Group setup and basic settings
Your 'Group' is the organizational unit in Action Network. Set it up correctly once, and the rest gets easier.
After you sign up, you'll be prompted to create a Group. Use your real campaign or organization name, even if it's small. The Group is what subscribers see in the 'powered by' footer of every email and form.
Go to Group Settings (top-right gear icon) and fill in: Group name, public-facing description, full mailing address (legally required for CAN-SPAM compliance on emails), social media handles, primary website. Add a square logo (Action Network shows it on forms and emails — 512x512 PNG works well).
Under Email Settings, set your 'from' name (a real human name reads better than the org name; 'MdR from Common Cause Georgia' outperforms 'Common Cause Georgia') and reply-to address. Replies should go to a real inbox a real person reads daily.
Add at least one additional administrator from day one. If you are hit by a bus, the campaign should not lose access. Use the 'Administrators' tab. Give your co-lead full admin rights.
If you are part of a coalition, ask other groups whether they want to share lists with you via a Network. Networks are how Action Network lets coalitions share opt-ins ethically — every subscriber consents, every group sees only the subscribers who opted in to them.
Learner action
Create your Group, fill in settings, add one co-administrator. Take a screenshot of the completed settings page for your records.
Action: Complete the learner action above, then slide to continue.