FieldEdge for NationBuilder
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Canvassing
Canvassing
Using the Canvassing features of FieldEdge
Ryan Anderson avatar
By Ryan1 author19 articles

Walk Setup


Proximity Walk (automated walk lists)
Create a walk list in NationBuilder
Assign your walk lists
Assign people on your list a point person
Create and add a survey

In the field


Canvassing with a team
Workflows for Completing / Skipping People & Households
Conduct a survey
Canvass using the List View
Toggling directions on and off
Adding people and households on the fly

Reporting


Summarizing and reviewing canvass activity
Survey results
Export canvass activity and notes

Advanced


Re-canvass a list of people
Turf cut by district, ward or pecinct

Troubleshooting


Surveys not showing up in FieldEdge
Why is their a strange tag added to a person whose been canvassed?
Households aren't displaying / populating when canvassing
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