE)
- Newspaper Types & Phone Numbers (LTE)
- Display Phone Numbers (LTE)
- LTE User Form Fields (LTE)
- Canned Letters (LTE)
- Question Builder (Survey)
- Minimum Amount (Donation)
- Payment Accounts (Donation)
- PayPal (Donation)
- Suggested Ask Formula (Donation)
- Allow International Addresses (Donation)
- Accept ACH Payments (Donation)
- Accept Foreign Currencies (Donation)
- Products (Donation)
- Candidate Donations (Donation)
- Fraud Filters (Donation)
- Donation User Form (Donation)
- Amount Options (Donation)
- Recurring Donations (Donation)
- Default Page (Unsubscribe)
- Data and Reports
- QA Your Page
- Page Tools
- A/B Page Tests
- How Tests Work
- Adding A New Test
- The Test Dashboard Screen
- Starting and Ending Tests
- Viewing Test Statistics
- Multiple Pages In A Test
- Multiple Tests On A Page
- Testing Page Layout Changes With Custom Fields
- Accessing Test Information Via Templates
- Accessing Test Information Via JavaScript
- Running Tests on Pages Hosted Outside of ActionKit
- Prefill Settings
- Event Campaigns
- Compare Pages
- Templatesets
- Templateset Fields
- Manage Library
- Legislative Targets
- International Targets
- Custom Targets
- Custom Boundaries
- Delivery Jobs
- Print Templates
- Languages
- Multilingual Campaigns
- Products
- Candidates
- Suggested Ask Rules
- Account Tools
- Notification emails
- Fraud Filters
- Tags
- User Groups
- Page Fields
- AJAX Signup Widget
- LTE Signature Template
- Spam Check Log
- Captcha Tests
- Push API
- A/B Page Tests
- Mailings Tab
- Mailing Tools
- Browse All
- Advanced Search
- Search Queries
- Create New Draft
- Draft From Model
- Create Model
- A/B Test Groups
- Compare Mailings
- Email Wrappers
- Mailing Templates
- Library
- From Lines
- Domains
- Short Links
- Mailing Haiku
- Mailing Lists
- Tags
- Custom Mailing Fields
- Merge Files
- Re-Engagement List
- Blackholing Email
- Recurring Series
- Mailing Jobs
- Texts Tab
- Reports Tab
- Users Tab
- Staff Tab
- Site Configuration
- Your Settings
- Announcements
- Recent Logins
- Organization-wide Configuration Options
- Admin Settings
- Donation Settings
- Integration Settings
- Contact Settings
- Security Settings
- Special Reports
- Mailer Settings
- Page Settings
- ActBlue Webhook
- Communicating With Congress
- Cross-Origin Resource Sharing (CORS) Settings
- Privacy Records
- Reports
- Support Form Default CC Email(s)
- User Merge
- Prefill Settings
- Spam Settings
- Scorepool Signup
- Admin Shared Features
- Events
- Event Campaigns
- Create Your Event Pages
- Uploading Events
- Managing Events
- Event Moderation
- Event Mailings
- Custom Emails
- Event Reports
- International & Multilingual Events
- Online and Virtual Events
- Event Organizing And Logistics
- Fundraising
- Fundraising in ActionKit
- ActBlue
- Merchant Vendors
- Donation Page Settings
- Minimum Amount (Donation)
- Payment Accounts (Donation)
- PayPal (Donation)
- Suggested Ask Formula (Donation)
- Allow International Addresses (Donation)
- Accept ACH Payments (Donation)
- Accept Foreign Currencies (Donation)
- Products (Donation)
- Candidate Donations (Donation)
- Fraud Filters (Donation)
- Donation User Form (Donation)
- Amount Options (Donation)
- Recurring Donations (Donation)
- Donation Page Tools
- PayPal
- ACH Direct Debit
- Importing Donations
- Accepting Donations In Multiple Currencies
- Donation Processing And Data Capture
- Imports
- Languages And Multilingual Campaigns
- Reports Reference
- Key Reports
- Key Report Previews
- 24 Hour Mailing Response Dashboard
- Action Rates: Your Monthly Progress Report
- Amounts Raised by Source (ROI)
- Call Page Dashboard
- Daily Overview Dashboard
- Fundraising Campaigns: Your Progress Report
- List Growth: Your Monthly Progress Report
- List Stats
- List Stats mini
- Page Drilldown Dashboard
- Per-send Recurring Mailing Statistics
- Recurring Donations Summary Charts
- Recurring Donations Summary Dashboard
- Recurring Mailing Clicks Breakdown
- Recurring Mailing Subject Test Results
- Recurring Series Statistics
- Rolling 12 Month Email Performance Rates
- Share Stats for Date Range
- Share Stats for Page
- Visualizing Your Base
- Your Progress
- Built-In Reports Reference
- Built-In Query Builder Reports Reference
- Active Events Last Month
- Active Recurring Donors
- At Least X Actions In Past Y Days
- Campaign Event RSVPs
- Custom Action Field Actions on X Page
- Custom Action Fields on X Page
- Donations Exceeding N Amount in the Last Week
- Donors' Cards Recently Failed
- Failed Donations in the Last Week
- Last Month's Donors
- Lifetime Donors Over N Amount
- Mailable Users Grouped By State/Region/Country
- Mailable Users by Congressional District
- Mailings Sent Today
- Media Contacts near Zip Code
- New User Count from Pages Tagged X
- Open Rate by Domain for Given Mailing
- Popular Reports
- Range of Donations in the Last Year
- Recurring Donations By Frequency
- SQL Search in Query Report
- Staff Accounts With Last Login
- Successful Donations in the Last Week
- Top 20 Action Sources in the Last Week
- Top 20 Pages in the Last Week
- Top 20 Pages w/ New User Signups
- Top 20 Sources For a Page
- Top 20 Sources for Pages in the Last Week
- Top-Selling Products in the Last Year
- Traffic Last Month From Mobile Devices
- Unsubscribes Per Week in the Last Year
- Upcoming Event Host Contacts
- Users Subscribed by X Page
- Built-In SQL Query Reports Reference
- # of Donations
- (Mailing) Gifts
- (Mailing) Monthly Revenue
- (Mailing) Page Clicks
- (Mailing) Pledges
- (Mailing) Revenue
- (Monthly) Actions
- (Monthly) Bounces
- (Monthly) Emails
- (Monthly) List Size
- (Monthly) Mailings
- (Monthly) New Users
- (Monthly) One-Time Donations
- (Monthly) Unsubs
- (Page) Gifts
- (Page) Gifts by Source
- (Page) Monthly Revenue
- (Page) Monthly Revenue by Source
- (Page) Pledges
- (Page) Pledges by Source
- (Page) Revenue
- (Page) Revenue by Source
- Action Details (All)
- Action Details (Recent)
- Action rate (weekly)
- Action takers for a page
- Action Takers by Jurisdiction for X Page
- Actions by Month Chart
- Actions taken
- Actions taken (main list)
- Actions taken (weekly list)
- Actions taken, all-time
- Activity Rate by Last Previous Action
- Amounts Raised by Source
- Attendees of upcoming events
- Average Donation
- Basic Product Report
- Calls by State Chart
- Calls Made by Target
- Candidate Donors
- Click on Page but no Action
- Click rate (weekly)
- Clickers for a mailing
- Comments by Page
- Confirmation Mailing Clickers
- Confirmation Mailing Openers
- Confirmation Mailing Performance
- Count clicks by page
- Custom Action Fields by Page and Usage
- Dollars raised (all time)
- Dollars raised (all time) (including dollars from recurring donations)
- Dollars raised (weekly)
- Dollars raised (weekly) (including recurring donations)
- Donations by Candidate
- Donations Details
- Donors whose cards expire next month
- Donors whose cards recently failed
- Email Productivity By Week
- Event Count by City
- Event Count by Date
- Event Count by Signups
- Event Count by States
- Events: Events With Few RSVPs
- Events: List of Almost Full Events
- Expected Monthly Dollars from Recurring Donations
- Hosts of upcoming events
- Lost users bounces
- Lost users bounces Spec list
- Lost users bounces Std list
- LTE Basic: Average Letters per User
- LTE Basic: Letters Submitted by State
- LTE Basic: Letters Submitted per Newspaper
- LTE Basic: Letters Submitted by Newspaper Type
- LTE Basic: Total Letters Submitted
- LTE Basic: Total Users Submitting Letters
- Mailable US Users
- Mailable US Users, Special List
- Mailable US Users, Standard List
- Mailable Users
- Mailable Users, Special List
- Mailable Users, Standard List
- Mailing openers
- Mailing Response: Mailing IDs
- Mailing Response: Mailing Rates
- Mailing Response: Mailing Stats
- Mailing sent count
- Major Donors
- Month's Actions
- Month's Bounces
- Month's Clicks
- Month's Complaints
- Month's Opens
- Month's Sent Email
- Month's Unsubscribes
- New Users
- New Users by Month
- New Users from Page
- New Users, from actions
- New Users, imported
- New Users, Spec List
- New Users, Std List
- New-to-database users
- New-to-list users
- Notification Mailing Performance
- Open rate (weekly)
- Open rate by Mailbox Provider (daily)
- Overview: Actions
- Overview: Mailed
- Overview: Mailing Stats
- Overview: Recurring Donations
- Overview: Top 10 Sources
- Overview: Top 20 Action Pages
- Page: Action Notification Mailing Stats
- Page: Confirmation Mailing Stats
- Page: Donations Totals
- Page: Mailed
- Page: Rates per Mailed
- Page: Rates per Mailed for Donation Pages
- Page: Recurring Donations Created
- Page: Related Mailing Stats
- Page: Signers and Subs
- Page: Source Info
- Page: Unsubs from Mailings Count
- People who recently received a recurring series
- Product Fulfillment Report
- Pull current time
- Recent Donors
- Recent Donors (Last N Days)
- Recent Mail Actions
- Recent Mail Clickers
- Recent Mail Openers
- Recent New Users (Last N Days)
- Recurring mailing clicks breakdown
- Recurring mailing subject test results
- Recurring Donation Dollars By Month
- Recurring Donation Totals for month and year to date
- Recurring Donations Monthly Report
- Recurring Donations with About to Expire Credit Cards
- Recurring Donations: active profiles by month since last year
- Recurring Donations: active recurring profiles
- Recurring Donations: cancelled profiles by month since last year
- Recurring Donations: cards expiring next month
- Recurring Donations: failed payments by month since last year
- Recurring Donations: Inactive profiles in a date range
- Recurring Donations: Missed payments in a date range
- Recurring Donations: new profiles by month since last year
- Recurring Donations: next month totals for active profiles and expiring cards
- Recurring Donations: payments by month since last year
- Recurring Donations: successful payments in a date range
- Recurring Donations: summary stats
- Recurring Donations: Top 10 mailings YTD
- Recurring Donations: Top 10 pages YTD
- Recurring Donations: Top 10 sources YTD
- Re-engagement Activity By Date
- Share Stats By Date for Date Range
- Share Stats By Generation for Date Range
- Share Stats By Page for Date Range
- Share Stats By Type for Date Range
- Share Stats By User for Date Range
- Share Totals for Date Range
- Share Stats By Date for Page
- Share Stats By Generation for Page
- Share Stats By Type for Page
- Share Stats By User for Page
- Share Totals for Page
- Sleep 7 seconds
- SQL: Per-send recurring mailing statistics
- SQL: Recurring series statistics
- Steady Users (Actions on N or More Days)
- Subscribed Count History
- Super Actives
- Survey Respondents by Question
- Tell-a-Friend Mailing Perfomance
- Top Superconnector Referrers
- Total Dollars Paid from Recurring Donations
- Total Raised in the Last Week
- Total Subscribed and Disengaged Users
- Transactional Mailing Performance
- Unsubscribe Reasons
- US Users
- US Users, Special List
- US Users, Standard List
- User phones, by zip radius
- Users by Source
- Mailing A/B Test Variation Recipients
- Users by UserField Value
- Users taking action
- Users taking action (main)
- Users taking action (weekly)
- Users unsubscribed
- Users unsubscribed main list
- Users unsubscribed spec list
- Users w/ 1 action in last year
- Users w/ 1 Action last 90 days
- Users w/ 1 Action last 90 days (main)
- Users w/ 1 Action last 90 days (weekly)
- Users w/ 1 Action last year
- Users w/ 1 Action last year (main list)
- Users w/ 1 Action last year (special list)
- Users w/ 3 Actions in last 90 days
- Users w/ 3 Actions in last 90 days (main)
- Users w/ 3 Actions in last 90 days (weekly)
- Users w/ 3 Actions in last year
- Users w/ 3 Actions last year (main list)
- Users w/ 3 Actions last year (spec list)
- Users who Clicked Mailing
- Users who Opened Mailing
- Visualize Recent Actions by State
- Visualize Users by City
- Visualize Users by Source
- Visualize Users by State
- Weekly slice of list
- Built-In Dashboard Reports Reference
- 24 Hour Mailing Response Dashboard
- Action Rates: Your Monthly Progress Report
- Amounts Raised by Source (ROI) Dashboard
- Call Page Dashboard
- Daily Open Rate by Mailbox Provider
- Daily Overview Dashboard
- Event Report
- Fundraising Campaigns: Your Progress Report
- List Growth: Your Monthly Progress Report
- List Stats
- list stats mini
- LTE Downloads
- LTE Basic Dashboard
- One-line Mailing stats
- Page Drilldown Dashboard
- Page mini-dashboard
- Per-send recurring mailing statistics
- Recurring Donations Report
- Recurring donations summary charts
- Recurring donations summary dashboard
- Recurring series statistics
- Rolling 12 Month Email Performance Rates
- Share Stats for Date Range
- Share Stats for Page
- Subscribed Users History Dashboard
- Visualizing Your Base
- Your Progress
- Built-In Query Templates Reference
- Download Actions
- Query Builder SQL
- Built-In Query Builder Reports Reference
- Custom SQL
- SQL
- Defining Input Parameters
- Incremental Queries
- Time Zone Adjustments
- Using Comments
- Sample Queries
- Retrieving Users Within A Radius
- Users Near A Campaign's Events
- Count of New Users From A Page With More Than 3 Actions In The Last Month
- Displaying Multiple Custom User Field Values
- Recurring Profile Donations
- Recently Canceled Recurring Donations
- Product Order Info
- User Donation Summary Box
- Report List By Tag
- Actions, New Users, And Unsubscribes With Mailing Source In Last Week
- Finding Inactive Users
- Query Builder
- Query Builder SQL Reference
- Signature Delivery
- Sources
- GDPR Compliance
- Salesforce Sync
- EveryAction Sync (beta)
- EveryAction Customization
- Setup in EveryAction
- Setup in ActionKit
- ScorePool