Training Hub


Setting up your New/Mode account

In your New/Mode Dashboard, select Create a Service.


Associate your New/Mode account with your NationBuilder site.


In your New/Mode Dashboard, select Create a Campaign.

Creating a New/Mode type action


Create a New/Mode tool entirely.


Go to Edit > Basic configuration. In the CRM Service dropdown, choose your NationBuilder site.


Press Save & Next.


In the Tag Your Actions field, write the name of your action (for example, “Ask Your Representatives to Support Affordable Healthcare”). Copy this name and paste it in a separate text file.


Press Save & Next.


Go to View > Embed code. Copy this code and paste it in a separate text file.


Go to your NationBuilder MAC site.


Create a new subpage under a week page. Give it a unique Name. Keep in mind no two actions can be called the same. This name will be visible to users as the main title of the action.


Choose the Basic page type. Press Create Page pasting the name you filled in in the tags section of New/Mode.


In the Excerpt, paste the embed code you copied from New/Mode. Press Save content.


Go to Settings > Page settings. In the Headline field, you can add a header title. This will be visible when users open the action.


In the Tags field, add one or more interests. This will determine whether it appears the user’s dashboard, according to the interests the user selected when he or she signed up. These tags should have the exact same name as your site’s Interests. To make the action show to all users, tag the action as Everyone.


After the interests, add New Mode to the tags.


In the Status menu, choose published. Save the page.


Creating a New/Mode type action checklist

1. Is it a subpage under the week page?
2. Does it have a unique Name?
3. Does it have a description under the Title field?
4. Is it tagged with one or more interests, or with Everyone?
5. Does the action tag users who completed it with its Name?