SupporterBase
Tutorials

Create and populate your first group

Step-by-step guide to creating and populating a supporter group

Permissions

Only admins can create supporter groups. Captains and vice-captains can help manage them once set up.

Part 1: Creating a new group

Start the group wizard

On the Groups page, click Add Supporter Group (top right). The group creation wizard will open (3 steps).

Enter group details

  • Enter the Group Name.
  • (Optional) Add a description (visible to users in SupporterBase).
  • (Optional) Add a physical address.
  • Choose whether to create a public page on your organisation/campaign site so supporters can sign up online.
  • Add admins as point people (they will be the only admins to receive notifications for this group).
  • Click Next: Add Supporters.

Add supporters

  • Add supporters by inclusion or exclusion tags and/or by postcode.
  • The supporter count updates in real time (left side).
  • Use the filter logic (any vs all tags) to fine-tune.
  • Click Next: Invite Captains.

Invite captains

  • Enter the email addresses of captains to manage the group.
  • Or leave blank and add captains later.
  • Click Create Group.

Wait for the sync process

Once created, SupporterBase begins syncing supporters via NationBuilder.

  • Wait for the background process to run. You should see supporters appear within ~1 hour (often sooner).
  • Or manually trigger by selecting the Sync People from NationBuilder button (top of group page).

Learn more in our Group Management guide.

Part 2: Populating a group

You can add supporters via NationBuilder tags, the SupporterBase interface, or imports.

Option A: Add via NationBuilder tags

Admins with NationBuilder access can apply the correct tags.

To sync into SupporterBase, each supporter needs both:

  • The master supporterbase tag (all lowercase).
  • The relevant group tag.

See NationBuilder's guide to tags for more detail.

Option B: Add via SupporterBase interface

Bulk import (CSV):

Follow our Import New Supporters guide.

One by one:

  1. Go to your group's summary page.
  2. Click Add New Supporter (top right). You can also find this via the left-hand nav: Supporter Groups, then Add New Supporter.
  3. In the pop-up form, search to see if the supporter already exists. If not, scroll to Enter full member details and complete their info.
  4. Tick the consent box (check your organisation's policies).
  5. Click Add Supporter.

Minimum data requirements

For a supporter to sync into SupporterBase, they must meet all of the following:

RequirementDetail
TagsHave both the supporterbase master tag and the correct group tag(s)
Contact infoHave either a valid phone number or email
NameHave either a first name or last name
SubscriptionNot be unsubscribed from contact
CharactersContain only standard characters (no unusual symbols)

Learn more about importing supporters in our Import New Supporters guide.

Group Management

Detailed reference for managing groups, members, and settings.

Import New Supporters

How to add supporters via CSV import or one at a time.

Tutorials

Step-by-step walkthroughs for common SupporterBase tasks

Build your first event

Step-by-step guide to creating and promoting your first event

On this page

Part 1: Creating a new groupStart the group wizardEnter group detailsAdd supportersInvite captainsWait for the sync processPart 2: Populating a groupOption A: Add via NationBuilder tagsOption B: Add via SupporterBase interfaceMinimum data requirements