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Canvassing
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