Starting at the dashboard, click Contacts > Create Email Campaign > Create New.
Give the new template a Template Name and Subject.
Drag over elements from the right side (image, text, button).
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.
Be sure to save changes frequently. First, click “Save template” on the top blue bar under the Subject.
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.
Starting at the dashboard, click Contacts > Create Text Campaign.
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.
Next, select your time zone.
Fill out what you would like your message to say, including any links.
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.
Select the list you would like to send your message to. Choose from your pre-existing Proximity lists or upload an excel file.
Select “Choose file” to include any images in your text.
Click “Send text” when you are finished. The message will be sent on the date and time you selected.
Starting at the dashboard, click Contacts > Create Email Campaign > Select template.
Select the template you would like to use, and click on the content to make edits.
Fill in any blanks. Personalize the content as you like. Use brackets to add any auto-populated merge tags.
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.
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.
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.
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.
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.
Select if you’d like to send now or schedule it for later.
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.
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.
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.”
Select the interaction type. Add issue tags, follow-ups, and notes. Then click “Save.”
Add emails and phone numbers in their selected fields. Then click the checkbox to save.
Click the purple pencil at the top right corner by the contact name to edit the Name and Address. Then click “Update.”
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
Select the template you’d like to use.
Drag over any additional elements from the right side (image, text, button).
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.
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.
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.
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.)
Select if you’d like to send now or schedule it for later.
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.
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.
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.
Click “Filters” on the top right corner to view and/or change selected filters.
Toggle back and forth between Map and List view near the top right corner above the map.
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.
Toggle back to the Map view if you’d like to switch to a different canvassing list.
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 issue tags, follow-ups, yard sign requests, and notes.
Remember to click “Save.”
To edit an interaction that has previously been recorded, click on the interaction and make any desired changes.
Then click “Update.”
Click the “X” at the top right corner of the profile to get back to the map.
Starting at the Dashboard, go to Calendar > Events Page.
Click the image > icon on the top to upload a new image.
Click “Event Title” to edit.
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.
Click “Events” on the menu bar to the left and select your desired event to preview.
Click on the pencil icon in the top right corner > “Preview”
Starting at the Dashboard, go to Finance > Contributions.
Click “Add contribution” in the top right corner.
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
Click “Save.”
The donation will now appear in your “Contributions.”
Click to view.
In “Contacts,” search the person who donated and click on their name. Their contribution will now appear under “Contribution History” on their contact card.
Starting at the Dashboard, go to Finance > Settings.
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.
Next, click “Donations Page” on the menu bar to the left.
Click the image. Then, in the top left corner, click the icon to upload or crop your image.
Next, click the logo to the right. Click the icons to upload or crop your logo.
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.
Click the text below the logo to add an introductory statement.
Click to change the amounts.
Click the “Contribution disclaimer” to add or make any changes.
Starting at the Dashboard, go to Settings > Web Volunteers Page.
Click the image. Then, in the top left corner, click the icon to upload or crop your image.
Next, click the logo to the right. Click the icons to upload or crop your logo.
Click the text in the header to change the text and/or font color.
Add an introductory statement.
Then click “Save.”
Click “Web Volunteers” on the menu bar to the left.
Click “Copy web form link” on the top right corner and paste in another tab.
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.
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.