# Yard Sign

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.

***

### 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.

***

### 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](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows/adding-a-survey)<br>

***

#### 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:\
   \&#xNAN;**`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.

***

#### 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](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/setup-and-core-workflows/creating-walk-lists)<br>

Save this filter so it can be reused.

***

#### Step 4: Create a Yard Sign Delivery List

From the filtered people view:

1. Add them to a new list (for example:\
   \&#xNAN;*“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:\
\&#xNAN;**`Yard Sign – Delivered`**

***

### 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:\
\&#xNAN;**`Yard Sign – Delivered`**

***

#### 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.

***

### 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.

***

### 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**](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/extended-workflows/re-canvass-and-re-calling-voters)<br>

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

***

### 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.


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