WinRed offers direct integration with NationBuilder to help send origin data directly from your WinRed account to your NationBuilder account.

Table of Contents

Set Up the Integration

Manage the Integration

Navigate to the Utilities tab and click the Integrations tab to set this up. Click the green Add Integration button and select NationBuilder from the menu.

The name of this integration varies depending on what type of WinRed account you are using. If using a conduit account, it will display as NationBuilder for Origin Data, while on a merchant account, it will say NationBuilder.

Enter the Ingregration's name, along with any notes, and then your Nation Slug, which is a valid NationBuilder subdomain.

Once this information has been entered, the Connect to NationBuilder button will turn green and clickable. Select this button to proceed.

If you are already logged into NationBuilder, there will be a brief delay before the integration is connected, and then it will automatically toggle as Active.

If not, you will be redirected to the NationBuilder login page. Enter your NationBuilder credentials; once entered, then you will be redirected back to WinRed, and the Integration will display as Active.

Once the integration is active, select save to finish the setup.

Once the setup is complete, you can manage it by navigating to the Integration tab and clicking on the Edit Integration button.

For the NationBuilder, you will now see the option to edit the following fields.

List ID

This field will now display, and you can enter any list ID from NationBulider.

To find valid values to input, head back to NationBuilder and click the People and then the Lists tab.

Custom Person Fields

Here you can add custom person fields by selecting the Add Custom Person Field button.

Once clicked, you will see the different options you can enter. A valid Custom Field and a Field value will be required to save.

Here are the available values that NationBuilder accepts:

Custom Domain Fields

Similarly, you can add Custom Domain Fields by selecting the Add Custom Domain Fields button.

Once clicked, you will see the different options you can enter. A valid Custom Field and a Field value will also be required to save.

Here are the available values that NationBuilder accepts:

Once the desired fields have been added, scroll down and select the green Save button to apply these changes to your Integration.

Questions?

If you have questions or are unsure on any of these steps, please reach out to our support team by clicking the red chat box at the bottom right corner of your screen.