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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

Creating a Virtual Event (Fixed Schedule)

1. From the Events dashboard, select Create a New Event:

2. Select New Shifted Virtual Action.

3. Complete the top of the screen and select the type of virtual event.

4. Visibility should be Public and add a brief description.

5. Upload a photo from a saved file on your computer. When you click on this link, you will be able to navigate to the saved file.

6. Provide contact information so your volunteers can reach you with any questions or problems they may have.

7. The Registration Confirmation Email is where you provide the link to the virtual event. If it is a virtual meeting or phone bank for which no instructions are needed, you can include the meeting link directly:

If it is a Text Bank, for example, where you need to register them as users first, you may will want to tell the volunteer that you will respond to their sign-up within a specified time period so you have sufficient time to create their account and then you can get back to them with account and text bank information in a separate email.

8. The scheduling portion of the screen will look identical to the scheduling portion of creating an in-person event.

Creating a Virtual Event (Fixed Schedule)

1. From the Events dashboard, select Create a New Event:

2. Select New Shifted Virtual Action.

3. Complete the top of the screen and select the type of virtual event.

4. Visibility should be Public and add a brief description.

5. Upload a photo from a saved file on your computer. When you click on this link, you will be able to navigate to the saved file.

6. Provide contact information so your volunteers can reach you with any questions or problems they may have.

7. The Registration Confirmation Email is where you provide the link to the virtual event. If it is a virtual meeting or phone bank for which no instructions are needed, you can include the meeting link directly:

If it is a Text Bank, for example, where you need to register them as users first, you may will want to tell the volunteer that you will respond to their sign-up within a specified time period so you have sufficient time to create their account and then you can get back to them with account and text bank information in a separate email.

8. The scheduling portion of the screen will look identical to the scheduling portion of creating an in-person event.

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