Tracking Yard Sign Requests and Deliveries

Yard signs are a common campaign workflow that works best when it’s set up with clear, consistent tagging. This guide walks through two supported methods for tracking yard signs in NationBuilder + FieldEdge:

1. Auto-tagging via survey responses (recommended)

2. Manually tagging while canvassing

It also explains recommended tag naming conventions, how to build delivery lists, and how to manage the full yard sign lifecycle.

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Recommended Tagging Format

Before setting anything up, decide on a consistent tagging format. We strongly recommend:

• Yard Sign – Requested

• Yard Sign – Delivered

• (Optional) Yard Sign – Declined

• (Optional) Yard Sign – Needs Pickup

Best practices:

• Use plain-English tags with spaces (underscores are not required).

• Be consistent with capitalization and spelling.

• Avoid creating multiple versions of the same tag (for example: yard_sign, Yard sign, Yard Sign Requested).

Consistent tag names make filtering, reporting, and list creation much easier later.

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Method 1: Auto-Tagging via Survey Responses (Recommended)

This method is ideal if you are collecting yard sign requests through a survey (online form, canvassing survey, phone bank, etc.).

Step 1: Create or Edit Your Yard Sign Survey Question

Create a survey question such as:

“Would you like a yard sign?”

If you need help creating or editing surveys, see: Adding a survey

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Step 2: Configure Auto-Tagging per Response

For each response option:

1. Open the survey question in NationBuilder

2. Go to Possible Responses

3. Edit the response (for example, “Yes”)

4. Under Tag people who choose this response, add: Yard Sign – Requested

5. Save the response

Repeat for other responses if needed (for example, tagging “No” with Yard Sign – Declined).

This ensures tags are applied automatically whenever someone answers the question.

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Step 3: Build a Delivery Filter

Once people are tagged, you can create a filter to find everyone who needs a yard sign delivered:

• Has tag Yard Sign – Requested

• Does not have tag Yard Sign – Delivered

To learn more about filtering and creating walk lists, see: Creating walk lists

Save this filter so it can be reused.

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Step 4: Create a Yard Sign Delivery List

From the filtered people view:

1. Add them to a new list (for example: “Yard Sign Deliveries – Week of Oct 10”)

2. Assign the list to canvassers in FieldEdge

3. Deliver yard signs using the FieldEdge app

When a sign is delivered, update the person with the tag: Yard Sign – Delivered

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Method 2: Manually Tagging While Canvassing

This method works well if yard sign requests come up organically at the door and are not part of a survey question.

How It Works

While canvassing in FieldEdge or reviewing a person in NationBuilder:

1. Open the person’s profile

2. Add the tag Yard Sign – Requested

3. Save the person

Later, when the sign is delivered, add: Yard Sign – Delivered

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Building Lists with Manual Tags

Even when tags are applied manually, the workflow is the same:

• Filter for people with Yard Sign – Requested

• Exclude those with Yard Sign – Delivered

• Save the filter

• Create a delivery list

This approach gives you flexibility when surveys were not set up in advance.

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Managing the Full Yard Sign Lifecycle

Many campaigns use multiple tags to track progress:

Stage	Tag
Requested	Yard Sign – Requested
Delivered	Yard Sign – Delivered
Declined	Yard Sign – Declined
Needs Pickup	Yard Sign – Needs Pickup

You can decide whether to:

• Keep all tags for historical tracking, or

• Remove Yard Sign – Requested once Yard Sign – Delivered is applied

Both approaches work—choose what best fits your reporting needs.

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Re-Delivering or Re-Canvassing Yard Sign Lists

If you need to re-canvass the same list (for example, a second delivery pass), you may need to reset canvassing completion status.

See: Re-canvass & re-calling voters

Resetting a list only resets canvassing completion—it does not delete people or tags.

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Summary

• Auto-tagging survey responses is the most scalable and reliable method

• Manual tagging works well for ad-hoc conversations at the door

• Consistent tag naming is critical

• Filters + saved lists turn tags into actionable delivery workflows

Once set up correctly, this workflow eliminates spreadsheets and makes yard sign delivery easy to manage directly in FieldEdge and NationBuilder.