Web App (Admins)

Getting Started

• Add Users and Assign Roles
• Getting Started Guide
• Logging in through the Web Browser

Data and Information

• Data Flow
• Excel Tips and Tricks for Prepping Your Data
• Minimum Import Requirements
• NationBuilder Compatibility
• Political Data Inc. Compatibility
• Preparing Your File for Import

Efforts

• Assigning Workers to Turf
• Create an Effort
• Deleting an Unlaunched Effort
• Editing Efforts Post-Launch
• Map Symbols in a Live Effort
• Site Visit - Create an Effort

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HotSpot Canvassing

• Create a HotSpot Effort
• Create Sites, and Assign Workers to a HotSpot Effort
• HotSpot Address Lists
• Viewing Results from HotSpot Effort

Lists

• Archiving Imports and Lists
• Creating a List
• Creating an Import
• Filter Lists
• Import Mapping
• Preparing and Importing Data

Results Tab

• Exporting Data
• Viewing Results

Surveys

• Copying, Archiving, and Managing Surveys
• Create a Survey
• Edit a Launched Survey
• Enabling Add New Person to Survey
• Inserting List Information Into a Survey
• Linking Web Forms to a Survey

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Troubleshooting

• Unable to Log In

Workers

• Adding Workers
• Archiving Workers