VoteBuilder (VAN) Basic

VoteBuilder (VAN) Basic

VoteBuilder 101

VoteBuilder 101

• VoteBuilder Training 101 – Curriculum

Getting Started with VoteBuilder

Getting Started with VoteBuilder

• How to Create an ActionID

• Log into VoteBuilder

• Quick Look Up

• Voter Details

• Creating a List

• Saving a List

• Converting a List to Print Format

• Printing your List

• Loading a List from a Folder

• Cutting Turfs

• Loading Turfs

VoteBuilder (VAN) Advanced

VoteBuilder (VAN) Advanced

Creating Survey Questions, Scripts and Activist Codes

Content coming soon.

Lists – Advanced

Lists – Advanced

• Excluding a previous List

• Create a Muli-Step Lists

• Tips for Organizing Lists

• Sharing Folders

Specialized Lists

Specialized Lists

• Creating a Super Voter List

• Limiting a List to a Specific Street

• Create Lists Limited by Streets

• Create Lists Based on Activist Codes

• Create Lists Limited to Voters with Notes

• Create Lists that Include Multiple Precincts

• Create a List for a Specific Race

• Create a Negative List

• Create Lists Limited by Canvass Status

• Create Lists of Dems Not Enrolled in VBM

• Use Scores to Select Left Leaning NPAs

• Create Lists Using HouseHolding

• Limiting Lists by Voter Status

• How to Use a Master Search

• VBM Renew – Voters with Mailing Address and Are Not Signed Up for VBM

• Birthday Lists from VAT

• Use FDP Targets to Create Lists

VoteBuilder Tutorial

VoteBuilder Tutorial

VoterBuilder Basic

VoteBuilder Basic

Getting Started

Getting Started

• Log into VoteBuilder

• VoteBuilder Home Page – Main Menu

Finding Voters

Finding Voters

• Quick Look Up

• Voter Details

Lists

Lists

• Creating a List

• Saving a List

• Converting a List to Print Format

• Printing your List

• Creating a Super Voter List

• Limiting a List to a Specific Street

• Loading a List from a Folder

Turfs

Turfs

• Cutting Turfs

• Loading Turfs

Using MiniVAN

Using MiniVan

• Sending a List to MiniVan

• Generating a List Number

Data Entry

Data Entry

• Grid View

• Quick Mark

VoteBuilder Advanced

VoteBuilder Advanced

Data Entry Advanced

Data Entry – Advanced

• Enter VBM Requests

• Enter Petitions

• Add a New Location

• Add a Contacted By

Lists Advanced

Lists – Advanced

• Create Lists Limited by Streets

• Create Lists Based on Activist Codes

• Create Lists Limited to Voters with Notes

• Create Lists that Include Multiple Precincts

• Create a List for a Specific Race

• Create a Negative List

• Create Lists Limited by Canvass Status

• Create Lists of Dems Not Enrolled in VBM

• Use Scores to Select Left Leaning NPAs

• Create a Multi-Step Lists

• Create Lists Using Householding

• Tips for Organizing Lists

• Sharing Folders

• Limiting Lists by Voter Status

• Use FDP Targets to Create Lists

MiniVAN Campaign

MiniVan Campaign

• Select the Correct MiniVan Campaign

• Create a MiniVan Campaign With Limited Access

• Edit a MiniVan Campaign

MiniVAN Tasks in VoteBuilder

MiniVan Tasks in VoteBuilder

• Generate List Numbers for MiniVan Canvassers to Use

• Send Lists to Multiple MiniVan Canvassers Simultaneously

• MiniVan Commit

• Viewing the Homes Canvassed

• Viewing Previously Committed Canvasses

Monitor the System

Monitor the System

• View Log in History

• Generate Most Frequent User Report

My Campaign Functions

My Campaign Functions

• View Event Calendar

• View Event List

• View Event Participant List

Phone Banks

Phone Banks

• View Virtual Phone Bank List

• Make Calls from a Private Phone Bank

• Create a Private Phone Bank Available Only to Those with VoteBuilder Accounts

• Create a Public Phone Bank Available to Anyone with an ActionID

• Make Calls from a Public Phone Bank

• Edit a Phone Bank

• Close a Phone Bank

• Manage Active Phone Bank Rounds

• View Report on a Phone Bank

Reports

Reports

• View Canvass Results

• Activist Code Report

• Contact History Report

• View List Counts and Crosstabs

• Select the Correct Report Format

Scripts

Scripts

• Create a Survey Question (Limited Access)

• Select the Correct Activist Codes for Your Scripts

• Add an Activist Code to a Voter Record

• Create an Activist Code

• Create a Script (Limited Access)

• Edit a Script (Limited Access)

• Select the Correct Script

Users

Users

• Add a New User to VoteBuilder

• How to Deactivate a User

• Change VoteBuilder User Access Levels

MiniVAN Users

MiniVan Users

• Adding Canvassers to MiniVan who Have VoteBuilder Access

• Adding Canvassers to MiniVan Without VoteBuilder Access

MiniVAN

MiniVAN

• Generate List Numbers for MiniVan Canvassers to Use

• Sending a List to MiniVAN

• Send Lists to Multiple MiniVan Canvassers Simultaneously

• Generating a List Number

• Login to MiniVAN

• Canvass with MiniVan Videos

• How to Create an ActionID

• Canvass with MiniVAN

• Create a MiniVan Campaign

Mobilize

Mobilize

• Create an Event

• Creating a Virtual Event (Fixed Schedule)

• Creating a Virtual Event (Flexible Timing)

• Convert In-Person Event to Virtual

• Close a Shift

• View Registrations for an Event

• Finding Volunteers

• Add Walk-Ins

• Email Attendees

Movement Labs Texting

Send Text Messages

• EMS to Spoke Targeted Texting Video – Complex

• Prepare for a Texting Campaign

• Training Videos for Texting

• Create a List of Voters to Text

• Create Master Searches for Texting

Target your Text Messages with EMS

Target your Text Messages with EMS

• Run a Texting Campaign in ML Spoke Using EMS

• Find the Best Phone Number for Texting

• Create Short Trackable Links

• Target messages to multiple audiences in one campaign

• Create a landing page for text or email campaigns

• Find the Best Texting Phone Number

• Embed Short Links that You can Track

• Target Messages to Multiple Audiences

• Store Digital Images

• Create a Landing Page for More Information

Send Email Messages Using FES

Send Email Messages

• FES Interspire Email Tutorials

• FES Interspire Email User Guide

• Create Slate Cards and Send Using FES Video Tutorial

• FDDC Email System (FES) Overview

• Interspire User Guide

• Interspire Knowledge BaseTutorials

• Sending Slate Cards with the FDDC Email System

• Overview – how to prepare for an email campaign

• Sample Email Scripts VBM

VAT

Voter Analysis Tool VAT

VAT

VAT

• Create Slate Cards and Send Using FES Video Tutorial

• The VAT New Voter Canvass List

• How to Create Targeted Slate Cards for Well-Known Districts

• Define Zones for Local Elections to Add to Slate Cards (Elections in Municipalities, City Wards, Local Districts, Special Districts)

• Sending Slate Cards with the FDDC Email System

• Voter Analysis Tool (VAT) Overview

• Birthday Lists from VAT

• How to Identify Local Candidates and Races

• New Voters List

• New Emails List

VAT to VAN Tutorial

VAT to VAN Tutorial

• VAT to VAN Overview

• VAT to VAN Steps 1-2 Extracting VAT Data

• VAT to VAN Step 3 Survey Question

• VAT to VAN Steps 4A – 4B

• VAT to VAN Step 5