How to assign Action Network tags to campaigns
For getting the API Key, login to your Action Network Account, click on 'Start Organizing' and under 'Details' you will see the 'API & Sync' option. Click on 'API & Sync', choose your group and you should be able to see your API Key. If you don't have one, you can click on 'Generate New Key' and generate a new key here. Copy the API key.
Once you click on Connect, you should be connected to Action Network.
Custom Fields for Activists - These are Action Network custom fields for a contact. For instance if your activist record contains phone number in the custom field 'Phone' and contains a mobile number in custom field 'Mobile' then you need enter keys of custom fields here
How CallHub should target activists for Voice and SMS Campaigns - By default CallHub will use Home Number as the Primary Number for Voice Campaigns and Mobile Number as Primary Number for SMS Campaigns. If your Activist data doesn't contain Phone Number then the Mobile Number could be used for Voice Campaign. Note: Please consider legal obligations in your countries on using mobile numbers for Voice Campaigns. Once you have configured the import settings, click on Save to retain them
When you create an SMS Campaign, you can set tags to be added for when the message is sent and a different one for when the contact responds. Choose the appropriate Action Network tags when creating the campaign.
In this example, when an SMS is sent to an Action Network Activist, they are tagged in Action Network as 'myactivists' and when they respond to CallHub's text message, they will be tagged in Action Network as 'tag'.
Set the Action Network tag for an activist contacted through a Voice Broadcasting in the settings of the campaign.
Similar to voice broadcast campaigns, set the Action Network tag for every activist that is contacted through a call center campaign in CallHub.
During call center campaigns, a volunteer can RSVP an activist for an Action Network event. In the call center campaign settings, you can add an imported Action Network event.