ActBlue Field Tools (formerly Impactive by ActBlue)
Support guides for ActBlue Field Tools (formerly Impactive by ActBlue).
Getting Started
Contacts
- Importing Contacts
- Segmenting Contacts with Filters
- Special Contact Attributes for Segmentation and Analysis
- Importing User Assignments for Contacts
- Why aren't volunteers' personal contacts showing up in the Contacts tab?
- How can we update contact data?
- How can we add a tag or custom field to a contact?
- How can I ensure my contacts are opted-in to receive broadcasts?
- Our CSV/TXT contact list is not importing.
- Our contact list from VAN/EveryAction doesn't include the data we expect.
- We're trying to reassign contacts, but a user's name isn't showing up in the drop-down.
Users
- Managing Users
- Adding Users to ActBlue Field Tools
- Setting User Roles and Permissions
- Creating and Managing Teams
- Teams: Frequently Asked Questions
- Can a user join a team and the campaign simultaneously?
- Engage Overview
- Strategy Tips: Ways to Encourage User Engagement
- How can a user add their first/last name to their account?
- What are the point values of volunteer actions?
- Can users use ActBlue Field Tools in Spanish?
Data and Integrations
- Setting Up Integrations
- Setting Up ActBlue Integration
- Integrations FAQ
- Salsa Labs Integration
- What do I do if my NGP VAN integration has failed?
- Data on ActBlue Field Tools: Overview
- Export Database Guide
- Data Reporting
- Setting up Automated Texting (Automated Keyword Opt-In Flows) for Broadcast Texting
- Setting Up Branched Response Flows for Broadcast Texting
- Reporting: Glossary and Key Terms for Admin Metrics
- Previous Reporting (Legacy)
- Custom Fields: Creating and Managing
- Coordinated Campaigns
- Tags: Creating and Managing
- Trackable Links
- Leveraging Folders
Training Volunteers
- Volunteer Training Deck: Peer-to-Peer Texting
- Volunteer Training Deck: Assigned List Canvassing
- Volunteer Training Deck: Shared List Canvassing
- Volunteer Training Deck: Friends and Family Messaging (Relational Organizing)
- Volunteer Training Deck: Phone Banking
- Volunteer Training Deck: Patch-Through Phone Banking
- Getting Started on ActBlue Field Tools for Mobile
- Getting Started on ActBlue Field Tools for Web
- FAQ: Login - How to log into ActBlue Field Tools as a Volunteer
- Syncing Personal Contacts
- Volunteer Walkthrough: Assigned List Canvassing
- Volunteer Walkthrough: Phone Banking on Web
- Volunteer Walkthrough: Phone Banking on Mobile
- Volunteer Walkthrough: Peer-to-Peer Texting
- Volunteer Walkthrough: Shared List Canvassing
- Volunteer Walkthrough: Friend to Friend Messaging
- The "Add Report" Function in the ActBlue Field Tools Inbox
Texting (Peer-to-Peer, Broadcast, and Automated)
- Setting Up a Peer-to-Peer Texting Action
- Setting Up a Broadcast Text
- Setting Up Automated Texting
- Writing Initial Scripts
- Writing Response Scripts
- Using Dynamic Variables in Texting Scripts
- Tracking Texting Results
- Monitoring Text Conversations with Conversations View
- Reassigning Texting Conversations to Different Users
- Managing Texting Opt-Outs
- Interpreting Texting Error Codes
- Archiving in the Web Inbox
- Submitting Texting Registration (10DLC)
- Texting Script Compliance Requirements
- Obtaining a New Campaign Verify Token
- What does "the campaign is not allowing texting at this time" mean?
- We received a message that our texting action is encountering errors. What do we do?
- What are ActBlue Field Tools safeguards?
- What does Needs Attention mean?
- How can we estimate the cost of a texting action?
- Which phone number will send my peer-to-peer or broadcast texts?
- Does ActBlue Field Tools filter out profanity in contacts' responses?
- Can we use a short code or toll-free number for texting?
- I see that my text received responses, but I don't have any threads in my inbox. Where are my replies?
- Can I send a test text?
- Do we have to register for 10DLC?
- Is texting registration the same as Campaign Verify?
- We've already registered with another vendor. Do we need to register again?
Phone Banking
- Setting Up a Phone Banking Action
- Setting Up a Patch-Through Phone Banking Action
- Using Dynamic Variables in Phone Banking Scripts
- Tracking Phone Banking Results
- Sending Follow-Up Texts After Phone Bank Calls
- What does "administrators have not started this phone bank yet" mean?
- What's the difference between predictive and manual phone banking?
- How do we redial from a phone bank?
- A volunteer isn't receiving the call to join the phone bank.
Friends and Family Messaging (Relational)
Canvassing
Voter Registration
- Setting Up a Voter Registration Action
- Participating in a Voter Registration Action
- Running an Incentivized Voter Registration Campaign with Referral Links
- Creating Team-Specific Voter Registration Landing Pages
- Is there a Spanish version of voter registration?
- Does ActBlue Field Tools provide the national voter file that is used in voter registration lookup?
Forms
Other Actions (Social Sharing, Open Webpage)
Best Practices & Ideas
Billing & Account Management FAQs
- Leveraging the Billing Page
- How can we change the credit card on file?
- We're on auto-billing, and we'd like to be invoiced manually. Can we make that happen?
- We're invoiced manually, and we'd like to move to auto-billing. Can we make that happen?
- We have unusual billing needs (splitting invoices for compliance, billing affiliates separately, etc). Can you accommodate that?
- How can we cancel our ActBlue Field Tools account?
- How can we create a new ActBlue Field Tools account?
Frequently Asked Questions
- Can we use ActBlue Field Tools if we use another vendor for texting or calling?
- We were previously clients and are now re-activating. Should we use the same campaign or a new one?
- What is ActBlue Field Tools, and How Does it Work?
- How does ActBlue Field Tools use my data?
- How does the voter matching algorithm work?
- Can we get a white-labeled app for our organization?