Canvassing

Using the Canvassing features of FieldEdge

19 articles in this collection
Written by Ryan Anderson

Walk Setup

Proximity Walk (automated walk lists)

Create a list based on your current location and filters

Written by Ryan Anderson
Updated over a week ago

Create a walk list in NationBuilder

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

Written by Ryan Anderson
Updated over a week ago

Assign your walk lists

Share the NationBuilder list with canvassers

Written by Ryan Anderson
Updated over a week ago

Assign people on your list a point person

Required when using the "Assigned" permission set feature

Written by Ryan Anderson
Updated over a week ago

Create and add a survey

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

Written by Ryan Anderson
Updated over a week ago

In the field

Canvassing with a team

Learn how to update the status of households around you

Written by Ryan Anderson
Updated over a week ago

Workflows for Completing / Skipping People & Households

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

Written by Ryan Anderson
Updated over a week ago

Conduct a survey

Take a survey at the door

Written by Ryan Anderson
Updated over a week ago

Canvass using the List View

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

Written by Ryan Anderson
Updated over a week ago

Toggling directions on and off

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

Written by Ryan Anderson
Updated over a week ago

Adding people and households on the fly

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

Written by Ryan Anderson
Updated over a week ago

Reporting

Summarizing and reviewing canvass activity

Use NationBuilder to understand how your campaign is performing

Written by Ryan Anderson
Updated over a week ago

Survey results

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

Written by Ryan Anderson
Updated over a week ago

Export canvass activity and notes

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

Written by Ryan Anderson
Updated over a week ago

Advanced

Re-canvass a list of people

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

Written by Ryan Anderson
Updated over a week ago

Turf cut by district, ward or pecinct

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

Written by Ryan Anderson
Updated over a week ago

Troubleshooting

Surveys not showing up in FieldEdge

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

Written by Ryan Anderson
Updated over a week ago

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

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

Written by Ryan Anderson
Updated over a week ago

Households aren't displaying / populating when canvassing

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

Written by Ryan Anderson
Updated over a week ago