Archives: VoteBuilder Tutorial

  • Adding Canvassers to MiniVan Without VoteBuilder Access

    Most volunteers will canvass using the MiniVAN app on a smartphone, instead ofa printed list. Canvassers do NOT need a VoterBuilder account, only an ActionID. The canvassing results, when synced in MiniVAN, are sent to the same MiniVAN Commit area as Pending Commits. The volunteer is listed as the Canvasser for the synced List. 1.…

  • Adding Canvassers to MiniVan who Have VoteBuilder Access

    VoteBuilder Users log into VoteBuilder using their ActionID. That ActionID can then be used to log into MiniVAN. If your canvasser is a VoteBuilder User, you can send your list or turf directly to the MiniVAN app on their phone. You can send the User multiple lists directly and all lists will be available in…

  • MiniVan Users

    VoteBuilder Advanced

  • Change VoteBuilder User Access Levels

    1. In the Administration Menu of the Home screen, select Users. 2. Once again, select Users. 3. Enter the name of the user whose access level you wish to change. Select RefreshResults. 4. A list of all users with that name will be displayed at the bottom of thescreen. Click on the name of the…

  • How to Deactivate a User

    1. In the Administration Menu of the Home screen, select Users. 2. Once again, select Users. 3. Enter the name of the user whose access you wish to deactivate. Select RefreshResults. 4. A list of all users with that name will be displayed at the bottom of thescreen. Click on the name of the user…

  • Add a New User to VoteBuilder

    1. In the Administration Menu of the Home screen, select Users. 2. Once again, select Users. 3. Click on Add New User. The Add New User screen will be displayed. 4. Supply the user’s full Name and Email address. Once this process is completed, the new user will receive an email invitationto VoteBuilder which must…

  • Users

    VoteBuilder Advanced

  • Edit a Script (Limited Access)

    1. In the Administration Menu of the Home screen, select Codes v Questions vScripts. 2. From the drop-down menu, select Scripts. The list of currently available scripts will be displayed in alphabetical order. 3. Locate the script you want to edit. Click on the name of the script.4. The Edit Script screen will be displayed.…

  • Create a Script (Limited Access)

    1. In the Administration Menu of the Home screen, select Codes v Questions vScripts. 2. From the drop-down menu, select Scripts. 3. On the Scripts screen, click on Add New Script. The New Script screen will be displayed. 4, Enter a script name that will be easily recognizable by other users. This field isrequired. The…

  • Create an Activist Code

    1. In the Administration Menu of the Home screen, select Codes vQuestions v Scripts. 2. From the drop-down menu, select Activist Codes. 3. On the Activist Codes screen, click on Add New Activist Code. The New Activist Code screen will be displayed. 4. Open the Activist Code Type field and select the appropriate type. (Note:…