How-to guides
Practical guides for specific SupporterBase tasks
These guides cover specific tasks and features in SupporterBase. Each one focuses on a single topic with step-by-step instructions.
Account & Security
Log in and change your password
Access your account, reset or change your password.
Set up two-factor authentication
Enable 2FA to secure your SupporterBase account.
Managing Supporters
Add new supporters
Add supporters to your group manually or in bulk.
Export supporters for a group
Filter and export a group's supporters as a PDF or CSV, and control who can export.
Manage volunteer leaders
Assign and manage captains and vice-captains for your groups.
Welcome new sign-ups
Set up and customise welcome flows for new supporters.
Communication & Outreach
Set up and manage call lists
Create call lists, make calls, and log outcomes.
Run and manage calling sessions
Work the queue, skip and prioritise supporters, and manage cycles.
Manage the SMS and email inbox
View and respond to incoming messages from supporters.
Send blasts to event RSVPs outside your group
Reach supporters who RSVP'd to your event but aren't in your group.
Events & Features
Weekly new group members digest
Turn on the weekly digest email, see what it contains, and check who receives it
Rostering
Build a roster of shifts, fill it with volunteers, and publish it.
Import events in bulk
Upload a CSV to create many events and their shifts at once.
Reconnect your NationBuilder nation
Restore syncing when the NationBuilder connection warning appears.
Set up event types
Define the kinds of event your group runs, with their own tags and autoresponder.
Limit how many people can RSVP
Cap an event so it stops accepting sign-ups once it is full.
Tag your group leaders automatically
Keep captains and vice-captains tagged without maintaining the list by hand.
Use filtering tools
Segment supporters with levels of engagement, tags, and advanced filters.
Configure public pages
Set up and customise public-facing group and event pages.