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Tasks to Get Out the Vote
Voter Registration

Data Management
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Engage New Voters
Targeted Lists
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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

Create Lists Limited by Canvass Status

1. Create a New List.  

2. Open Canvass Status

3. First you must select the basis on which you want the system to limit the list: You will see the following options: 

4. If you select Exclude, several canvass statuses will be checked in the upper portion of the box.  They are the standard exclusions, but you may check or uncheck as many boxes as you choose.  

5. If you choose Include Only, no canvass statuses will be checked.  You check only the one(s) you want to include (e.g. only those who were marked Not Home). 

6. There are many ways to limit the list using this function, but the other common method would be by Date Canvassed.  Scroll down until you see the Date Canvassed field.  

7. Open the Select a Date Range Type.  You will see the following options: 

Between allows you to specify specific start and end dates.  For example, to see all the voters canvassed on a specific weekend, you might enter 1/10/2020 – 1/12/2020.

In the range of is a less specific criteria. You would use this option when you are not sure of the precise dates for which you want to see a list. 

In the month of allows you to specify a specific month and year. 

8. Once you have selected your canvass status information, try Preview Results to verify that the numbers look right. 

9. Modify as necessary. 

3. When you are satisfied with your selections, Run Search

Create Lists Limited by Canvass Status

1. Create a New List.  

2. Open Canvass Status

3. First you must select the basis on which you want the system to limit the list: You will see the following options: 

4. If you select Exclude, several canvass statuses will be checked in the upper portion of the box.  They are the standard exclusions, but you may check or uncheck as many boxes as you choose.  

5. If you choose Include Only, no canvass statuses will be checked.  You check only the one(s) you want to include (e.g. only those who were marked Not Home). 

6. There are many ways to limit the list using this function, but the other common method would be by Date Canvassed.  Scroll down until you see the Date Canvassed field.  

7. Open the Select a Date Range Type.  You will see the following options: 

Between allows you to specify specific start and end dates.  For example, to see all the voters canvassed on a specific weekend, you might enter 1/10/2020 – 1/12/2020.

In the range of is a less specific criteria. You would use this option when you are not sure of the precise dates for which you want to see a list. 

In the month of allows you to specify a specific month and year. 

8. Once you have selected your canvass status information, try Preview Results to verify that the numbers look right. 

9. Modify as necessary. 

3. When you are satisfied with your selections, Run Search

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