Track who a voter plans to vote for

Track who each voter says they plan to support so you can follow up, segment lists, and plan your outreach effectively.

Campaign teams often need to record voter intention — who a person says they plan to vote for — during canvassing or outreach. The most scalable and reliable way to capture this in FieldEdge + NationBuilder is by using a survey with auto-tagging.

This guide will walk you step-by-step through designing the survey, setting up auto-tagging, and then using those tags to segment and act on voter intentions.

1. Design Your Voter Intention Survey

Start by creating the survey in NationBuilder:

1. Go to People → Surveys in your NationBuilder dashboard.

2. Create a new survey titled something like “Voter Intention — Election 20XX.”

3. Add a question such as:

   • “Who do you plan to vote for in the upcoming election?”

   • Provide the answer options (e.g., Candidate A, Candidate B, Undecided, Other).

Alternative, integrate the question into an existing survey.

Learn more about surveys in FieldEdge

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2. Add Auto-Tagging to Survey Responses

Auto-tagging applies tags to people based on how they answer. This is the key to capturing voter intent in a way that FieldEdge can leverage.

For each answer option:

1. In the NationBuilder survey editor, open the Possible Responses for the question.

2. For each response (e.g., “Candidate A”), enter a tag under Tag the responder with such as:

   • Will Vote – Candidate A

   • Will Vote – Candidate B

   • Will Vote – Undecided

3. Save the response.

These tags will be automatically applied when the survey is completed in FieldEdge or elsewhere.

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3. Conduct the Survey in the Field

When canvassers are out knocking doors or making calls:

1. Open the FieldEdge app on a mobile device.

2. Navigate to the contact and select Survey.

3. Run the “Voter Intention” survey you created.

FieldEdge will automatically sync the response back to NationBuilder and apply the configured tags on the person’s profile.

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4. Use Tags to Segment and Act

If auto-tagging is in place, you can now build a lists of voters per candidate:

In NationBuilder:

• Go to People → Filters.

• Filter by tag (e.g., “Will Vote – Candidate A”).

• Save filter (e.g., “Candidate A Supporters”).

Create Canvass Lists or Call Lists

Use saved filters to create targeted lists that focus outreach on specific voter intention segments.

Report on Results

You can easily see how many voters said they plan to vote for each option using via the surveys results or using by filtering by the tags in NationBuilder.