Extended Workflows

FieldEdge Canvassing is built to work with all different types of campaigns – Sentiment, Awareness, Voter ID, Persuasive, Recruiting, GOTV, and more.

FieldEdge is designed to simplify core campaign workflows while retaining the flexibility necessary to accommodate various types of complex and agile campaigns.

This set of guides focuses on extended workflows not built into the core of NationBuilder or FieldEdge but can be easily achieved.

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To understand the basics of canvassing and call time workflows, review the Setup & Core Workflows guide.

To see all extended workflows, use the menu or search Some common advanced workflows include:

Tracking Yard Sign Requests and Deliverieschevron-rightCapturing Voter ID/Sentiment/Support Levelchevron-rightCapture campaign involvement / volunteer interestchevron-rightRe-canvass & re-calling voterschevron-rightCollecting extra profile data (eg. email address)chevron-right

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