Archives: VoteBuilder Tutorial
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Add an Activist Code to a Voter Record
1. From the VoteBuilder Home Screen, open Quick Lookup. 2. Supply the necessary information to locate the voter for whom you want to add an Activist Code. 3. Open their Voter Record. 4. Scroll down to the section labeled Activist Code. 5. Open the Activist Code section. Locate the link to Add Multiple Activist Codes.…
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Select the Correct Activist Codes for Your Scripts
Activist codes do not indicate activism in the traditional sense. They are used togroup voters. All Activist Code questions are yes/no. The list of Activist Codes isquite lengthy. The following list of codes are major HCDEC Activist Codes.Management of Activist Codes is important because if you have too many ofthem, you will not be able…
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Create a Survey Question (Limited Access)
If you identify a survey question that needs to be asked that is not in the list of existing survey questions, please feel free to create it. Forward to the Chair of the Field Organizing Committee at PFO.hcdec@proton.me, so that it can be shared with others. The more we can standardize our use of certain…
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Select the Correct Script
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Scripts
VoteBuilder Advanced
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Select the Correct Report Format
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View List Counts and Crosstabs
You may sometimes need to be able to do some quick analysis on a list ofvoters. Using Counts and Crosstabs allows a user to break down the listpopulation by different demographics and voting histories. 1. Open a list.2, In the icon menu of options, click on the icon Counts. 3. A popup menu will appear.…
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Contact History Report
1. In the Reporting & Data Analysis section of the Home Screen, select ReportManager. 2. Then select Contact History Report. You will see a list of all voters who have been contacted by the HCDEC over thelast 14 days. 3. You can save, export, and schedule this report as with the Activist Code Report
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Activist Code Report
1. In the Reporting & Data Analysis section of the Home Screen, select ReportManager. 2. Select Activist Code Report. You will see a list of all voters for whom Activist Codes have been applied in thelast 30 days. 3. You can export this list to Excel. Click on Report Actions in the upper rightcorner of…
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View Canvass Results
1. In the Canvassing section of the My Voters Home Screen, select CanvassResults. The default view is to see the canvass results for the entire county on thecurrent date. 2. Click on the link for Hillsborough, and the results will be re-displayed by precinct for the same date range. 3. You can specify whatever time…