Campaigns

Overview

The Campaigns page lets you organize your canvassing efforts into distinct campaigns with specific goals, timeframes, and assigned teams. Track progress toward your targets and compare performance across different campaign initiatives.

Creating a Campaign

1. Click New Campaign in the top right

2. Fill in the campaign details:

   • Name - Descriptive campaign name (e.g., “District 6 Phone Bank”)
   • Description - Goals and context for the campaign
   • Start Date - When the campaign begins
   • End Date - Target completion date
   • Contact Goal - Number of voter contacts to achieve
   • Turf - Optionally link to a specific turf

3. Click Create to save

Campaign Fields

Field	Description
Name	Campaign identifier visible to team
Description	Details about campaign objectives
Start Date	Campaign start date
End Date	Campaign end date
Contact Goal	Target number of contacts
Turf	Associated turf (optional)
Status	Active, Completed, or Paused

Campaign Statistics

Each campaign displays real-time statistics:

• Total Contacts - Number of contacts made
• Goal Progress - Percentage toward contact goal
• Positive Rate - Percentage of supportive responses
• Days Remaining - Time until campaign end date

Managing Campaigns

Editing a Campaign

1. Click on the campaign row or the edit icon
2. Modify any campaign fields
3. Click Save to update

Campaign Actions

From the campaign row menu:

• Edit - Modify campaign details
• View Progress - See detailed statistics
• Delete - Remove the campaign (contacts are preserved)

Caution

Deleting a campaign doesn’t delete the underlying contact data. Contacts made during the campaign remain in voter records and contact history.

Campaign Progress

Progress Bar

Each campaign shows a visual progress bar indicating:

• Current contacts vs. goal
• Color coding (green for on-track, yellow for behind, red for significantly behind)

Timeline View

Track daily contact volume to see:

• Days with high activity
• Trends over campaign duration
• Comparison to goal pace

Linking Turfs

Associate campaigns with turfs to:

• Focus canvassers on specific geographic areas
• Track progress for particular voter segments
• Coordinate multiple campaigns in different areas

When a campaign is linked to a turf, only contacts with voters in that turf count toward campaign goals.

Campaign Lifecycle

Active Campaigns

Current campaigns accepting new contacts. Team members see active campaigns in their mobile app.

Completed Campaigns

Campaigns past their end date or manually marked complete. Statistics are preserved for reporting.

Paused Campaigns

Temporarily suspended campaigns. Can be reactivated when ready to resume.

Reporting

Campaign Summary

View aggregate statistics across all campaigns:

• Total contacts across all campaigns
• Overall goal completion rate
• Top performing campaigns
• Campaigns needing attention

Export Campaign Data

Export campaign results for external reporting:

1. Select the campaign
2. Click Export
3. Choose format (CSV)
4. Include fields: dates, contacts, results, team activity

Best Practices

Goal Setting

• Set realistic, achievable goals based on team size
• Break large goals into smaller campaign phases
• Account for weekends and holidays in timeline

Campaign Focus

• Create separate campaigns for different initiatives
• Use descriptive names for easy identification
• Link to appropriate turfs for geographic focus

Progress Monitoring

• Check campaign progress regularly
• Adjust goals or timelines if needed
• Celebrate milestones to motivate team

Troubleshooting

Campaign Not Showing Progress

If a campaign isn’t counting contacts:

1. Verify the campaign dates include today
2. Check if a turf is linked and contacts are outside it
3. Ensure canvassers are assigned to the campaign

Duplicate Campaigns

If you accidentally created duplicates:

1. Determine which campaign to keep
2. Note any contacts in the duplicate
3. Delete the duplicate campaign
4. Verify contacts appear under the correct campaign