Documentation

Interactive Mapping

Visualize your entire voter universe on an interactive map powered by Leaflet.js. Each voter is plotted based on their geocoded address.

How to use:

• Navigate to a walkbook to view its voters on the map.
• Voters are grouped into clusters that expand as you zoom in.
• Click a marker to see voter details, get driving directions, mark the address as visited, or add a note.
• The map supports location-based sorting, showing the nearest voters first when your GPS is enabled.

Walkbooks

Walkbooks are collections of voters assigned to a canvasser for door-to-door outreach. They combine map and list views for efficient field work.

Creating walkbooks:

1. Go to Voter Management > Voters and use the filters to select a group of voters (by ZIP code, party, district, etc.).
2. Select voters using the checkboxes (up to 10,000 at a time).
3. Click "Create Walkbook from Selected" and give it a name.
4. Assign the walkbook to a canvasser from the walkbook management page.

Using walkbooks in the field:

• Canvassers see their assigned walkbooks on their dashboard after login.
• Open a walkbook to see voters on the map and in a scrollable list.
• Record contact results (home, not home, refused, etc.) for each voter.
• The list view supports pagination with 500 voters per page.

Team Management

Manage your campaign staff and volunteers from a central dashboard.

Key operations:

• Create users: Campaign managers can create accounts for canvassers and deputies via the Admin panel.
• Assign roles: Set users as Canvassers, Deputy Campaign Managers, or (for super admins) Campaign Managers.
• Reset passwords: Reset a user's password from the team management page if they lose access.
• Track performance: View activity logs showing which voters each canvasser has contacted.

Real-time Analytics

The campaign dashboard provides real-time metrics on voter outreach progress, team activity, and campaign health.

• Dashboard overview: Total voters, contact rates, geocoding status, and recent activity at a glance.
• Voter contact analytics: Track how many voters have been contacted, their responses, and outreach coverage by area.
• Filtering and search: The voter list supports advanced smart search, automatically detecting party affiliation, ZIP codes, age ranges, cities, and districts from a single search query.
• Export: Export filtered voter lists to CSV for use in other tools. Supports streaming export for large datasets.

SMS Messaging

Reach voters directly via SMS and MMS messaging through the integrated Telnyx messaging platform.

Messaging workflow:

1. Campaign registration: A one-time registration fee covers carrier compliance setup for your campaign.
2. Number pool: Purchase phone numbers to use for outbound messaging.
3. Templates: Create reusable message templates with merge fields for personalized outreach.
4. Bulk send: Select voters from your list and send messages in bulk. Messages are distributed across your number pool.
5. Scheduling: Schedule messages to send at a future date and time.

Petition Tracking

Manage ballot initiative and candidate petition signature collection campaigns.

• Create petitions: Set a name, description, and signature goal for each petition.
• Assign collectors: Assign team members to petition drives.
• Record signatures: Log signatures collected in the field with the signer's details.
• Track progress: View real-time progress toward your signature goal with visual progress bars.

Election Analytics (CVR Analysis)

Upload and analyze Cast Vote Record (CVR) data to understand voting patterns across races.

• Upload CVR data: Supports Excel, CSV, and JSON files. The system auto-detects column mappings.
• Cross-voting analysis: Discover how voters for one candidate voted in other races on the ballot.
• API access: Integrate election analytics into your own tools via the REST API.