Archives: VoteBuilder Tutorial

  • Create Lists Limited to Voters with Notes

    1. Create a New List.   2. Open the Notes criteria box.  You will see the following screen.   If your volunteers are trained to use a consistent group of key words or phrases, then you will be able to pull out a list of all voters with one of those words or phrases in the…

  • Create Lists Based on Activist Codes

    1. Create a New List. 2. Open the Activist Codes criteria box.  You will see the following.  Activist Codes is blue indicating that it is a link to a list of Activist Codes.  3. Select Activist Codes.  A list of all available Activist Codes will be displayed.   4. Check the boxes of the codes…

  • Create Lists Limited by Streets

    1. Create a New List. 2. Open the Home Districts criteria box.  3. Select County and Precinct. The Street Name criteria will appear and is blue indicating that it is a link to a list of streets in the selected precinct.  4. Select Street Name.  A list of all streets in the selected precinct will…

  • Lists – Advanced

    VoteBuilder Advanced

  • Add a Contacted By

    1. In the Voter Registration tab of VoteBuilder, find the Data Entry Sub-menu. 2. Select Data Entry. The Choose Batch screen will be displayed. 3. In the State field, select Florida. This will cause several new fields to be displayed includingthe Contacted By field. 4. To the right of that field, you will see a…

  • Add a New Location

    There are two ways to access the Add a New Location function in the VoterRegistration Tab. A. The first is from the Administration Sub-menu on the homescreen. 1. Select Locations from the Administration Sub-menu,2. Select Locations again. The following screen will be displayed. 3. Select Add New Location:(Note: Do this only for frequently used locations,…

  • Enter Petitions

    1. Complete the steps for Enter VBM Requests to get to the Form View popup. 2. From the My Voters Tab of the VoteBuilder Home Screen select Form View. 3. Select Enter Data Using Form View from the View Data Entry screenpopup. 4. Select Use Quick Look Up 5. Click Next 6. Open the Form…

  • Enter VBM Requests

    1. From the My Voters Tab of the VoteBuilder Home Screen select Form View. 2. Select Enter Data Using Form View: 3. From the Form View Data Entry screen, select Use Quick Look Up and Next: The following screen will open. 4. Open the Form options and select Grant VBM Form: 5. If there is…

  • Data Entry – Advanced

    VoteBuilder Advanced

  • VoteBuilder Advanced

    VoteBuilder Tutorial