Log contact #
On the profile page, you will find a button located at the bottom right of the page. Clicking on 
this button will open a dialog box as shown in the snapshot below.
Next, you need to select ‘Log Contact’ option from the popup menu. When you click on ‘Log Contact,’ you will navigate to log contact page as per snap bellow.
Here, When you click on ‘Contact Method’, ‘Contact Type’ and ‘Contact Status’, one bottom sheet will appear, from there, you can select the desired option and you can write a note.
Afterward, To complete the process and create the log for a contact, click on ‘Log Contact’. You should see this log is created in the “Activities” tab as per snap below.
Log donations #
Similarly to log donations, you should select the ‘Log Donation’ option from the popup menu.
At this point, you need to enter the donation amount and choose the payment mode from the bottom sheet and click on log donation to finish the donation process.
Add user to NationBuilder list #
If you want to add the user to specific NationBuilder list, then select ‘Add to Nb list’ option from the popup menu and you will be directed to the screen below.
In this section, you can choose multiple lists. After making your selection, click ‘Add to List,’ and the user will be added to the chosen lists.
If you wish to create a new list, click on the 
icon located in the top right corner.
Add user to Canvassing list #
If you want to add the user directly to Canvassing list, select ‘Add to Canvassing list’ option from the popup menu and you will be directed to the screen below consists of all the Canvassing list created by admin.
Similar to the ‘Add to List’ feature, you can add a user to a canvassing list selecting one or multiple canvassing lists. Simply click on Add to Canvass List button, and the user will be included in the selected canvassing list.
If you wish to create a new canvassing list, click on the icon located in the top right corner and you will navigate to below screen.
In this section, you need to provide a list slug and list name, then click ‘Save’ to create a new canvassing list.
Note: You cannot assign a slug that already exists in the list.
Sign petition #
Click on ‘Sign Petition’, and you will be directed to the screen as shown in the snapshot below
In the above screen, you will find a list of sites and their respective sublists, which contain petition lists specific to each site.
Choose a site from the site list, and then click on any petition within that site. You will then be taken to the screen displayed below.
On this screen, you will notice a progress bar that displays the number of users who have signed the petition. To create a new sign petition, click on the button labeled ‘Sign Petition for User’ located at the bottom.
RSVP to event #
When you click on ‘Event RSVP’ you will be redirected to the screen shown below.
As you can see, on this page, there is a list of sites and their corresponding sublists containing events, Click on any event and you will navigate to below screen.
To create a user RSVP, fill you guest count in the text field, and if desired, toggle the switch for ‘Make Volunteer’ and ‘Check-In.’ Finally, click the ‘Create RSVP’ button.
Record survey #
Click on ‘Submit Survey’ and you will be redirected to the screen below.
As you can see, on this page, there is a list of sites and their corresponding sublists containing surveys, Click on any survey and you will navigate to below screen.
Provide answers to all the questions, and then click on ‘Submit Survey’ button to create the survey.
