Documentation

Carefully crafted Documentation for all Features, Problems and Solutions.

Getting Started #

Prerequisites

Follow very basic prerequisites to setup the app as below :

  • NationBuilder admin account with active membership with HandyNation
  • Smart phone, either android phone with android version-19 (kitkat) or iOS with iOS 8+ required
  • Install iOS or android app
Installation

Just 3 simple steps, and you are done!

Step 1: Download

Download app from Apple App Store, Google Play Store.

Step 2: Sign up

  • Insert your main nation slug Authorize your nation with admin account.

Step 3: Select Membership

  • Select appropriate membership choosing number of sites you want to manage and hit submit.

You are done!

During this process, if you get any error, please check our Troubleshooting section for more help.

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Last updated on September 21, 2018
7 of 7 users found this section helpful

People #

Add new user (people)

When you open the app for the first time, by default you will have people list as a default layout. You can filter the list of people using tags or NationBuilder lists. To add new user into your NationBuilder database, just click on plus sign on bottom right corner and fill all the required details. We have used all the writable fields offered by the NationBuilder. For more information on writable fields, please refer NationBuilder documentation.

Update existing user (people)

Click on any user from the default/filtered list, you will see person profile screen. This profile contains all the primary details of the user which you may require to know. You can change the tabs between Personal/Basic/Contact/Logs to get more information.To edit the details of this user, just click on ‘Edit’ link on top right corner, you will get the full form with all available fields to edit user details.

Add or remove tag for user (people)

Adding tag to any person is very easy now. Just open person’s profile screen where you can find + sign which will allow you to add tag through quick pop up screen. If you want to remove any tag, you can find x sign just after the tag name (before the tag name for iOS), clicking on it will delete that tag name for that person.

Create new NationBuilder list

List in NationBuilder is fixed collection of users defined by admin to perform certain batch operation on all of them. Through this app you can easily create new list for people. To do so, from main people screen just click on list tab where you can find listing of all the available NationBuilder list. Just click on + sign in bottom right corner which will allow you to create new list to your NationBuilder database.

Export list

If you want to share a list of people to your staff on the field, you can do this using this app. Simply click on list tab and select specific list to export. You will see an export icon on the bottom right corner, click on it. You will get a window to insert the email id on which you want to send the CSV file contains all people details of selected NationBuilder list. Insert the email id and click submit.

NOTE: Export process may take a while based on how bigger your list is.

Quick actions

Important user centric actions becomes more easier with HandyNation app. Just go to respected user profile and click on action button in bottom right corner where you can perform below actions quickly.

– Log Donations
You can add donation manually to specific user’s profile. To do so, in action popup screen, click on ‘Donate’ button and you will have form to add amount and payment mode. This option will add donation to this user’s account in NationBuilder database.

– Log Contact
Easily log the communication happened with the user using this action. You can select contact types, contact methods, contact status same like NationBuilder. Also you can add the specific note for the user.

– Support Level
You can define the support level for user using this option. You will have same list of support levels as NationBuilder.

– Private Note
You can add the private note to any profile using this option. NOTE : You are able to add the private note, but this is not accessible within our app. You can check this only on your NationBuilder back end at the activity tab of that user profile.

– Set Priority
Define priority for any user using this option. This will have same list of options as NationBuilder.

– Add to list
If you want to assign user to NationBuilder list then open the specific user profile and click on action button (bottom right corner) where you will find option “Add to List” which will give you drop down to select the list. Just select desired list name and your user will be added to that list automatically. If you need to create new list, you can do the same within the same screen.

Miscellaneous

– Social links
You can check social media profiles of any user by clicking on social icons in user’s profile.

– Volunteer on/off
Making a person volunteer is just one click process now. Reach to user profile, where you can find volunteer switch, just on/off it to make him volunteer or not.

– Verify email duplication in NationBuilder database
While you are creating new user through app and you are not sure if this person with specific email id exist or not. To overcome with this issue, we have provided unique email validation which you can check immediately after inserting email.

– Remove people from list
You can easily remove people from NationBuilder list. To do so, go to List tab from default people listing screen. Click on any list, you will see list of people inside that list. Here each user has remove button on right, click on it to remove that user from the current list.

Filter user (People)

HandyNation provides different options to search user or list of users easily. You can search user using below option :

– Filter user using tags
To get a list of all users having specific tag, simply click on Tags tab where you will see a list of NationBuilder tags, just click on the desired tag to get a list of people having that tag.

– Filter user using lists
To get listing of users assigned to specific NationBuilder list, go to Lists tab where you should click on desired list. You will get a list of users assigned to the clicked NationBuilder list.

– Filter using key word
This is simple search to get list of users whose First name or Last name matches with your key word.

– Filter user using advanced search
Search exact person by applying various filters in advance search filter of handynation. You can apply filters like City, State, Birth-date and Gender. To do so, when you click on search box on top, there you will find a option to open advance search. Which will pop up a form to select various options. Just select those options which will search out the nationbuilder database with those filters.

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Last updated on September 24, 2018
3 of 3 users found this section helpful

Canvassing #

Canvassing List

To start canvassing on the field, canvassers required to create canvassing list. To create the canvassing list please open canvassing screen from top left navigation. You will see all the current available canvassing list. You can create a new list by clicking on “Add +” text on the top right corner. In add screen, you will a drop-down of NationBuilder list which you want to use for the canvassing. Select appropriate list, give a proper name to selected canvassing list and click submit. You can see a new list on the screen now.

By left swiping the list, you can delete the list.

Start canvassing

By selecting a specific list from canvassing screen, you will see a map view located with all the people in the selected list. It is the simple map view, the canvassing is not started yet. To start the canvassing, simply click on “Start Canvassing” button in the bottom area. It will center the map to the current position and draw the path to the nearest person from the current location.

You can see more information about the people either tapping on marker over the map or by tapping the bottom information window. In this box, you can see 2 options, “Mark as Done” and “Start walk”. “Mark as done” will finish the canvassing process for the current user and it will locate the next person. “Start walk” will redirect you to the respected native map app to use live map direction functionality same like uber driver app is working.

To get the list of all the people with nearby distance, just click on the top right sandwich icon.

Different options

There are some useful features given to the canvassing map.
Traffic view: Click on the signal icon to get the map with live traffic.
Satellite / Map view: You can switch between satellite and simple map view using this option.
Canvassing view / Top view: You can switch between canvassing view (contains path between current location to next person) and top view (contains a top view of map located with all the people from the list).

Survey on field

You can fill the survey response for a specific person within the app. To do so, click on the top right sandwich icon, you will see a list of people. Select a person you want to submit the survey. You will see the screen contains personal information and form to select contact method, contact status, support level, survey and add note. Click on survey option which will open a screen with the list of the survey. If you don’t see any survey, you will be asked to change the slug of the site which contains the survey. when you get the list of the survey, select the specific survey. You will see a list of questions and choices of those questions within a single screen. Just select options and submit the survey, your response will be recorded on NationBuilder account for that person.

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Last updated on September 26, 2018
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Nearby #

Get nearby people

To get the list of people nearby, click on the nearby tab on the default people window. This tab will give you slider to set the nearby radius of miles you need people from.

Create list of nearby people

You can create NationBuilder list of people nearby x miles from current location. To create this list, go to the nearby tab, click on the bottom right icon. You will get the slider to set the nearby radius from the current location. Select the radius, you will get the count of total people living within that radius. Give proper name to this list and click on submit to create a new list of these people. This list is now available on list tab of default people view.

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Last updated on September 24, 2018
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Donations #

List all donors

You can get a list of all the donors from your NationBuilder account. To get this list, just click on top left navigation icon, open Donations menu. Here you will get list of all the donors with required donation information like amount they have donated and tracking code of the donation.

Add new Donor, Update details of existing donor, or delete the donor

You can add new donor just by clicking + sign in bottom right corner on the donor list screen. It will allow you to add primary details requried for any donors. You can edit these donors by clicking on their profile and click on Edit button on top right corner. You can also delete the donor by clicking on delete link on top right corner of edit screen.

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Last updated on September 21, 2018
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Events #

Basic Event filter

Get list of all your events with basic filter of upcoming and past event. To get event for specific site, open top navigation, where you can find toggle menu, click on it and select specific site and you will get site specific options where you can find events. Just click on it and you will get list of all the events with filter as explained.

Add new event, Updating existing event or Destroy event

You can create new event in short span of time using this app. To create new event, you can find ‘+ Add’ link on top right corner of event listing page. Click on it and you will get form to insert event related details. In this form, the address can be opbtained using google map rather than writing it manually.

NOTE : The automatic address mapping is available and accurate to specific countries according to google map.

Tap to see event details

Get event details by tapping on specific event from listing screen. Event details contains event title, description, venue and timing as well as the number of attendees so far. The address will automatically show the visual map location here.

Get event venue Direction with google map

In event detail page just click on event direction and you will get directions to event venue using map installed in your device.

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Last updated on September 21, 2018
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Content Management #

Blogs

– List All Blogs of selected Site
Get the list of all blogs with HandyNation app. To get this list reach to specific site’s dashboard where you can find section called Blogs. This will open a list of different blogs like blog, issues, news etc. Every blog type has written the number of blog post connected to that blog.

– Add new Blog
You can create new blog (type like Issues, news, blogs etc) with HandyNation. To do this, reach to listing of blogs where you can find the ‘+ Add’ link on top right corner. Click on it and you will get form to add new blog.

– Update or Destroy Blog
You can update blog (type) by clicking on specific blog from blog listing page which will give you blog type details and list of all the blog post assigned to this blog type. If you want to edit details for this blog type you can do this by clicking on Edit button on top right corner. You can delete the blog type from blog edit page by clicking on top right button called ‘Delete’.

– Add/Update Blog Post
Every Blog has number of blog posts assigned to it which you can access by clicking on specific blog. You can see more details about the blog as well as the number of blog post this blog owns. If you want to add new blog post for current blog, just click on + sign button in bottom right corner. You will get form to add new blog post. To edit the existing post, click on specific blog post from blog detail screen where you can see the details about post and you can edit it by clicking on top right corner button called Edit.

Pages

– List of all basic pages
Manage content of Basic type pages through HandyNation app. To get list of all basic pages, reach to specific site from left navigation, where you will find a section called pages. Click on it and you will get a list of all the basic pages of the selected site. You can publish/unpublish these pages easily using on/off switch within the list.

– Get instant preview of specific page
To see preview of the specific page to review your applied changes, just click on preview button, which will show you front end preview of that page in web layout.

– View, Add, Update, Delete page
To check page details, just click on any page from listing where you can see all the contents of that page. To edit the page, click on top right edit link where you will get the form with rich content editor to edit the contents. You can also delete the page from edit form screen by clicking on top right ‘delete’ link. You can add new page new page by clicking on + sign.

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Last updated on September 21, 2018
1 of 1 users found this section helpful

Settings #

Here you can see the name of core nation you are subscribed for.

Feedback – Here you can provide your valuable feedback to us. We take it very seriously because we want to listen to our customers to provide them with what they want.

Documentation – You can review whole documentation within your app.

Support – If you have any query or concern, you can easily reach out to us with various support options. Either raise queries or use chat/ticket system to get technical support.

About us – You can read more about HandyNation and about us from here.

Rate us – please provide your ratings on App Store if you are happy with this app.

Sing Out

If you want to change your nation, you can simply sign out here, and proceed with new slug.

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Last updated on September 24, 2018
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Troubleshooting #

Trial expired!

If your trial period is over, you should get this error. Please login to www.handynationapp.com to configure your payment or request trial extension at hello@handynationapp.com

People Exhausted!

If your NationBuilder people database exhausted the limit of membership, you should get this error. You need to update the membership to next level to continue with access of the app.

401 Unauthorized!

There are 2 cases when you should get this error.
1. If the slug and credentials you have entered are correct but the logged in person do not have admin type access.
2. If the admin access is revoked for the user from the NationBuilder control panel.

Invalid Credentials

If user enter wrong staff credentials. then you should get this message.

It looks like list already exist! Please rename it

When you will try to create dynamic list of nearby people using app, the app automatically put the name of list using location text, but if this list name is already exist in database, you should get this error. So you should manually give name to the list.

Person not deleted!

If you are trying to delete any person, and if you get above mentioned error, then please check the donation record for this person. If he has any donation records, you need to delete donation first before deleting this user.

You are not registered with HandyNation. Please register at www.handynationapp.com

If your main nation is not registered with our database, you should get this error. To register, please click here and open Start free button on top right corner.

We found Your Membership is Deactivated. Kindly contact hello@handynationapp.com.

This error may come if your membership is deactivated due to any technical reason. If you get this error, kindly contact us on hello@handynationapp.com or create ticket from here.

Your Membership is Canceled! Please login to www.handynationapp.com to re-activate it again.

If you have cancelled your membership, you should get this error message. To reactivate it, login to your account on www.handynationapp.com and click on membership details. Where you will find option to change membership.

Your Subscription is not active, make sure the payment is configured well or credit card used is active.

If you have not configured the payment details or the credit card you have used is giving error, you may get this error. To resolve this, just login to your account, go to invoices, check the latest invoice. Pay the current invoice to configure your payment details properly.

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Last updated on September 25, 2018
2 of 2 users found this section helpful