Re-canvass & re-calling voters

Discover how to reset a person's completion status so they can be recontacted

Often during a campaign, you'll want to connect with potential voters, volunteers, etc., more than once or maybe you were unable to speak with them the first time because they weren't available.

For example, you may run an initial door knocking exercise to build awareness for a candidate and to collect data about key topics. Later in the campaign you may want to run a persuasive canvass and then lastly a final GOTV effort – for a total of 3 contacts at the door. This guides explains how you can reset the status of a contact before hitting them again.

The role of tagging in FieldEdge

To keep track of what people in your nation have been contacted during while canvassing or phone banking, FieldEdge "special FE tags" to reflect the interaction. The tag includes if it was a walk or call and if they were completed (any status) or skipped.

In order to re-canvass or re-call a person, their completion status will need to be reset by removing the special FieldEdge tags. You can do this either using FieldEdge HQ' List Reset tool or batch update to a list in NationBuilder.

Want to know more detail about FieldEdge special tags? Read our guide here

🎯 Targeting Your Resets

Say you want to only reset people who were not home during when you knocked.

To do so, create a filter in NationBuilder, add these people to the list and then reset the list using one of the methods below.

Two Methods of Resetting a List

List Reset Tool via FieldEdge HQ

The FieldEdge HQ Reset Tool streamlines the process of re-canvassing or re-calling by providing an easy-to-use interface for resetting contact statuses in one place – with several options. Open the List Reset tool in FieldEdge HQ or take our List Reset Tool tour.

Batch Update via NationBuilder

If you prefer to do all of your list management in NationBuilder, you can use NationBuilder's Batch Update List feature to remove the applicable tags: fe:walk Completed fe:walk Skipped fe:call Completed fe:call Skipped You'll need to batch update the list to remove the applicable tags

See our guide to Batch update a list in NationBuilder.

If you have OLD FieldEdge special tags applied prior to late April 2024, you may need use our Legacy List Reset tool to remove the older tags from your list.