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Tasks to Get Out the Vote
Voter Registration

Data Management
Voter Outreach Person to Person
Engage New Voters
Targeted Lists
Postcards

Door to Door Canvass
Virtual Phone Bank Canvasses
Robocalls
Voter Outreach Digital
Create Targeted Slate Cards
Send Text Messages
Target your Text Messages with EMS
Send Email Messages Using FES

Tools to Conduct Tasks
VoteBuilder (VAN) Basic
VoteBuilder 101

Getting Started with VoteBuilder

VoteBuilder (VAN) Advanced
Creating Survey Questions, Scripts and Activist Codes
Lists – Advanced

Specialized Lists
VoteBuilder Tutorial
VoterBuilder Basic
Getting Started

Finding Voters

Lists

Turfs

Using MiniVAN

Data Entry

VoteBuilder Advanced
Data Entry Advanced

Lists Advanced
MiniVAN Campaign

MiniVAN Tasks in VoteBuilder

Monitor the System

My Campaign Functions

Phone Banks

Reports
Scripts
Users

MiniVAN Users

MiniVAN
Mobilize

Movement Labs Texting
Target your Text Messages with EMS
Send Email Messages Using FES
VAT
VAT
VAT to VAN Tutorial

Activist Code Report

1. In the Reporting & Data Analysis section of the Home Screen, select Report
Manager.

2. Select Activist Code Report.

You will see a list of all voters for whom Activist Codes have been applied in the
last 30 days.

3. You can export this list to Excel. Click on Report Actions in the upper right
corner of the screen. Select Export.

4. You will see the following message. (Note: You only have a few hours to
download and save your file. Otherwise you will need to export
again.)

5. Click on My Export Files to view and download your file;
otherwise click on Close.

6. You can schedule this report to be emailed to you. Select Save As.

7. You will see the following. Select Save & Schedule.

8. You will see the New Scheduled Report screen. Your name is pre-populated as
a recipient of the report, but you can add other recipients.

9. You are required to provide a Subject for the email. You may
also add a message
to be included in the email.

10 You must then specify the schedule details. Click Schedule to complete the
process.

The Activist Code Report screen will be re-displayed

Activist Code Report

1. In the Reporting & Data Analysis section of the Home Screen, select Report
Manager.

2. Select Activist Code Report.

You will see a list of all voters for whom Activist Codes have been applied in the
last 30 days.

3. You can export this list to Excel. Click on Report Actions in the upper right
corner of the screen. Select Export.

4. You will see the following message. (Note: You only have a few hours to
download and save your file. Otherwise you will need to export
again.)

5. Click on My Export Files to view and download your file;
otherwise click on Close.

6. You can schedule this report to be emailed to you. Select Save As.

7. You will see the following. Select Save & Schedule.

8. You will see the New Scheduled Report screen. Your name is pre-populated as
a recipient of the report, but you can add other recipients.

9. You are required to provide a Subject for the email. You may
also add a message
to be included in the email.

10 You must then specify the schedule details. Click Schedule to complete the
process.

The Activist Code Report screen will be re-displayed

Resources



Tasks to Get Out the Vote
Voter Registration

Data Management
Voter Outreach Person to Person
Engage New Voters
Targeted Lists
Postcards

Door to Door Canvass
Virtual Phone Bank Canvasses
Robocalls
Voter Outreach Digital
Create Targeted Slate Cards
Send Text Messages
Target your Text Messages with EMS
Send Email Messages Using FES

Tools to Conduct Tasks
VoteBuilder (VAN) Basic
VoteBuilder 101

Getting Started with VoteBuilder

VoteBuilder (VAN) Advanced
Creating Survey Questions, Scripts and Activist Codes
Lists – Advanced

Specialized Lists
VoteBuilder Tutorial
VoterBuilder Basic
Getting Started

Finding Voters

Lists

Turfs

Using MiniVAN

Data Entry

VoteBuilder Advanced
Data Entry Advanced

Lists Advanced
MiniVAN Campaign

MiniVAN Tasks in VoteBuilder

Monitor the System

My Campaign Functions

Phone Banks

Reports
Scripts
Users

MiniVAN Users

MiniVAN
Mobilize

Movement Labs Texting
Target your Text Messages with EMS
Send Email Messages Using FES
VAT
VAT
VAT to VAN Tutorial