Archives: VoteBuilder Tutorial

  • Phone Banks

    VoteBuilder Advanced

  • View Event Participant List

    1. In the My Campaign tab, find the Events menu. Select Event Participant List. This will display a list of all participants of all events for the specified date range. 2. You will, most likely, want to filter this list. Set your Filters, then Refresh the Results.

  • View Event List

    1, In the My Campaign tab, find the Events menu. Select Event List. This will display a list of events for the currently specified date range, which is always a one-day period using the current day. (Note: The filters from the calendar carry over to this list.) 2. You will, most likely want to specify…

  • View Event Calendar

    1. Switch from the My Voters tab to the My Campaign tab. 2. In the Events section of the home screen, select Calendar. A very crowded calendar will appear. It is crowded because it includes events from the entire state. You must first setthe filter to Hillsborough County. 3. Open the Advanced Filters section of…

  • My Campaign Functions

    VoteBuilder Advanced

  • Generate Most Frequent User Report

    1. In the Administrative Menu of the home screen, select Monitor the System. 2. Then select Most Frequent User Report. You will see a list of VoteBuilder users in the order of the number of times they have logged into VoteBuilder.

  • View Log in History

    You can see which of your volunteers log into VoteBuilder and how often they do so. 1. Locate the Monitor the System option in the Administrative Menu of the home screen. Expand the Menu item. 2. You will see two options. Select Log In History. You will see a complete listing of log ins in…

  • Monitor the System

    VoteBuilder Advanced

  • Viewing Previously Committed Canvasses

    1. Click on MiniVAN Commit from the Organizing section of the left side verticalmenu. 2. You will be at the MiniVAN Commit screen. Click on the Status drop down andselect Committed. 3. You can optionally limit the committed list to a specific Canvasser and DateRange (within the past 21 days) by entering a Contacted By…

  • Viewing the Homes Canvassed

    1. Click on MiniVAN Commit from the Organizing section of the left side verticalmenu. You will see the MiniVAN Commit screen. The list is for Pending Commits. 2. Click on the column heading ‘Canvasser‘ to sort the list by Canvasser so that allsynced lists for each of your canvassers will be grouped together. 3. You…