Building local capacity; sharing Liberalist to infinity and beyond Call to hear the spoken portion of the session
Nadya Wilkinson Liberal Party HelpDesk Agent
Customized Survey Questions Custom Scripts Custom Report Formats Opportunities for Customizing your Canvass
Should not replace: ◦ Events ◦ Signs ◦ Affiliation (standard question) ◦ Active Volunteer
Eg. Do you think the eligibility age for Old Age Security should be raised to 67? ◦ Yes ◦ No ◦ Don’t Know
Private For issues / projects of local relevance Shared Contacts Level 3 Do not link to the centrally created Activist Codes or Survey Question
Shared Contacts Codes · Questions · Scripts ◦ Survey Questions Click New Survey Question
Clicking Save allows you to add responses
Medium and Short Responses for canvass sheets, data entry.
Combine: ◦ Text ◦ Survey Questions ◦ Activist Codes ◦ Volunteer Activity ◦ Events
Can be used with ◦ MiniVan ◦ Virtual Phone Bank ◦ Grid View ◦ Scan Bar Codes ◦ Canvass Sheets
Private Any canvass / outreach project My Voters & Shared Contacts Level 3 CAN link to the centrally created Activist Codes or Survey Questions
On the tab where you’ll create lists Codes · Questions · Scripts ◦ Scripts Click Add New Script
Name your Script Click Next
Add Script Elements one at a time Click Add AFTER adding EACH element.
Added Elements are displayed in the Preview area
Don’t forget to add Results for when your callers don’t get responses to the questions in the script Results can be searched and excluded from future lists.
If including an event invitation, you can select which responses should be tracked.
Click Save to move on Click Save As to create a copy
Click Save to move on Click Save As to create a copy
Report Format: The Layout of information and questions on a printed sheet
Display Information: ◦ Name ◦ Contact Information ◦ ID number & bar code ◦ Activist Codes ◦ Survey Questions Collect Information: ◦ Space for Script ◦ Fixed Script Integration
Space for any Script (chosen when printing) Script integrated directly into Report, cannot be changed when printing
Private ◦ Can be visible to you only Any PRINTED sheets for outreach, reporting My Voters & Shared Contacts Level 3
On the tab where you’ll print lists Reports · Labels ◦ Report Formats Click Add New Report Format
Name your Report Select printed page attributes ◦ Page Size ◦ Orientation Do you want to show profile notes? ◦ Text Size ◦ Rows of Information
Save space for a Script? Or will you integrate a script into the report (Fixed Script)?
Drag and Drop! Add Columns to separate sections
Button Bar ◦ Add Activist Code => ‘X’ in Available Fields ◦ Add Survey Question => Response in Available Fields Use Add Text Field for context Drag and Drop!
Use Add Text Field and Add Checkbox to integrate script Eg. Taking a sign ◦ Text ◦ Checkbox ◦ Both are added to the Available Fields section. Drag them up!
MiniVan Virtual Phone Bank Grid View Scan Bar Codes Canvass Sheets Quick Mark