FieldEdge Guides
HQ Dashboard
  • πŸ‘‹Welcome! Start Here
  • ⚑Quick Start for Field Users
  • πŸ§‘β€πŸ€β€πŸ§‘Team Setup
    • Permission Sets
    • Restricting Access
  • Migrating to v3
    • Migration Emails
  • Guide to Canvassing & Calls
    • Canvassing Overview
    • Call Time Overview
    • Setup
      • Creating walk lists
      • Creating call lists
      • Create walk lists on the fly
      • Assigning walk lists
      • Assigning call lists
      • Adding a survey
    • Workflows
      • Capturing Voter ID/Sentiment/Support Level
      • Capture campaign involvement / volunteer interest
      • Sharing lists while canvassing
      • Re-canvass & re-calling voters
      • Turf cut by district, ward or pecinct
      • Include all people in households
      • Collecting extra profile data (eg. email address)
    • Reporting
      • Activity summary
      • User location tracking
      • Filtering activity in NB
      • Viewing survey results
      • Exporting activity and notes
  • Product Tour | Mobile App
    • Overview
    • People
      • Search
      • Profile
    • Canvass
    • Call Time
    • Actions
    • Tags
    • Offline Capabilities
  • Product Tour | HQ
    • Dashboard Overview
    • App Customization
    • Team Management
      • Default Users
      • Accountless Users
      • Campaign Managers
    • Performance
    • Tools
      • List Reset
    • Multiple Nations
  • Everything else
    • Other Guides
      • Why is my precinct (NBEC) data missing?
      • Missing people or organisations in People section
      • Checkout error: Your card does not support this type of purchase
      • Search doesn't always find people in my nation
      • Ensuring FieldEdge Access to GPS Location on Your Device
      • Error message: You do not have permission to use this app
      • Add FieldEdge Support to your nation
      • Surveys not showing up in FieldEdge
      • Trouble Logging In?
      • Batch update a list in NationBuilder
      • FieldEdge Special Tags
      • Customer Advisory & Beta Testing
        • How to Install FieldEdge Beta on iOS and Android
        • How to Install a Beta APK from FieldEdge via Google Drive
        • Untitled
      • Compliance best practices for sending SMS messages
      • People missing from Canvass or Call Time list
      • Battery Usage Tips While Using FieldEdge
    • Changelog
    • Legal
      • Terms of Service
      • Privacy & Disclaimer
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On this page
  • What is FieldEdge?
  • In the Field
  • Campaign Management
  • FieldEdge x NationBuilder
  • How to use this documentation

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Welcome! Start Here

NextQuick Start for Field Users

Last updated 1 year ago

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What is FieldEdge?

FieldEdge is a suite of tools that empowers leaders and movements to engage their community β€œon the ground” – built exclusively for NationBuilder.

FieldEdge offers a range of tools to help grow your support. We offer a mobile app and HQ Dashboard to complement NationBuilder's existing database tools.

In the Field

Our iOS and Android apps offer 3 core tools

Campaign Management

FieldEdge also offers a HQ Dashboard to help you manage your field operations and analyze the performance of the campaign.

FieldEdge x NationBuilder

FieldEdge is built to work exclusively with NationBuilder which provides tremendous advantages:

  • Concepts and terminology are shared by both platforms

  • Ability to log in to the mobile app with your NationBuilder account

  • Use NationBuilder's powerful segmenting abilities to create targeted lists

  • Seamless real-time syncing of data

  • Personal data only ever exists in NB and locally on your device (not stored on our servers)

  • NationBuilder permissions are extended to FieldEdge

How to use this documentation

We've tried to split the documentation into two types:

  • Guides: practical content aimed to get you up and running quickly, see:

  • Product Tours: a detailed breakdown of all features, see:

πŸ‘‹

πŸ‘£ Canvassing

A powerful yet intuitive mobile canvassing app designed to streamline voter outreach at the door

πŸ’¬ Mobile CRM

A mobile CRM that connects users to the NationBuilder database from a phone or tablet

☎️ Call Time

A simple way to make calls to voters, constituents, supporters, and prospects.

Quick Start: Field User
Mobile App
HQ Dashboard
Canvass Management