FieldEdge

Ryan Anderson

Using the Canvassing features of FieldEdge

Canvassing

Create a list based on your current location and filters

Proximity Walk (automated walk lists)

Planning to canvass your people in your database? Learn how to create walk lists in NationBuilder and sync them to FieldEdge

Create a walk list in NationBuilder

Share the NationBuilder list with canvassers

Assign your walk lists

Required when using the "Assigned" permission set feature

Assign people on your list a point person

Create a survey in your nation for users to access in the field

Create and add a survey

Walk Setup

Learn how to update the status of households around you

Canvassing with a team

Understand how the Complete and Skip functions work in the context of people and households

Workflows for Completing / Skipping People & Households

Conduct a survey

List View provides a neat scrollable and sortable list of households from your walk list

Canvass using the List View

Turning off directions on the map can be an alternative workflow that also saves battery life

Toggling directions on and off

Found a person or household not on your list and want to add them?

Adding people and households on the fly

In the field

Use NationBuilder to understand how your campaign is performing

Summarizing and reviewing canvass activity

View the consolidated summary of survey results or an individual's responses

Survey results

Create an automation that automatically syncs new logged contacts as they happen to Google Sheets, Airtable, Excel, etc.

Export canvass activity and notes

Reporting

Want to recanvass but everyone is marked completed? Here's what to do

Re-canvass a list of people

Create walk lists by filtering on districts, wards, precincts and electorates

Turf cut by district, ward or pecinct

Advanced

How to get a NationBuilder survey to appear in the FieldEdge app

Surveys not showing up in FieldEdge

Wondering what the fe:walk:2017Canvassed tag means? Learn why and how this tag is applied to people when using FieldEdge.

Why is their a strange tag added to a person whose been canvassed?

Find out why houses and people are missing from the map or list

Households aren't displaying / populating when canvassing

Troubleshooting

Open Dashboard

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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