Documentation

Interactive Mapping

Walkbooks are built and worked on an interactive map. Every home is plotted from its geocoded address and colored by party, and visited homes change color.

Highlights:

• Maps open on your current location in a Dark basemap by default; switch to Streets, Satellite or Esri Streets, and your choice is remembered on your account.
• Picking a district in the walkbook builder outlines it on the map so you can draw your turf inside it.
• In the field, canvassers see their teammates' live locations and how many doors each has knocked, and a re-center button returns the map to their own position.

Walkbooks

Walkbooks are sets of homes for door-to-door outreach, grouped by household and ordered as a walking route.

Building walkbooks:

1. Open Campaign > Walkbooks and click New walkbook.
2. Draw the area on the map, or start from a targeted list saved in the Voter Database.
3. Narrow by party, age, registration status, county, city, precinct and district (congressional, state senate, state house, county commission, school board and city council).
4. Check the live voter and household preview, then build. RSV assembles the walkbook in the background.
5. Assign one or more canvassers from the walkbook's detail page, or approve the requests canvassers send.

Using walkbooks in the field:

• Canvassers see their walkbooks on My Walkbooks after login, and can request others in their campaign.
• Homes are handed out five at a time, so several canvassers can share a walkbook without knocking the same door.
• Record contact results (supportive, opposed, not home, refused, do not contact), notes, yard sign requests and door poll answers.
• Work recorded without signal is kept on the phone and syncs when the connection returns.

Team Management

Manage your campaign staff and volunteers from a central dashboard.

Key operations:

• Create users: Campaign managers create accounts for canvassers and deputies, or add existing users, from Manage Team.
• 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: The Team Hub shows daily activity, each member's interactions, performance goals and recognitions.

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.
• Turnout Tracker: During an election, see who has voted by mail or early and who has not, from the state's daily files, with chase lists to export.
• Precinct Analytics: Voter counts and turnout rolled up by precinct or district, with a targeting score and CSV export.
• District Extents: Maps of where each district's voters live, using official shapes where a county publishes them.

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.