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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

Saving a List

Before you work on your list any further, you should save it.  

1. Select Save List As in the upper right-hand corner of the screen.  

You will see a two-option menu for Save My List

The two options are:

A. Saved List (Fixed set of people): This option freezes in time, the names of the voters on your list and all of the information about them.

B. Saved Search: This option allows you to produce an updated version of the list each time you open it.  Any new registered voters will be included.  

2. Fill in the circle next to Saved Search (Dynamic set of Search Criteria) and click on the Save button.  

You will be asked several additional questions:  

A. New Search or Replace an Existing Search,

B.Save in a New Folder or in an existing folder  

3. Fill in the circle next to New Search and check the box marked New Folder.  

4. Type in your New Folder Name and your Search Name.   

A folder is similar to the manila folders in a filing cabinet.  You put a label on the folder such as “June receipts” and you file all receipts in that folder.  Here you might name your folder for a Neighborhood or an Activity such as “Grand Hampton 2019” or “Voter Registration 2019”.  

Each list name is unique and should be a shorthand way of describing your list for quick recognition.  For example, “2019.06.30 VR in GH and Esplanade” would mean the Voter Registration Canvass on June 30th of this year in the two communities of Grand Hampton and Esplanade.  

The Description field is optional, but if you require further information to help you recall what the list was used for, this would be the place to record it.   

5. Select Save.  

Saving a List

Before you work on your list any further, you should save it.  

1. Select Save List As in the upper right-hand corner of the screen.  

You will see a two-option menu for Save My List

The two options are:

A. Saved List (Fixed set of people): This option freezes in time, the names of the voters on your list and all of the information about them.

B. Saved Search: This option allows you to produce an updated version of the list each time you open it.  Any new registered voters will be included.  

2. Fill in the circle next to Saved Search (Dynamic set of Search Criteria) and click on the Save button.  

You will be asked several additional questions:  

A. New Search or Replace an Existing Search,

B.Save in a New Folder or in an existing folder  

3. Fill in the circle next to New Search and check the box marked New Folder.  

4. Type in your New Folder Name and your Search Name.   

A folder is similar to the manila folders in a filing cabinet.  You put a label on the folder such as “June receipts” and you file all receipts in that folder.  Here you might name your folder for a Neighborhood or an Activity such as “Grand Hampton 2019” or “Voter Registration 2019”.  

Each list name is unique and should be a shorthand way of describing your list for quick recognition.  For example, “2019.06.30 VR in GH and Esplanade” would mean the Voter Registration Canvass on June 30th of this year in the two communities of Grand Hampton and Esplanade.  

The Description field is optional, but if you require further information to help you recall what the list was used for, this would be the place to record it.   

5. Select Save.  

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