FieldEdge Guides
HQ Dashboard
  • 👋Welcome! Start Here
  • ⚡Quick Start for Field Users
  • 🧑‍🤝‍🧑Team Setup
    • Permission Sets
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  • Migrating to v3
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  • Guide to Canvassing & Calls
    • Canvassing Overview
    • Call Time Overview
    • Setup
      • Creating walk lists
      • Creating call lists
      • Create walk lists on the fly
      • Assigning walk lists
      • Assigning call lists
      • Adding a survey
    • Workflows
      • Capturing Voter ID/Sentiment/Support Level
      • Capture campaign involvement / volunteer interest
      • Sharing lists while canvassing
      • Re-canvass & re-calling voters
      • Turf cut by district, ward or pecinct
      • Include all people in households
      • Collecting extra profile data (eg. email address)
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      • Activity summary
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      • Filtering activity in NB
      • Viewing survey results
      • Exporting activity and notes
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    • Other Guides
      • Why is my precinct (NBEC) data missing?
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      • Search doesn't always find people in my nation
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      • Error message: You do not have permission to use this app
      • Add FieldEdge Support to your nation
      • Surveys not showing up in FieldEdge
      • Trouble Logging In?
      • Batch update a list in NationBuilder
      • FieldEdge Special Tags
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        • How to Install a Beta APK from FieldEdge via Google Drive
        • Untitled
      • Compliance best practices for sending SMS messages
      • People missing from Canvass or Call Time list
      • Battery Usage Tips While Using FieldEdge
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  1. Guide to Canvassing & Calls

Workflows

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Last updated 1 year ago

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

The app is built to be flexible enough to handle workflows for comprehensive campaigns of all types while also being adaptable for agile campaigning.

To understand the basics of canvassing and the built in workflows, take the .

Below are common elements of many campaigns and how to achieve that in FieldEdge:

Canvass tour
Capturing Voter ID/Sentiment/Support Level
Capture campaign involvement / volunteer interest
Sharing lists while canvassing