> For the complete documentation index, see [llms.txt](https://guides.fieldedgeapp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/track-who-a-voter-plans-to-vote-for.md).

# 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 with the Survey Builder in **FieldEdge HQ**:

1. Select **Surveys** in the HQ sidebar, then **New survey**.
2. Name the survey something like **“Voter Intention: Election 20XX”** and choose **Blank survey**.
3. Add a **Single choice** 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).

Alternatively, add the question to an existing survey.

{% hint style="info" %}
Learn more about [creating a survey](/guide-to-canvassing-and-calls/setup-and-core-workflows/adding-a-survey.md)
{% endhint %}

***

### 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 Survey Builder, open the question and select the speech bubble next to the answer (e.g., “Candidate A”).
2. Under **Tags when chosen**, add a tag such as:
   * `Will Vote – Candidate A`
   * `Will Vote – Candidate B`
   * `Will Vote – Undecided`
3. When every answer has its tag, publish the survey to NationBuilder.

![Candidate A answer tagged Will Vote – Candidate A](https://3317596624-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmd1HR6LZFUYuK3fPHLXC%2Fuploads%2Fgit-blob-da263e2020c614042cadb2a9dd3381ed6df36971%2Fsurvey-builder-answer-tags.png?alt=media)

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

***

### 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.

***

### 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 on the survey's **Results** tab in HQ (see [Viewing survey results](/guide-to-canvassing-and-calls/reporting/viewing-survey-results.md)), or by filtering by the tags in NationBuilder.