1. Building local capacity; sharing Liberalist to infinity and beyond Call 1-800-747-5150 to hear the spoken portion of the session

2. Nadya Wilkinson Liberal Party HelpDesk Agent

3.  Customized Survey Questions  Custom Scripts  Custom Report Formats  Opportunities for Customizing your Canvass

4.  Should not replace: ◦ Events ◦ Signs ◦ Affiliation (standard question) ◦ Active Volunteer

5.  Eg. Do you think the eligibility age for Old Age Security should be raised to 67? ◦ Yes ◦ No ◦ Don’t Know

6.  Private  For issues / projects of local relevance  Shared Contacts  Level 3  Do not link to the centrally created Activist Codes or Survey Question

7.  Shared Contacts  Codes · Questions · Scripts ◦ Survey Questions  Click New Survey Question

10.  Clicking Save allows you to add responses

11.  Medium and Short Responses for canvass sheets, data entry.

12.  Combine: ◦ Text ◦ Survey Questions ◦ Activist Codes ◦ Volunteer Activity ◦ Events

13.  Can be used with ◦ MiniVan ◦ Virtual Phone Bank ◦ Grid View ◦ Scan Bar Codes ◦ Canvass Sheets

14.  Private  Any canvass / outreach project  My Voters & Shared Contacts  Level 3  CAN link to the centrally created Activist Codes or Survey Questions

15.  On the tab where you’ll create lists  Codes · Questions · Scripts ◦ Scripts  Click Add New Script

16.  Name your Script  Click Next

17.  Add Script Elements one at a time  Click Add AFTER adding EACH element.

18.  Added Elements are displayed in the Preview area

19.  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.

20.  If including an event invitation, you can select which responses should be tracked.

21.  Click Save to move on  Click Save As to create a copy

22.  Click Save to move on  Click Save As to create a copy

23.  Report Format: The Layout of information and questions on a printed sheet

25.  Display Information: ◦ Name ◦ Contact Information ◦ ID number & bar code ◦ Activist Codes ◦ Survey Questions  Collect Information: ◦ Space for Script ◦ Fixed Script Integration

26.  Space for any Script (chosen when printing)  Script integrated directly into Report, cannot be changed when printing

27.  Private ◦ Can be visible to you only  Any PRINTED sheets for outreach, reporting  My Voters & Shared Contacts  Level 3

28.  On the tab where you’ll print lists  Reports · Labels ◦ Report Formats  Click Add New Report Format

29.  Name your Report  Select printed page attributes ◦ Page Size ◦ Orientation  Do you want to show profile notes? ◦ Text Size ◦ Rows of Information

30.  Save space for a Script? Or will you integrate a script into the report (Fixed Script)?

32.  Drag and Drop!  Add Columns to separate sections

33.  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!

34.  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!

35.  MiniVan  Virtual Phone Bank  Grid View  Scan Bar Codes  Canvass Sheets  Quick Mark