Full Migration Protocol

NationBuilder → Albert Campaign Platform

Complete replacement of NationBuilder. Strategy intelligence via Albert. CRM via Attio. Donations via Stripe. Full data ownership. No vendor lock-in.

May 2026 Version 2.0 Behaviour / Professional Opinions Dr Doron Samuell

00 The Stack

Three best-in-class tools replace everything NationBuilder does — and do it better. Full data ownership. Full API control. No lock-in.

🧠
Albert
Strategy Intelligence
  • Corpus-grounded strategy synthesis
  • Live daily intelligence (Canberra IQ)
  • AES microdata 1987–2025
  • AEC booth-level swing analysis
  • Audience projection layer
  • Message discipline briefs
  • Specification-first Intake Console
👥
Attio
CRM
  • Contacts, donors, volunteers
  • Supporter segmentation and tags
  • Outreach sequences (email + SMS)
  • Event pipelines
  • Automations and workflows
  • Full API access
  • Stripe webhook integration
💳
Stripe
Donations & Payments
  • One-off and recurring donations
  • Payment Links and Checkout
  • Tax receipt automation
  • Donor management via Dashboard
  • Compliance reporting
  • Event ticketing
  • Webhook → Attio sync

01 Full Capability Replacement

Every NationBuilder function is replaced. Nothing stays in NationBuilder after a successful transition.

NationBuilder FunctionReplacementTool
People / voter CRM databaseContacts, lists, segments, tagsAttio
Email broadcastSequences + integrated ESPAttio
SMS broadcastAttio automations + TwilioAttio
Donation processingPayment intents, subscriptions, receiptsStripe
Donor managementDonor records + giving historyAttio
Recurring givingStripe subscriptions → Attio donor recordsStripe
Event registrationEvent records + Attio pipelinesAttio
Ticketed / paid eventsStripe Checkout or Payment LinksStripe
Volunteer managementVolunteer pipeline + task assignmentAttio
Survey toolsAttio forms + integrationsAttio
Campaign strategy planning4-pool retrieval + 3-stage synthesisAlbert
Message framing and polling insightAES microdata + corpus framingAlbert
Opposition research / issue analysisLive context corpus (daily)Albert
Audience segmentation strategyAudience projection layerAlbert
Swing seat identificationAEC booth-level + TCP swing analysisAlbert
External strategy consultantSpecification-first Intake ConsoleAlbert

02 Integration Architecture

Albert sits above the stack as the intelligence layer. Attio is the operational hub. Stripe feeds donor data into Attio via webhooks.

┌─────────────────────────────────────────────────────────────┐ │ ALBERT — STRATEGY INTELLIGENCE │ │ Corpus (600+) · Live Intel (daily) · AES 1987–2025 │ │ → Framing briefs · Audience priorities · Tactical plans │ └────────────────────────────┬────────────────────────────────┘ │ weekly handoff ┌───────────────────┴───────────────────┐ │ │ ┌────────▼──────────────────────┐ ┌────────▼──────────────┐ │ ATTIO CRM │ │ STRIPE │ │ Contacts / Donors / Volunteers│◄───│ Donations · Recurring │ │ Sequences · Events · Segments │wbhk│ Receipts · Compliance │ └───────────────┬────────────────┘ └───────────────────────┘Outreach & Field Operations┌───────────▼────────────┐ │ Email · SMS · Field │ └────────────────────────┘

Key Integration Points

FromToTriggerAction
StripeAttiopayment_intent.succeededUpdate donor record: amount, date, method
StripeAttiosubscription.createdTag "Recurring Donor"; set frequency attribute
StripeAttiopayment_intent.failedFlag contact; trigger follow-up sequence
AlbertAttioWeekly strategy sessionAudience priority signals → list filters
AlbertBroadcastWeekly framing briefCopy source for Attio sequences
AttioAlbertPolling / sentiment reviewSupporter sentiment data fed into Albert

03 Transition Phases

Do not cancel NationBuilder until all Phase 3 cutover gates are verified.

Phase 1
Weeks 1–3
Parallel Setup

Setup and Validation

Build the stack. Import data. Validate before going live. NationBuilder continues to run untouched.

  • Complete NationBuilder full data export (people, donations, templates, automations)
  • Set up Attio workspace: custom objects, attributes, tag taxonomy
  • Import NationBuilder contacts into Attio; validate 50+ spot checks
  • Set up Stripe: account, products, Payment Links, test mode
  • Run Stripe test donation end-to-end; confirm webhook → Attio fires
  • Run Albert strategy intake on three live campaign questions
  • Begin email domain warm-up (required for Attio sequences)
⚠ Do not accept live donations in Stripe or send broadcast from Attio yet.
✓ Gate: Attio import validated; Stripe test mode clean; Albert running on live questions
Phase 2
Weeks 4–6
Go Live

Stripe Live · Albert-Led Strategy

Switch donations to Stripe. Albert becomes the primary strategy tool. Begin recurring donor re-enrolment. NationBuilder broadcast continues for existing list only.

  • Switch all donation links to Stripe (website, social, email footers)
  • Launch recurring donor re-enrolment campaign via Attio sequence
  • All new strategy questions go through Albert Intake Console
  • Weekly message discipline brief generated by Albert
  • Email content drafted by Albert, delivered via Attio Sequences (warm list only)
  • Personally contact Tier 1 donors ($5k+) who haven't re-enrolled
⚠ Do not cancel NationBuilder. Keep NationBuilder broadcast active for existing subscribers.
✓ Gate: Stripe processing live donations; Albert on all new strategy; Attio sequences active
Phase 3
Weeks 7–9
Full Cutover

NationBuilder Off

Migrate remaining broadcast list to Attio. Final broadcast from NationBuilder. Cancel subscription. Full stack operational.

  • Close 30-day recurring donor re-enrolment window
  • Migrate all broadcast subscribers to Attio list
  • Send final broadcast from NationBuilder: announce platform transition to supporters
  • Verify all 10 cutover gate conditions are met
  • Cancel NationBuilder subscription
  • Formalise weekly Albert → Attio intelligence handoff process
✓ Gate: All 10 cutover conditions verified; NationBuilder cancelled; full stack operational

04 Cutover Gate — All 10 Required

Every condition must be true before cancelling NationBuilder. No exceptions.

05 Email Deliverability — Critical Pre-Work

Attio sequences on a cold domain will land in spam. This must start in Week 1 — before any live broadcast.

⚠ Start domain warm-up in Week 1 — not later.

A new sending domain needs 4+ weeks of warm-up before bulk broadcast. Sending bulk email on a cold domain will destroy deliverability and get the domain blacklisted.

06 Risk Register

RiskLikelihoodImpactMitigation
Recurring donors don't re-enrol via StripeMediumHighPersonal outreach to Tier 1 donors; extended window; direct phone call if needed
Attio import quality issues (duplicates, bad data)MediumMediumClean and deduplicate NationBuilder export before import; validate on email field
Stripe rejected for campaign entity typeLowHighConfirm entity type before account creation; use Medisam Pty Ltd ABN 27 098 844 289
NationBuilder cancelled before Attio fully stableLowHighHard rule: do not cancel until all 10 cutover gates verified without exception
Attio broadcast deliverability issues (cold domain)MediumMediumStart domain warm-up in Week 1; 4-week warm-up before any bulk send
Field canvassing gap (no Attio native mobile app)MediumMediumEvaluate canvassing app Attio API integration; document interim manual process
Albert synthesis quality degrades mid-campaignLowHighWeekly eval harness; maintain external strategist relationship as fallback

07 Team Roles

Campaign Director
Transition: Signs off cutover; approves Albert outputs
Post: Primary Albert user; weekly strategy review
Strategy Lead
Transition: Runs Albert Intake Console validation
Post: Weekly Albert strategy session owner
Comms Manager
Transition: Receives Albert framing briefs for review
Post: Albert brief as message discipline baseline
Digital Manager
Transition: Manages Attio import and Stripe link rollout
Post: Attio broadcast and Stripe donation ops
Treasurer
Transition: Sets up Stripe; configures payout account
Post: Stripe Dashboard owner; compliance reporting
Data / Analytics
Transition: NationBuilder export cleaning; Attio import QA
Post: Attio data hygiene; Albert corpus updates
Field Director
Transition: Plans canvassing integration with Attio API
Post: Albert HTV memos into canvassing briefs