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Knowledge Base

Contacts

  1. Starting at the dashboard, click Contacts > Create Email Campaign > Create New.
  2. Give the new template a Template Name and Subject.
  3. Drag over elements from the right side (image, text, button).
  4. To upload an image, click the image box. Then on the right side, click “Upload image” and choose from your Finder/File Explorer.
  5. To decrease/increase the image size, find the “Width” on the right side and drag it to the scale you like.
  6. To change the text font size, color, weight, padding, and more, click the text box. Adjust any changes to your font design on the right side.
  7. To add an action to the button, click the button you’ve dragged over. On the right side, select the “Action Type” of your choice. Depending on your action, paste the url, email, or phone number below.
  8. Be sure to save changes frequently. First, click “Save template” on the top blue bar under the Subject.
  9. Continue to “Update changes” as you go to avoid being timed out and losing all your hard work. After each save, find your template under the dropdown menu and continue editing.
  1. Starting at the dashboard, click Contacts > Create Text Campaign.
  2. Fill in the area code you’d like the text coming from. The number will be randomized. It will not send from your personal phone number.
  3. Next, select your time zone.
  4. Fill out what you would like your message to say, including any links.
  5. Select the date and time you would like your message to send. Be sure to submit your text at least 24 hours in advance to ensure proper processing time.
  6. Select the list you would like to send your message to. Choose from your pre-existing Proximity lists or upload an excel file.
  7. Select “Choose file” to include any images in your text.
  8. Click “Send text” when you are finished. The message will be sent on the date and time you selected.
  1. Starting at the dashboard, click Contacts > Create Email Campaign > Select template.
  2. Select the template you would like to use, and click on the content to make edits.
  3. Fill in any blanks. Personalize the content as you like. Use brackets to add any auto-populated merge tags.
  4. To add an action to the button, click the button you’ve dragged over. On the right side, select the “Action Type” of your choice. Depending on your action, paste the url, email, or phone number below.
  5. To upload an image, click the image box. Then on the right side, click “Upload image” and choose from your Finder/File Explorer.
  6. To decrease/increase the image size, find the “Width” on the right side and drag it to the scale you like.
  7. Be sure to “Update changes” as you go to avoid being timed out and losing all your hard work. This can be found on the top blue bar. After each save, find your template under the dropdown menu and continue editing.
  8. Once you are satisfied with how it looks, select a pre-existing contact list on the top left side under “Select List.” Do not select your list until you have saved all changes by selecting “Update template” on the top blue bar.
  9. If you’d like to send a test email to yourself first, enter your email address in the top right box next to “Send test email.” Then click “Send test email.” Merge tags will NOT auto-populate in test emails, though they WILL when sent to a contact list.
  10. Select if you’d like to send now or schedule it for later.
  11. Lastly, click “Send email” on the top blue bar.
  1. Toggle Content
  2. While creating an email, merge tags can be used to auto-populate certain fields including contact names, dates, and locations listed within your account. These tags pull from your contact lists and setup and strategy. Merge tags help you personalize mass emails to the individual.
  3. First, click into the heading or text box you would like to add a merge tag to. Type an opening bracket “[“ or select “Merge Tags” at the top of your cursor to select a tag.
  1. The contacts section is where you can record interactions and notes about your voters/constituents. First, click on the contact name and click “Add interaction.”
  2. Select the interaction type. Add issue tags, follow-ups, and notes. Then click “Save.”
  3. Add emails and phone numbers in their selected fields. Then click the checkbox to save.
  4. Click the purple pencil at the top right corner by the contact name to edit the Name and Address. Then click “Update.”
  1. Starting at the Dashboard, go to Contacts > Create Email Campaign > Select Template
    • You can also send an email straight from a contact list by going to Contacts > My Lists > Select “Send Email” on the desired list
  2. Select the template you’d like to use.
  3. Drag over any additional elements from the right side (image, text, button).
  4. Editing:
    • To upload an image, click the image box. Then on the right side, click “Upload image” and choose from your Finder/File Explorer.
    • To decrease/increase the image size, find the “Width” on the right side and drag it to the scale you like.
    • To change the text font size, color, weight, padding, and more, click the text box. Adjust any changes to your font design on the right side.
    • To add an action to the button, click the button you’ve dragged over. On the right side, select the “Action Type” of your choice. Depending on your action, paste the url, email, or phone number below.
  5. Be sure to “Update changes” as you go to avoid being timed out and losing all your hard work. After each save, find your template under the dropdown menu and continue editing.
  6. Once you are satisfied with how it looks, select a pre-existing contact list on the top left side under “Select List.” Do not select your list until you have saved all changes by selecting “Update template” on the top blue bar.
  7. If you’d like to send a test email to yourself first, enter your email address in the top right box next to “Send test email.” Then click “Send test email.” (Merge tags will NOT auto-populate in test emails, though they WILL when sent to a contact list.)
  8. Select if you’d like to send now or schedule it for later.
  9. Lastly, click “Send email” on the top blue bar.
  1. Starting at the Dashboard, go to Contacts.
  2. On the right side, click the “Column” dropdown and select the columns you’d like to be visible.
  3. Click on the name of a voter you’d like to learn more about.
  4. In your voter’s profile, you can view their following information as provided in the state voter registration file:
    • Email
    • Address
    • Phone
    • Occupation
    • Issued Tags
    • Affiliation
    • Voter Status
    • Registration Date
    • Voter ID
    • Voter History & Method
    • Precinct
    • County
    • State School Board District
    • State Senate District
    • State House District
    • Congressional District
    • Local School Board District
    • Any existing contributions
  5. By clicking on their name at the top, you can make edits to their personal information listed. Be sure to press “Update” when you’re done.
  1. Starting in Contacts, click the “Column” dropdown at the top right corner and select the columns you’d like to be visible.
  2. Drag the column headings into the order of your choice.
  3. To view all contacts with a phone number, select the “Phone” checkbox under “Show Contacts With” near the top right corner.
  4. To increase the amount of contacts viewable on the page, select from the “View as” dropdown near the top right corner.
  5. To change the font size, type under “Font size” on the top right corner.
  6. To change the size of a column, hover over the edge of the column’s header and drag the gray divider from left to right.
  1. Starting at the Dashboard, go to Contacts > My Lists.
  2. To delete a list, click the trash button on the bottom right corner of the list.
  3. To create a list, select “Create a contact list” at the top right corner of the page.
  4. Use the “Filter” button next to the Search bar to filter certain categories.
  5. Select “Search.”
  6. Select the checkbox on the left side of the first column to select all.
  7. Save at the top right corner of the page.
  1. Starting at the Dashboard, go to Contacts.
  2. Click the “Column” dropdown at the top right corner of the page and make sure “Email” and “Phone” are selected.
  3. Those with phone numbers and email addresses will now be visible in their appropriate column.
  4. To only view those that have phone numbers and/or email addresses listed, check the box(es) under “Show Contacts with” on the top right corner.
  1. Starting at the Dashboard, go to Contacts > My Lists.
  2. Select an existing list and use the filters as desired.
  3. To create an email list from an existing list for example, go to “Show Contacts with” in the top right corner and select “Email.”
    • Another example given is by using the Filter button on the top left side and selecting a particular precinct. The rest of the steps remain the same.
  4. With those filters in place, click the checkbox on the top left side of the first column to select all.
  5. Select “Create new list” in the top right corner of the page.
  6. Name your new list. Then click “Save.”
  7. This will take you to “My Lists” on the left side where you can view all your lists.
  1. Starting at the Dashboard, go to Contacts.
  2. Select the “Filter” button at the top.
  3. Apply the filters of your choice using the dropdowns from various categories. Then click “Search” on the bottom right.
    • Note: Selecting too many filters at once may be limiting. Be sure to only select filters for data you know exists in your contacts.
  4. With those filters in place, click the checkbox on the top left side of the first column to select all.
  5. Select “Create new list” in the top right corner of the page.
  6. Name your new list.
  7. Choose to make your list private or public, meaning it will be visible to users within your account (if applicable). Then click “Save.”
  8. This will take you to “My Lists” on the left side where you can view all your lists.
  9. To continue making additional lists, click “Contacts” on the left side and repeat with new filters.

Map

  1. Starting at the Dashboard, go to Map > Canvassing.
  2. Find your saved canvassing list from the dropdown on the top right side.
    • See Create Canvassing Route List demo if you have not yet created a canvassing list.
  3. Click on a contact pin. Then click on a name listed within that household to view their profile.
  4. Towards the bottom right, click “Add Interaction.”
  5. In canvassing mode, it will automatically record the action type as “Canvassing.” Add any relevant follow-ups. Record the follow-up date and time, check the box if a yard sign was requested/placed, and leave any relevant notes.
  6. Remember to click “Save.”
  7. To see your follow-up task on your calendar, click the calendar icon on the far left side.
  8. Find the date of the month you marked to follow-up and view your task.
    • To change the format you view it in, click “day / month / week” at the top right corner of the calendar.
  • Starting at the Dashboard, go to Map > Canvassing.
  • Find your saved canvassing list from the dropdown on the top right side.
    • See Create Canvassing Route List demo if you have not yet created a canvassing list.
  • Click on a contact pin. Then click on a name listed within that household to view their profile.
  • Towards the bottom right, click “Add Interaction.”
  • In canvassing mode, it will automatically record the action type as “Canvassing.” Add any relevant follow-ups. Record the follow-up date and time, check the box if a yard sign was requested/placed, and leave any relevant notes.
  • Remember to click “Save.”
  • To see your follow-up task on your calendar, click the calendar icon on the far left side.
  • Find the date of the month you marked to follow-up and view your task.
    • To change the format you view it in, click “day / month / week” at the top right corner of the calendar.
  1. Starting in Canvassing, click on the dropdown near the top right corner and select your list.
    • See Create Canvassing Route List demo if you have not yet created a canvassing list.
  2. Click “Filters” on the top right corner to view and/or change selected filters.
  3. Toggle back and forth between Map and List view near the top right corner above the map.
  4. In List view, change how many contacts are showing in the “View As” dropdown at the top right corner of the list. You can also change the visible columns in the “Column” dropdown.
  5. Toggle back to the Map view if you’d like to switch to a different canvassing list.
  1. Starting on Maps, click “Race Boundary” in the top right corner above the map.
  2. Using the + / – buttons on the top right corner of the map, zoom in to your desired area.
  3. Click “Add yard sign” at the top right corner above the map.
  4. Then, click the map at the correct location to record where a yard sign has been placed.
  1. Starting on Maps, select the hand icon on the left side of the menu at the top of the map.
  2. Zoomed in, drag the map to the location you will be canvassing.
  3. Click the oddly shaped icon on the right side of the menu at the top of the map.
  4. Click around the outline of the location you will be canvassing.
  5. Once the shape is completed, a popup will appear telling you how many contacts you’ve selected.
  6. Click “Create route list” at the top right corner above the map.
  7. Name your list.
  8. Choose to make your list private or public, meaning it will be visible to users within your account (if applicable). Then click “Save.”
  1. Starting on Maps, click “Filters” at the top right corner of the page.
  2. Check/uncheck your desired filters. Then click “Save.”
  1. Starting at the Dashboard, go to Map.
  2. Click “Race Boundary”
  3. Use the + / – buttons on the top right corner of the map, zoom in to your desired area.
  4. Click and drag around the map.
  5. Click on a contact pin. Then click on a name listed within that household to view their profile.
  6. Add interaction type, follow-ups, tags, and notes as desired. Then click “Save.”
  1. Starting at the Dashboard, go to Map > Canvassing.
  2. Find your saved canvassing list from the dropdown on the top right side.
    • See Create Canvassing Route List demo if you have not yet created a canvassing list.
  3. Click on a contact pin. Then click on a name listed within that household to view their profile.
  4. Towards the bottom right, click “Add Interaction.”
  5. In canvassing mode, it will automatically record the action type as “Canvassing.” Add any relevant issue tags, follow-ups, yard sign requests, and notes.
  6. Remember to click “Save.”
  7. To edit an interaction that has previously been recorded, click on the interaction and make any desired changes.
  8. Then click “Update.”
  9. Click the “X” at the top right corner of the profile to get back to the map.

Calendar

  1. Starting at the Dashboard, go to “Calendar” on the menu bar to the left.
  2. View any existing tasks and events. To add a new item, click “Add event” or “Add task” at the top right corner of the page.
  3. To change the format you view it in, click “day / month / week” at the top right corner of the calendar.
  4. To view previous or upcoming months, click the < and > on the top left corner above the map.
  1. Starting at the Dashboard, go to Calendar > Events.
  2. View any existing events here.
  3. Now click “Create Event” on the menu bar to the left.
  4. Fill out all the relevant information.
    • Give your event a title.
    • Record the date and time (starting and ending). Click “OK.”
    • Provide the address and any additional information.
    • Record the Host from your contacts, or check the box if the campaign is the host.
      • If the host is not in your contacts, add them as a contact first. (Contacts > “Add new contact” in the top right hand corner).
    • List any relevant details about the event under “Description.”
    • Check the box if this event is a fundraiser or if you’re requiring registration.
  5. Click “Preview” to see the event invitation with the information filled in for this event.
  6. Click “Create” to save.
  7. To view or edit your saved event, click “Events” on the menu bar to the left. Then click your desired event.
  8. Click the pencil icon on the top right corner of the page to make any edits.
  9. Then click “Update.”
  10. View your event on the calendar by selecting from the menu bar to the left.
  1. Starting at the Dashboard, go to Calendar > Events Page.
  2. Click the image > icon on the top to upload a new image.
  3. Click “Event Title” to edit. 
  4. The events page will show your event’s host, location, time, and description. People can enter their personal information to register, select their ticket quantity, and see the ticket price.
  5. Click “Events” on the menu bar to the left and select your desired event to preview.
  6. Click on the pencil icon in the top right corner > “Preview”
  1. Starting at the Dashboard, go to Calendar > Create Event
  2. Fill out all the relevant information.
    • Give your event a title.
    • Record the date and time (starting and ending). Click “OK.”
    • Provide the address and any additional information.
    • Record the Host from your contacts, or check the box if the campaign is the host.
      • If the host is not in your contacts, add them as a contact first. (Contacts > “Add new contact” in the top right hand corner).
    • List any relevant details about the event under “Description.”
    • Check the box if this event is a fundraiser or if you’re requiring registration. Enter the ticket price if applicable.
  3. Click “Preview” to see the event invitation with the information filled in for this event.
  4. Click “Create” to save.
  5. To view or edit your saved event, click “Events” on the menu bar to the left. Then click your desired event.
  6. Click “Copy event link” and paste it in a new tab to see where people can register and purchase their tickets.
  7. Going back to your desired event details in Proximity, you can now view those who have been invited, registered, attended, and contributed.
  8. Click “Finance” on the menu bar to the left to see contributions.
  9. Click on the contribution name to see Details such as the fundraising event it’s associated with.

Tasks

  1. Starting at the Dashboard, go to Tasks.
  2. To order the columns in alphabetical order, click the arrows on the side of the column title.
  3. To complete the task, check the box under “Completed.”
  4. The column “On Dashboard Timeline” will let you know if the task is visible on the dashboard timeline.
    • Click to edit
  5. To create a new task, click “Create Task.” Give your task a title and description.
  6. If the task is associated with an event or parent task, select from the dropdowns on the right.
  7. Rank the level of priority.
  8. Assign a due date and reminder date (optional).
  9. Delegate your task to another user if applicable, and add to dashboard timeline if desired.
  10. Click “Create.”
  1. Starting at the Dashboard, go to Tasks > Create Task.
  2. Give your task a title and description.
  3. If the task is associated with an event or parent task, select from the dropdowns on the right.
  4. Rank the level of priority.
  5. Assign a due date and reminder date (optional).
  6. Delegate your task to another user if applicable, and add to dashboard timeline if desired.
  7. Click “Create.”
  8. To reorder the columns based on Deadline date, click the arrows on the side of the “Deadline” column title.
  9. See the assignees, priority, etc. in their appropriate column.
  10. Check to complete.

Finance

  1. Starting at the Dashboard, go to Finance > Settings
  2. Click the pencil icon next to “Bank account to receive contributions”
  3. Fill out the relevant information.
    • Bank name
    • Routing number
    • Account number
    • Account holder name
    • Date of birth
    • Social security number
    • Upload a copy of a government issued photo ID
  4. Click “Save.”
  1. Starting at the Dashboard, go to Finance > Contributions.
  2. Scroll to see any donations made by your supporters.
  3. Next, click “Expenses.” Scroll to see your expenses.
  4. Next, click “Settings” to find your campaign bank account, contribution disclaimer, link, and QR code.
  5. Lastly, click on “Donations Page” to view and edit.
  1. Starting at the Dashboard, go to Finance > Contributions.
  2. Click “Add contribution” in the top right corner.
  3. Fill out all the relevant information.
    • Date
    • Name of person donating
    • Email of person donating
    • Address of person donating
    • Contribution amount
    • Method (cash, check, or in kind)
    • Description
    • Occupation and employer of the person donating
  4. Click “Save.”
  5. The donation will now appear in your “Contributions.”
  6. Click to view.
  7. In “Contacts,” search the person who donated and click on their name. Their contribution will now appear under “Contribution History” on their contact card.
  1. Starting at the Dashboard, go to Finance > Expenses.
  2. Click “Add expense” in the top right corner.
  3. Fill out all the relevant information.
    • Date
    • Provider/Vendor
    • Purpose
    • Amount
  4. Click “Save.”
  5. The expense will now appear in your “Expenses.”
  6. Your total expenses will appear at the top of the page.
  7. To increase the amount of viewable expenses, select from the “View as” drop down on the top right corner.
  1. Starting at the Dashboard, go to Finance > Settings.
  2. Check to see your campaign bank account is connected and your contribution disclaimer is filled out properly. Below, click the purple button to copy the embed code or web link. You can also download the QR code.
  3. Next, click “Donations Page” on the menu bar to the left.
  4. Click the image. Then, in the top left corner, click the icon to upload or crop your image.
  5. Next, click the logo to the right. Click the icons to upload or crop your logo.
  6. Click the text in the header to change the text and/or font color. You can also change the header color by clicking the edge of the header.
  7. Click the text below the logo to add an introductory statement.
  8. Click to change the amounts.
  9. Click the “Contribution disclaimer” to add or make any changes.
  10. Remember to click “Save.”

Reports

  1. Starting at the Dashboard, go to Reports > Finance.
  2. View the “Total Amount Raised,” “Number of Contributions,” “Donors,” and “Cash on Hand.”
  3. Below, you will see various reports.
  4. To export your report, select “pdf” or “xls” from the drop down near the top right corner. Then click “Export.”

Strategy

  1. Starting at the Dashboard, go to Setup & Strategy.
  2. Click the pencil icon in the top right corner.
  3. Make any relevant changes. For example:
    • Voting dates
    • Financial disclosures
    • Yard Sign(s) Dimensions
    • Address
    • Campaign website
    • Party Affiliation
    • Office
  4. When you’re finished, click “Update” in the top right corner.

Settings

  1. Starting at the Dashboard, go to Settings > Account Management.
  2. Click “Add new card” and enter the relevant information.
  3. To edit an existing card, click the pencil icon in the top right corner.
  4. To delete an existing card, click the trash icon in the top right corner.
  1. Starting at the Dashboard, go to Settings > Web Volunteers Page.
  2. Click the image. Then, in the top left corner, click the icon to upload or crop your image.
  3. Next, click the logo to the right. Click the icons to upload or crop your logo.
  4. Click the text in the header to change the text and/or font color.
  5. Add an introductory statement.
  6. Then click “Save.”
  7. Click “Web Volunteers” on the menu bar to the left.
  8. Click “Copy web form link” on the top right corner and paste in another tab.
  9. Go back to “Web Volunteers” to view those who sign up on your Web Volunteers Page. View how they’ve signed up to help under the “Facilitate Victory” column.
  10. In “Contacts,” search the person who signed up and click on their name. Their contact card will now display “Added in Web Volunteers” in the interaction notes.
  1. Starting at the Dashboard, go to Settings > Users.
  2. Click on a name to view that person’s role and user permissions.
  3. Click “X” in the top right corner to click out.
  4. Use the dropdowns near the top right corner to filter by status and role.
  5. Click “Role Management” on the menu bar to the left.
  6. Click on a specific role to edit their accessible features and user permissions.
  7. Click “Update.”
  1. Starting on any screen, click the Proximity logo in the bottom left corner to open the “ProxiBox.”
  2. Type any questions or feedback in the box.
  3. Click “Submit.”