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Tasks to Get Out the Vote
Voter Registration

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Robocalls
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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

Create an Event

1. From the Mobilize home page, select New Event:

2. You will see the following. Select New in-person event.

3. The New Event screen will be displayed. Supply all required information (indicated by an *)

4. Your Event may be Private. For example, you may be holding a meeting of Precinct Captains in your area and do not want public participation. In that event, you might indicate that the Event is Private. In this way, only those to whom you send the link will be able to register.

5. Please note that what you type in the Description box, is what will be seen by the public. This is not the place for the informal language used in text messages.

6. You can make your Event more appealing by using a graphic or photograph. Select Upload a photo.

7. A dialog box similar to the one below will be opened. Navigate to a saved file on your computer to add it to your EventClick on the file so it appears in the File Name field, then click Open

8. The Reply to email address may be changed and the new email address will appear in the body of any emails sent by Mobilize. However, and it’s a big however, all registration notifications, cancellations, etc. will be sent to the owner of the Event. That’s you…the person creating the Event.

9. You have the option of allowing/disallowing follow-up messages to participants.

10. Provide the schedule for your Event and all shift information. For example, a meeting may be held monthly and can be scheduled as such. A Petition Signature Drive may be a one-day Event with multiple shifts. Select Add times.

11. You will see the Schedule time(s) screen.

12. Select the frequencystart and end date, and hours of the Event. If your Event is an all day affair with multiple shifts requiring staffing, you click on Add times as often as needed to list all of the shifts. Note in the following example there are 4 shifts on November 3rd.

13. Add location information. Note the option to keep the location private. This means the Event will be publicly viewable, but no one will see the location unless they register for the Event. It will be provided in their registration confirmation email. This is useful for events like a fundraiser at someone’s home. You want to keep their address private until someone indicates their intention to attend.

14. Select Submit.

Create an Event

1. From the Mobilize home page, select New Event:

2. You will see the following. Select New in-person event.

3. The New Event screen will be displayed. Supply all required information (indicated by an *)

4. Your Event may be Private. For example, you may be holding a meeting of Precinct Captains in your area and do not want public participation. In that event, you might indicate that the Event is Private. In this way, only those to whom you send the link will be able to register.

5. Please note that what you type in the Description box, is what will be seen by the public. This is not the place for the informal language used in text messages.

6. You can make your Event more appealing by using a graphic or photograph. Select Upload a photo.

7. A dialog box similar to the one below will be opened. Navigate to a saved file on your computer to add it to your EventClick on the file so it appears in the File Name field, then click Open

8. The Reply to email address may be changed and the new email address will appear in the body of any emails sent by Mobilize. However, and it’s a big however, all registration notifications, cancellations, etc. will be sent to the owner of the Event. That’s you…the person creating the Event.

9. You have the option of allowing/disallowing follow-up messages to participants.

10. Provide the schedule for your Event and all shift information. For example, a meeting may be held monthly and can be scheduled as such. A Petition Signature Drive may be a one-day Event with multiple shifts. Select Add times.

11. You will see the Schedule time(s) screen.

12. Select the frequencystart and end date, and hours of the Event. If your Event is an all day affair with multiple shifts requiring staffing, you click on Add times as often as needed to list all of the shifts. Note in the following example there are 4 shifts on November 3rd.

13. Add location information. Note the option to keep the location private. This means the Event will be publicly viewable, but no one will see the location unless they register for the Event. It will be provided in their registration confirmation email. This is useful for events like a fundraiser at someone’s home. You want to keep their address private until someone indicates their intention to attend.

14. Select Submit.

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