Base Building From ScratchAn Organizing Module
Module 5 · The ladder of engagement 5.3 Mapping the ladder onto Action Network tags
Subsection 5.3

Mapping the ladder onto Action Network tags

~6 min

Reading

The ladder lives in your CRM as a single tag per member. Set the convention now.

Use these five tags, exactly: ladder: signer, ladder: attender, ladder: 1:1 done, ladder: host, ladder: leader.

Every member has exactly one ladder: tag at any time. When you move a person up, you must remove the previous rung's tag and add the new one. This is non-negotiable; otherwise filtering breaks.

Build saved 'Targeted Email' segments for each rung. 'All signers in geo: district 4' is the segment you'll text for an upcoming meeting. 'All 1:1 done in constituency: renter' is the segment you'll invite to your renter leadership cohort.

Set a recurring weekly task for yourself or a teammate to review who has moved rungs in the last 7 days, and update tags. This is the single most important maintenance ritual of the base.

Learner action

Create the five ladder tags in Action Network. Apply the correct one to each of the ten people you listed in 5.2.

Action: Complete the learner action above, then slide to continue.