Yes, I have a NationBuilder account
1. Click the `Login with NationBuilder Account` button. 2. You will be redirected to the login page of your nation. 3. You can log in with your email and password or a social account. 4. Once logged into NationBuilder, you will be redirected back FieldEdge and logged in.No, but I've been invited to use FieldEdge
1. Click the `Accountless Login` button. 2. Enter your mobile phone number (don't forget the country code) and tap `Next`. 3. You will receive an SMS with your login code. 4. Enter the login code into the boxes provided. 5. After a few seconds, you will be logged in. Note: Your code lasts for one hour. If you unexpectedly receive the `incorrect code` error, you may not be set up for accountless login.2. Press the `+ New Walk` button.
3. Select the list you have been assigned.
4. Tap `Start Walk`.
5. Allow FieldEdge to access your location.
6. The Blue *dot* is your current location – the Blue *pin* is the next household the app suggests to be canvassed – the Redish pins are households that are yet to be canvassed. *You can tap any household to switch to canvass it next.*
7. Tap the Address in the bottom bar (or swipe up) to see whose behind the door.
8. Tap `Start Household Canvass` to start canvassing without knowing who you're speaking / to canvass multiple people at once OR select the individual who answers the door.
9. At the top of the screen, you will see the basic details of the person. Underneath, you can select the Contact Status (outcome), complete a survey, set the person's support level, and add notes as instructed by your campaign. Tap `Complete`.
10. Tap `Next Household`. If you haven't canvassed everyone in the Household, you will be prompted to skip them.\
{% hint style="info" %} The blue pin uses straight-line (“as the crow flies”) distance, not walking routes along streets—so if a closer door on foot is not suggested, tap that household on the map. More detail: [Route suggestions while canvassing](/everything-else/other-guides/route-suggestions-while-canvassing). {% endhint %} {% hint style="info" %} **Want to customize this guide?** [**Download it on Google Docs here**](https://docs.google.com/document/d/18ibe2xPp4-NvLTCD9kGoqhCddQESP4mpIUk0-jGHetw/edit?usp=sharing) After opening the doc go to the `File` menu and select `Make a copy` {% endhint %} ## Making Calls If you're using FieldEdge to make calls, you'll want to navigate to the `Call Time` menu. See our [**Product Tour**](/product-tour-or-mobile-app/call-time) to explore the app's capabilities. ## Mobile CRM If you're using FieldEdge as a mobile CRM, you'll want to navigate to the `People` menu. See our [**Product Tour**](/product-tour-or-mobile-app/people) to explore the app's capabilities. # Team Setup Learn how to get your team up and running with FieldEdge {% hint style="warning" %} Due to the limitations that our tight integration with NationBuilder imposes, understanding how teams work and how FE + NB can be customized to suit your needs, can be a little tricky. We do our best to demystify it as much as possible. {% endhint %} FieldEdge is designed to work exclusively with NationBuilder and heavily relies on its native login system to allow direct data sync between your nation and your teams' devices. This means each person on your FieldEdge Team will require a NationBuilder login with control panel access or be set up as an Accounteless user. FieldEdge users can fall into 3 different buckets. Each type comes with unique functionality and is suitable for different roles in your campaign. Each user type can have a separate App Customization experience. {% hint style="info" %} Accountless login is not available on all plans {% endhint %} ## **Users Types** **We recommend reviewing the 3 user types below to understand which best fits your needs:**
Default (NationBuilder)
**For users with a NationBuilder login who don’t need access to the FieldEdge HQ Dashboard** * Anyone with a login to your Nation (and permission set that [**meets our minimum requirements**](/team-setup/permission-sets)) can log in to FieldEdge and will be considered a Default User. * Their access to Contacts will be influenced by their NationBuilder permission set. * Does not need to be added or invited outside of NationBuilder. * Lists are assigned in NationBuilder – restricting access can be nuanced and cumbersome. * The same list cannot be assigned to multiple users simultaneously.Campaign Manager
**For users who need access to the FieldEdge HQ Dashboard and optionally the mobile app with their NationBuilder login** * To login to the mobile app: requires a NationBuilder login with a permission set that [**meets our minimum requirements**](/team-setup/permission-sets) (the Admin permission set meets these requirements by default) to log in to the mobile app. * Needs to be invited by another Campaign Manager. * Best for regular, trusted staff with the Admin permission set in NationBuilderAccountless
**For users without a NationBuilder account** * User will sign in with their mobile number. * Needs to be added by a Campaign Manager in FieldEdge HQ Dashboard. * Best for volunteers who should have a heavily filtered experience. * Lists are assigned via NB Dashboard. * The same list can be assigned to multiple users simultaneously. * Not available on all plans.| ... | Accountless | NationBuilder: Default | NationBuilder: Field Manager |
|---|---|---|---|
| For users without a NationBuilder account | For users with a NationBuilder login who don’t need access to the FieldEdge HQ Dashboard | For users who need access to the FieldEdge HQ Dashboard and optionally the mobile app | |
| Best suited to | Transient Volunteers | Trusted Volunteers & Staff | Managers & Candidates |
| Benefits | ✅ Login without a NB account – no need to invite, create password, etc. ✅ Easily add people to your campaign from a mobile device (in the field). ✅ Restricted access by default. ✅ Easy to manage list assignment. ✅ A lists can easily be assigned to more than one person at a time. | ✅ Reuse existing NationBuilder login. ✅ Assign lists in NB as you create them. | Same as Default. |
| Trade-offs & Considerations | ❌ All Activity in NationBuilder will be logged/shown as from the master account you used to connect to FiedEdge. ✅ FieldEdge reports will show individual user data. 🔶 Can't access Mobile CRM and open full profiles ❌ In some rare cases, a nation can disconnect from FieldEdge, breaking Accountless login until it is reconnected manually by a Field Manager. | 🔶 Requires a NationBuilder account in your nation. Some customers choose to pre-create logins for transient volunteers. ❌ Hard to add people from a mobile device (in the field). ❌ Has to be invited via email using NB and has accept the invite by creating a password ❌ A lists can only be assigned to multiple people using Groups or Permission sets | Same as Default. |
# Restricting Access Restrict access to the Contacts and data users can access Restricting access to the Contacts and data users can access is an advanced topic with many moving parts between FieldEdge and NationBuilder. Depending on how the users logs in, contacts are assigned differently. To help understand the advantages and disadvantanges of each login type, [see our Team Setup guide](/team-setup). If you would like more help with determining the right method for your security needs, please reach out to our friendly support team.
## Restricting Data Fields NationBuilder does not provide a way to show or hide specific fields. That's why FieldEdge created our App Customization. If you wish to hide certain fields, see [App Customization](https://docs.fieldedgeapp.com/en/articles/5358535-customized-app-experience-beta). ## Restricting Contacts in Database Depending on how the users logs in, access to Contacts is restricted differently: ### Accountless Login Accountless users can be assigned *all lists* (not recommended), *specific lists or no lists* via the FieldEdge HQ Dashboard. [You can find more info here](/guide-to-canvassing-and-calls/setup-and-core-workflows/assigning-walk-lists#accountless-users).\ \ They will only have access to the Contacts on the lists that have been assigned to them and they can only access those lists via Canvass Walks and Call Time sessions. The Mobile CRM (People tab) is turned of for Accountless users. ### NationBuilder Login {% hint style="info" %} While this method provides extra security, it adds a lot of overhead and other complexities to managing lists and access to data due to some limitations of NationBuilder. We hope NB will solve this complexity soon. {% endhint %} If you plan to have casual volunteers use FieldEdge and have decided against Accountless users, but still wish to minimize the number of contacts they have access to, read on... To achieve this, you can customize a Permission Set to turn off access to NationBuilder on the web and only show the people in your nation who are assigned to them (they are the point person). Head to the Permission Set you are editing, find the "People" dropdown (right at the top), and switch it to “Assigned”. Now, untick all other options aside from the minimum Permission Set requirements mentioned above. **Important notes about using the "Assigned" feature:** 1. To make people visible in FieldEdge (and NationBuilder), you’ll need to ensure that the user is set as the point person for each person on their list. The easiest way to do this is to do a batch update on the list (see below).
2. While a list can be shared with a whole permission set (a group of people), each person on a list can only be assigned a single point person. This means that if using the "Assigned" feature, you will need to create a different list for each user. That list can however contain the same people. ### Assign people on your list a point person **NationBuilder currently requires this when using the "Assigned" permission set feature** The “Assigned” permission set option in NationBuilder gives those people the ability to see and interact only with profiles assigned to them in the People section. If you’re using the “Assigned” feature with FieldEdge, you’ll need to ensure that the user is set as the point person for each person on their list. While the point person can assigned via the Edit tab of a person, we can can update an entire list at once by using the Batch Update feature: 1. Edit the list (for example, the one you are assigning to a canvasser) 2. Head to the Batch Update tab 3. Find the Point person field and select the canvasser in the list 4. Now, hit “Update All” button to apply the change to everyone on the list. All of the people in that list are now assigned to the canvasser and will be visible in FieldEdge. Note: While a list can be shared with a whole permission set (a group of people), each person on a list can only be assigned a single point person. This means that if using the “Assigned” feature, you will need to create a different list for each canvasser. That list can however contain the same people. {% hint style="info" %} **A note on NationBuilder Groups + FieldEdge** With NationBuilder's Group feature, you can create one or more Groups of control panel users. A Group can be assigned one or more lists. When restricting access (using the "restricted" permission), a Group can provide access to the people on the Group's Lists. While this is an amazing feature in theory for restricting access in the field – unforteuntly, as of today, NationBuilder doesn't provide access to the list itself which breaks traditional list based canvassing. We hope in the future this will be rectified so FieldEdge customers can use the power and ease of Groups. {% endhint %} # Migrating to v3 Guide to migrating from FieldEdge v2 to v3 {% hint style="warning" %} As of **Nov 1, 2023 FieldEdge 2 may no longer be available in the Google Play Store** (and may be deleted from any existing device). We highly recommend migrating the v3 before that date. {% endhint %} {% hint style="success" %} As of **Oct 17, 2023** **your FieldEdge 2 account has been migrated to FieldEdge 3**. You will be able to login to the HQ Dashboard using your email address and connect your nation. {% endhint %} The FieldEdge team has been working tirelessly to ensure a smooth transition to FieldEdge 3 for our existing customers. The following guide provides more details about how the transition will work.
## **🚀 Making to Transition to 3.0** ### **In two simple steps...** ### **1. Connect Your Nation** To get started, you will need to login to the new HQ Dashboard and connect/authenticate your nation. From Oct 17, you or anyone who previously had access to the FieldEdge Dashboard for your nation can login to our new HQ Dashboard here using an email address. ### **2. Download the App** You and your users will need to download the FieldEdge 3 app from either the Apple App Store or Google Play Store. We recommended downloading the app yourself and logging in to make sure all is well before notifying your users. The new app can be found by searching "FieldEdge 3" or you can [send yourself and your teammates a download link.](/product-tour-or-hq/team-management/default-users) {% hint style="info" %} **Please note:** FieldEdge 3 isn't fully backward compatible with FieldEdge 2. If you are sharing lists, we recommend moving all users to FieldEdge 3 at the same time to maintain household completion status across teams. {% endhint %} ## Billing **Our promise to you**: your pricing will remain the same for 6 months. You will now have access to our new, “Pro” plan which includes nearly all of our new features. After 6 months, you will have the option to downgrade to our “Starter” plan which includes the same features as our (now legacy) "Campaigner" plan.\ \ If you are currently on our Core plan (without canvassing) or canvassing year round, you may benefit from our new pricing that offers substantial discounts for annual upfront payments. Please reach out to learn more. ## 🦸 Exploring your new capabilities FieldEdge 3 comes with many new power features. We encourage you to explore the product tours from the menu to learn more. Please bare with us while we update these tours and guides over the coming weeks. ## Thank you for support 🙏 We greatly appreciate your support and please remember, we are here to help. # Migration Emails
Important Update: Transition to FieldEdge 3 Before Nov 1st | Sent Friday Oct 6, 2023
I am writing to let you know about critical changes to the FieldEdge app that may affect your campaign. We very recently were made aware of a Google Play policy change that makes maintaining the current FieldEdge 2 Android app in the store untenable after Nov 1, 2023. For this reason, we will be recommending all customers transition to our all new platform, FieldEdge 3, before that date. We understand that this information comes on short notice and potentially mid-campaign so we wanted to let you know right away to give you more time to prepare as needed. Detailed information about the transition process will be shared with you within the next 7 days. Please know we are 100% committed to helping you complete a smooth transition. * We anticipate the process should be fairly simple but will require your canvassers to download a new version of the mobile app. * An easy to follow process is being devised and instructions will be provided. * Our team will provide hands-on support and assistance, where required to make your move from FieldEdge 2 to FieldEdge 3 as seamless as we can. * We will guarantee fair pricing for our customers who are transitioning to FieldEdge 3. FieldEdge 3 has been in development for over 12 months and is the culmination of over 7 years of experience and feedback from the NationBuilder community. Built from the ground up for increased stability, Fieldedge 3 introduces powerful features for campaign managers as well as an upgraded, intuitive design that remains familiar to experienced FieldEdge users. You can discover the new and powerful features of the [FieldEdge 3 platform here](https://3.fieldedgeapp.com/). Should you have any questions or concerns, please don't hesitate to reach out to our support team. We appreciate your understanding and continued trust in our service. Our team will be available to help you every step of the way. Please keep an eye out for our next email within the next 7 days where we will provide more details on how to successfully complete your transition.\ \ Does someone else need to know about these changes? [Sign-up for updates here.](https://asaildst.paperform.co/)Kind regards, Ryan Anderson
FieldEdge 3 Transition Details for Oct 17 | Sent Friday Oct 13, 2023
[Following our last email](https://guides.fieldedgeapp.com/migrating-to-v3/migration-emails/important-update-transition-to-fieldedge-3-before-nov-1st), the team has been working tirelessly to ensure a smooth transition to FieldEdge 3 for our existing customers like you. This new “FE3” platform is an exciting evolution which brings with it enhanced campaigning capabilities. After the transition, you’ll get access to improved features such as expanded customization options, user permissions, reporting, offline capabilities, multiple lingual, accountless login, cold canvassing and more!So here’s the plan: #### 1. Account Transition Your FieldEdge 2 account will be migrated to FieldEdge 3 and ready for you to use from Oct 17. To get started, you will need to login to the new HQ Dashboard and connect/authenticate your nation. After which, you and anyone from your nation will be able to login to the mobile app using your NationBuilder account. The FieldEdge HQ Dashboard will be accessible to you and any other existing Dashboard users by signing in here using your email address.
#### 2. App Download Once you’ve confirmed you can login, prompt your team to download the FieldEdge 3 app. It can be found in the app stores by searching “FieldEdge 3” or you can send them a download link via the HQ Dashboard. #### 3. Plans & Pricing Our promise to you: your pricing will remain the same for 6 months. You will have access to our new, “Pro” plan which includes nearly all of our new features. After 6 months, you will have the option to downgrade to our “Starter” plan which includes the same features you have access to now at a similar or lower price or stay on the Pro plan at the regular pricing for this plan. To summarize, from Tuesday Oct 17, your account will be available on FieldEdge 3. Two simple steps are required to get started: 1. Login to the HQ Dashboard and connect/authenticate your nation
2. Have your team download the FieldEdge 3 app from the app stores For further details, please [see our transition guide here](https://guides.fieldedgeapp.com/migrating-to-v3). We're dedicated to supporting you throughout this transition and our team stands ready to answer your questions. Here's to a powerful new chapter in your campaigning with FieldEdge 3! Best, Ryan Anderson\ Founder
PS. Does someone else need to know about these changes? [Sign-up for updates here](https://asaildst.paperform.co/)
Important: Your FieldEdge account has been migrated | Sent 18 Oct 2023
Your FieldEdge 2 account has now been migrated to FieldEdge 3.\ \ FieldEdge 3 brings with it new features such as expanded customization options, user permissions, reporting, offline capabilities, multiple lingual, accountless login, cold canvassing and more!\ \ If this is the first time hearing of the transition, please [see our previous emails here](https://guides.fieldedgeapp.com/migrating-to-v3/migration-emails).\ \ To complete your transition, please follow these steps:\ \ 1\) You will need to login to the [new HQ Dashboard](https://hq.fieldedgeapp.com/login) and connect/authenticate your nation.\ \ After which, you and anyone from your nation will be able to login to the mobile app using your NationBuilder account. The FieldEdge HQ Dashboard will be accessible to you and any other existing Dashboard users by [signing in here using your email address](https://hq.fieldedgeapp.com/login).\ \ 2\) Once you’ve confirmed you can login, prompt your team to download the FieldEdge 3 app.\ \ It can be found in the app stores by searching “FieldEdge 3” or you can send them a download link via the HQ Dashboard.\ \ \ For further details, please [see our transition guide here](https://guides.fieldedgeapp.com/migrating-to-v3).\ \ We have taken care in migrating each account, however, we can't be 100% sure everything was migrated perfectly so if you do have any issues at all, please reach out and we’ll make sure to get things right away.\ \ And as always, we love your feedback so don’t hesitate to send us your thoughts and ideas about the new platform.\ \ Best,\ \ Ryan Anderson\ \ \&#xNAN;*PS. In case you missed our promise to you regarding billing: your pricing will remain the same for 6 months. You will have access to our new, “Pro” plan which includes nearly all of our new features. After 6 months, you will have the option to downgrade to our “Starter” plan which includes the same features you have access to now at a similar or lower price or stay on the Pro plan at the regular pricing for this plan.*
In the field labeled 'Share with another person,' enter the person's name you want to share/assign the list to.
In the field labeled 'Share with every,' select the permission set you wish to share/assign the list to. This will make the list available to anyone with that permission set.
# Assigning call lists Share NationBuilder lists with your callers After you have created your call lists in NationBuilder, you'll want to assign your list to your callers. This will enable them to access the list via the mobile app. **Depending on how the users logs in, lists are assigned differently:** * [**NationBuilder** ](#nationbuilder-campaign-managers-and-default-users)**login:** assign in NationBuilder * [**Accountless**](#accountless-users) **login**: assign in FieldEdge HQ ## NationBuilder (campaign managers & default users) {% hint style="info" %} If the user is a NationBuilder Admin, they will already have access to all lists in your nation so no action is required. If the user has another permission set, the following applies. {% endhint %} A list can be assigned to either an individual or a group.\ \ You can assign a list while turf cutting or after the fact, in the `Settings` tab. Start by navigating to the `Settings` tab of the list you want to assign. When viewing all lists, you can access the Settings tab by clicking the pencil "edit" icon next to the list's name Next, look at the top of the list and click on `Settings`. {% tabs %} {% tab title="Assign to an individual 🧍🏽♂️" %} **We recommend assigning each list to a person so only they can see that list, this keeps it simple for your canvassers, however, it does require more work for you**.
In the field labeled 'Share with another person,' enter the person's name you want to share/assign the list to.
In the field labeled 'Share with every,' select the permission set you wish to share/assign the list to. This will make the list available to anyone with that permission set.
# Adding a survey Create a survey in your nation for users to access in the field {% hint style="success" %} **NEW!** [**Advanced Survey Features**](#advanced-surveys-features) {% endhint %} ## Create a survey for use in FieldEdge * FieldEdge accesses the surveys from your NationBuilder account and makes them available within the app * New surveys are setup via your NationBuilder Control Panel * Surveys must be attached to a Page on your website that has a “Published” or “Unlisted” status * Results are sent back to your nation in real time as if the person had completed the surveys via your nation’s website In this video you will learn how to: * Setup a new Survey in NationBuilder * Connect a Survey to an *unlisted* Survey Page * Check survey results {% embed url="
*** ## Advanced Surveys Features FieldEdge enhances NationBuilder’s survey capabilities with features designed specifically for canvassing and phone outreach. These advanced tools help teams collect more structured, complete, and actionable data in the field. Our advanced survey features add the following features: * **Extended Field Types** – Support for multi-select answers, formatted contact fields, and scripted text makes it easier to gather detailed, high-quality responses. * **Required Fields** – Make questions required, helping ensure key information is captured consistently. * **Native Contact Fields** – Sync survey questions directly to NationBuilder contact fields like name, phone, and email, keeping profiles up to date automatically. {% hint style="info" %} **Warning, this gets a little techie:** It's important to know that these powerful features are enabled by workarounds to NationBuilder's default survey behaviour and so some advanced setup is required. All of these advanced features are enabled by adding special "codes" inside the "question slug" and "full question" of the relevant survey question in NationBuilder. {% endhint %}
Example of how to add a prefix to the question slug. Be sure to include the underscore.
| Name | NB Question Format | Question Slug Prefix | Description |
|---|---|---|---|
| Multiselect | multiple_choice | multiselect_ | Displays as a list of single select choices and allows a user to select more than one answer. 🚨 Important Limitation: when exporting the survey results through NationBuilder, only a single answer will be exported. |
| Script | text | script_ | Add a paragraph of text. Useful for creating talking points or explaining different sections of the survey, providing instructions. How it looks in FieldEdge: |
| Email Address | text | email_ | Formats as an email address validated text field. Note: If you want this data to sync to the field in the person's profile, use the Native Field feature (more detail below). How it looks in FieldEdge:  |
| Phone | text | phone_ | Formats as a validated phone field. People shouldn’t have to type in the country code. Note: If you want this data to sync to the field in the person's profile, use the Native Field feature (more detail below). How it looks in FieldEdge:  |
| NB Field | As a survey question | Inject into survey question |
|---|---|---|
| Description | Add to start of question 'Slug' | Add anywhere in 'Full question' |
| Email address | native_email_ | native_email |
| Mobile number | native_mobile_ | native_mobile |
| Opt-in to text | native_mobile_opt_in_ | n/a |
| Home phone no. | native_phone_ | native_phone |
| Work phone no. | native_work_phone_ | native_work_phone_number |
| Employer | native_employer_ | native_employer_ |
| Volunteer | native_is_volunteer_ | n/a |
| First Name | native_first_name_ | native_first_name |
| First Name | native_last_name_ | native_last_name |
*** #### 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)
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)
> 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. # 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 in **NationBuilder**: 1. Go to **People → Surveys** in your NationBuilder dashboard. 2. Create a new survey titled something like **“Voter Intention — Election 20XX.”** 3. Add a 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). Alternative, integrate the question into an existing survey. {% hint style="info" %} Learn more about [surveys in FieldEdge](/guide-to-canvassing-and-calls/setup-and-core-workflows/adding-a-survey) {% 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 NationBuilder survey editor, open the **Possible Responses** for the question. 2. For each response (e.g., “Candidate A”), enter a tag under **Tag the responder with** such as: * `Will Vote – Candidate A` * `Will Vote – Candidate B` * `Will Vote – Undecided` 3. Save the response. 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 using via the surveys results or using by filtering by the tags in NationBuilder. # Capturing Voter ID/Sentiment/Support Level When canvassing, it’s essential to gauge and record the level of support from each voter you interact with. NationBuilder introduced the concept of 'Support Level' to gauge voter support, and FieldEdge has adopted this feature, providing a consistent and integrated experience across platforms. ## Capturing Support Levels By default, on the Canvass Profile screen in FieldEdge, you'll find the 'Support Level' section prominently displayed. This intuitive interface allows you to quickly capture the voter's sentiment by simply tapping the corresponding number that reflects the individual’s support.
Tap to Zoom
🟩 1 – Strong Support (Green)
The person is a strong supporter, likely to advocate for your cause / vote for your candidate.🟦 2 – Weak Support (Blue)
The person supports you but is not as vocal or active as those at level 1. Will most likely vote for your cause / candidate.⬜️ 3 – Undecided (Grey)
The person is neutral, undecided, or their stance is unknown and may or may not vote for your cause/candidate🟧 4 – Weak Oppose (Orange)
The person is opposed to your campaign but not actively working against it and will likely not vote for your cause/candidate🟥 5 – Strong Oppose (Red)
The person is a strong opponent, possibly actively working to support your competition and it is highley likely they will not vote for you.2. **Using Tags for Specific Interests** * Tags can be used to mark preferences for activities like displaying a yard signs, hosting events, or participating in phone banking and canvassing. Tags like `interest - yard sign` or `interest - host a party` can be created for this purpose. {% hint style="info" %} **Tags can be applied in two ways:** 1. Via the Tags action, accessible from the Action menu in any profile. 2. By [setting up a survey](/guide-to-canvassing-and-calls/setup-and-core-workflows/adding-a-survey) with auto-tagging capabilities, which automatically assigns tags based on survey responses. {% endhint %} This system ensures that volunteer interests are accurately captured and organized within FieldEdge and NationBuilder, streamlining campaign efforts and volunteer management. # Sharing lists while canvassing Generally speaking, we recommend create seperate and unique lists for each canvasser. However, you may find some cases that you want canvassers to share a list (for example if they are walking odds & evens) or their lists may contain the same households. To help you avoid unintentionally knocking the same door twice, it's recommended canvassers: **a. Coordinate with each other**\ This way they can be aware of the houses and streets the other people plan to knock **b. Use the "Sync Household Statuses" feature**\ Every few households, press sync to get any updates (completed houses) from other canvasses. {% hint style="info" %} You do not need to use this to sync your data, only to get other peoples data {% endhint %}
# Include all people in households If you have created a list, not just by geocoding, but by targeting people that match a specific criteria, you may end up with a list by where there are additional people in the households you are targeting but not on the list – meaning they won't show up in FieldEdge. If you would like to also include people who live in the same household you can do so in NationBuilder. You can then choose to canvass or skip these individuals as well. ### Update the list with other household members Open the list in NationBuilder and tap on the "Households" tab. You will see the total number of people on the current list and the number of people who are members of households but not on the list. To add the "missing" people, tap the "Add X in households to list" button.
# Tracking performance in the HQ Dashboard Monitor real-time field activity and review aggregated campaign metrics using the HQ Dashboard The Performance section of the FieldEdge HQ Dashboard is your main tool for understanding what's happening in the field. It has three views, each suited to a different question. {% hint style="info" %} You need Campaign Manager access to use the Performance page. Open the HQ Dashboard at [hq.fieldedgeapp.com](https://hq.fieldedgeapp.com) and select **Performance** from the sidebar. {% endhint %} ## Reports Reports shows aggregated metrics and charts for a selected time period. Use it after (or during) a campaign push to answer questions like "how many contacts did we make this week?", "what was our door answer rate?", or "which contact statuses are most common?". You can filter by activity type and date range, and drill down by canvasser. ## Stream The Stream is a live feed of every contact your team logs, updating in real time. Use it while a canvass or phone banking session is actively underway — you can watch activity come in as it's completed, filter by team member or outcome, and spot location anomalies as they happen. ## Team The Team screen breaks down performance by individual team member. Use it to see who's making the most contacts, who's having quality conversations, and how output varies day by day across your roster. {% hint style="info" %} The Team screen is a new feature in [HQ Dashboard V2](/product-tour-or-hq/early-access), currently in early preview. {% endhint %} For a full breakdown of every metric, filter, and widget across all three views, see the [Performance reference in the Product Tour](/product-tour-or-hq/performance). ## What to check if data seems off **A house is Completed but has no contact status**: A volunteer can press **Complete** without selecting **Available/Unavailable**. The activity is recorded in FieldEdge and NationBuilder, but its contact status is missing. See the [questions about surveys and completion](/product-tour-or-mobile-app/canvass/canvass-profile#frequently-and-infrequently-asked-questions). **Activity isn't appearing in the Stream**: The Stream only captures contacts logged through the **Canvass** or **Call Time** features in the mobile app. If a team member logs contact via NationBuilder's native Log Contact action — even with Door Knock or Phone selected as the method — it won't appear in the Stream or any field activity metrics. **Support level stats look low**: Support level is optional in FieldEdge. Avg. Support Level and Confirmed Support Level only reflect contacts where it was recorded. **A contact status is missing from the Outcome chart**: Only contact statuses enabled in [App Customization](/product-tour-or-hq/app-customization) are available to field users, so disabled statuses won't appear here. ## Further reading {% content-ref url="/pages/81skv3NJj2yndoj1ERkb" %} [Performance](/product-tour-or-hq/performance) {% endcontent-ref %} {% content-ref url="/pages/Sf0BrPOsYcKoMxKrFd8k" %} [User location tracking](/guide-to-canvassing-and-calls/reporting/user-location-tracking) {% endcontent-ref %} {% content-ref url="/pages/0dlMVObDuqRd3J6ksr6p" %} [Activity in NationBuilder](/guide-to-canvassing-and-calls/reporting/filtering-activity-in-nb) {% endcontent-ref %} # Activity in NationBuilder Use NationBuilder to find notes, create new lists based on outcomes and more ## **Segmenting Results** When someone is canvased in FieldEdge, the app will "Log Contact" in NationBuilder, recording the date, outcome, and any notes taken during the interaction. To find people who have been canvassed, you can use a filter that targets this Logged Contact (with the method of "Door Knock"). By using filter combinations, you find an activity that matches specific criteria, such as: * the date they were canvassed * who they were canvassed by * the outcome of the canvass. Running a filter will give you a total number of people that match the criteria, as well as the list of people, so you can dive in one by one and review the details such as any notes. Here are a few useful filters to find canvass activity that matches specific criteria... {% embed url="
#### Questions? If you have any questions about tracking and reporting canvass activity in FieldEdge, please don't hesitate to reach out. We're fully certified NationBuilder Experts! # Viewing survey results View the consolidated summary of survey results or an individual's responses Once people have responded to the survey, you can see all summaries of the results for that survey or an individual's responses from the person's profile. ## Survey Results Summary To understand the response to a survey, navigate to the survey you wish to review and find the "Results" tab of the survey. {% hint style="info" %} Surveys can be found **`People`** (main menu) **`> Surveys`** (horizontal menu) {% endhint %} A summary of responses to each question will be shown like so:  ## Individual Responses To understand how an individual responded to a survey, open the Contact and scroll down to their Activity feed. From here you should be able to find the answers to each survey question like so:  #### Questions? If you have any questions about tracking and reporting canvass activity in FieldEdge, please don't hesitate to reach out. We're fully certified NationBuilder Experts!
# Viewing Notes View notes captured during canvassing and call time inside NationBuilder Notes captured during canvassing and call time sync back to NationBuilder as part of the logged contact. This means each contact record includes who was canvassed, the outcome of the interaction, and any notes that were captured by the canvasser or caller. ## Finding Notes on a Profile To view notes for a specific person, open their profile in NationBuilder and scroll down to the tab row (Dashboard, Edit, Location, Finances, etc.). Continue scrolling past the tab row and you'll reach the **Activity Feed**. In the activity feed, look for entries like: > *Ryan Anderson contacted Josh Howard via Door knock Answered* These entries represent logged contacts synced from FieldEdge. Click **Show More** on any entry to expand it and see the full notes captured during that interaction. ## Viewing Notes in FieldEdge You can also view notes directly in FieldEdge. Open the contact's profile in the app and tap the **Activity** tab to see their logged contacts, including any notes that were captured. ## Filtering by Note Content There's no way to filter for everyone who has a note as part of their logged contact, but you can filter for notes that **contain a specific string of text**. This is useful if you're looking for contacts where something specific was mentioned. To do this, open the People filter in NationBuilder and add a **Logged contact note** criteria set to **contains**, then enter the text you're looking for. {% hint style="info" %} This filter is particularly useful for finding contacts where a canvasser flagged something important — for example, filtering for "major donor" or "volunteer" to follow up with specific people. {% endhint %} ## Coming Soon: Notes Export Tool We're currently working on a tool that makes it easy to pull all notes into a single place for bulk review and export. If you'd like early access, please reach out to us — we'd love to hear from you. #### Questions? If you have any questions about viewing notes or reporting canvass activity in FieldEdge, please don't hesitate to reach out. We're fully certified NationBuilder Experts!
# User location tracking Monitor where your canvassers are logging activity relative to household locations {% hint style="info" %} Not available on all plans {% endhint %} FieldEdge tracks the GPS location where your canvassers log activity and compares it to the household's known location. This helps Campaign Managers spot anomalous behavior — especially useful when managing paid canvassers. Location tracking is built into the **Stream** on the [Performance](/product-tour-or-hq/performance) page. There is no separate map view — location data appears as distance warnings on each activity card in the Stream. ## How It Works When a canvasser completes a household during a walk, FieldEdge records two GPS coordinates: * **Household location** — the address coordinates from NationBuilder * **Activity location** — where the canvasser's device was when they logged the activity The distance between these two points is calculated automatically and displayed on the activity card in the Stream. ## Distance Warnings Activity cards in the Stream display a distance badge when location data is available. The badge is color-coded by severity: | Distance | Severity | What It Means | | --------- | ---------- | ------------------------------------------------------------ | | 0–30 m | No warning | Canvasser was at or very near the household | | 30–100 m | Low | Canvasser was nearby — typically normal | | 100–500 m | Medium | Canvasser was some distance away — worth reviewing | | 500+ m | High | Canvasser was far from the household — may indicate an issue | {% hint style="info" %} Use the **Warnings only** toggle in the Stream filters to show only activities with distance warnings. This is the fastest way to review location anomalies. {% endhint %} ## Viewing Location Details Tap an activity card in the Stream to open the detail sheet, which shows: * **Household address** — clickable link to Google Maps * **Household coordinates** — GPS lat/lng with a Google Maps link * **Activity coordinates** — where the canvasser actually was, with a Google Maps link * **Distance** — the calculated distance between the two points, with a "Get directions" link {% hint style="info" %} If a canvasser's device did not capture GPS coordinates, the activity card will show a "Not captured" badge instead of a distance. {% endhint %} {% content-ref url="/pages/81skv3NJj2yndoj1ERkb" %} [Performance](/product-tour-or-hq/performance) {% endcontent-ref %} # Exporting activity and notes Create an automation that automatically syncs new logged contacts as they happen to Google Sheets, Airtable, Excel, etc. {% hint style="success" %} This tutorial assumes you have some familiarity with Zapier. If you need help, feel free to reach out to our support team. {% endhint %} FieldEdge uses NationBuilder's Log Contact feature to store the outcome and notes of canvass activity. Unfortunately, at this point in time, NationBuilder does not have a way to export Log Contact data. Using [Zapier](https://zapier.com/app/dashboard), we've created an automation to sync that data in real-time to an online spreadsheet tool of your choice – such as Google Sheets, [Airtable](https://go.ryand.co/airtable) or Excel. Watch the tutorial below to see how you can set the automation up for yourself. {% embed url="
Will a house count as completed without selecting Available/Unavailable?
Yes, if you take the survey and press **Complete**. Leaving **Available/Unavailable** unset does not prevent completion: the house is shown as **Completed** in the app and under **Performance → Lists** once the household is finished. The activity is recorded in both FieldEdge and NationBuilder, but the logs have no contact status (such as **Answered** or **No Answer**). Select **Available/Unavailable** before completing to include that outcome. Survey results still sync to NationBuilder. For households with multiple residents, each resident must be completed or skipped before the household is finished. See [household statuses](/product-tour-or-mobile-app/canvass/statuses).What happens if I take a survey, then go back or skip the person?
Survey results still sync to NationBuilder in both cases. What changes is how the canvass is recorded: * **Go back without completing:** the person is not recorded as **Completed**. * **Skip the person:** the person is recorded as **Skipped**. Taking the survey alone does not mark the canvass as completed. Press **Complete** when you have finished canvassing the person.
Note
Add private notes to a person's profile for internal reference and follow-up.Log Contact
Record any direct or attempted interactions with a person, maintaining an organized contact history.\ \ \&#xNAN;*Note: this is already integrated into the Canvass and Call Time flows.*Tags
Manage tags associated with a person, including viewing, adding, or removing them for better categorization.Priority Level
Assign a priority level to a person, aiding in the allocation of resources and attention where needed.Support Status
Update a person's level of support, crucial for campaign and community management.\ \ \&#xNAN;*Note: this is already integrated into the Canvass and Call Time flows.*Open in NB
Directly access a person's NationBuilder profile for more in-depth information not available in FieldEdge.Surveys
Complete surveys on behalf of a person in NationBuilder, gathering essential feedback or data.Lists
Include a person in specific NationBuilder lists, facilitating targeted communication and organization.RSVP
Log a person's RSVP to events in NationBuilder, crucial for event planning and attendance tracking.Volunteer
Indicate a person's interest or involvement in volunteering, essential for mobilizing and managing volunteer resources.Point Person
Assign a point person to a contact — the team member responsible for maintaining the relationship with this person. This is useful for tracking who "owns" a relationship with key contacts or volunteers.Recruited By
Record who recruited or referred this contact to your campaign. Select a team member or another contact as the recruiter. This helps track the effectiveness of your volunteer recruitment efforts.
| Customization | CM* | Default | Accountless |
|---|---|---|---|
| People Access to NationBuilder contacts | true | true | false |
| Canvass Powerful door knocking interface | true | true | true |
| Call Time Quickly make calls to stakeholders | true | true | true |
| Contact Status Title | CM* | Default | Accountless |
|---|---|---|---|
| Answered | true | true | true |
| Meaningful Interaction | true | true | true |
| Lit Drop/Left Message** | true | true | true |
| No Answer | false | false | false |
| Bad Info | false | false | false |
| Inaccessible | true | true | true |
| Not Interested | true | true | true |
| Refused | false | false | false |
| Other | false | false | false |
| Send Information | false | false | false |
| Edit Fields | CM* | Default | Accountless |
|---|---|---|---|
| Religion | true | true | true |
| Name Prefix | true | true | true |
| Middle Name | false | false | false |
| Edit Fields | CM* | Default | Accountless |
|---|---|---|---|
| Donations | true | true | false |
| Customization | CM* | Default | Accountless |
|---|---|---|---|
| Send Field Activity to HQ | true | true | true |
| Enable Proximity Walk | true | true | false |
| Field Activity | true | true | true |
Default
**For users with a NationBuilder login who don’t need access to the FieldEdge HQ Dashboard** * Anyone with a login to your Nation (and permission set that [**meets our minimum requirements**](/team-setup/permission-sets)) can log in to FieldEdge and will be considered a Default User. * Their access to Contacts will be influenced by their NationBuilder permission set. * Does not need to be added or invited outside of NationBuilder. * Lists are assigned in NationBuilder – restricting access can be nuanced and cumbersome. * The same list cannot be assigned to multiple users simultaneously.Accountless
**For users without a NationBuilder account** * Users will sign in with their mobile numbers. * Needs to be added by a Campaign Manager in FieldEdge HQ Dashboard. * Best for volunteers who should have a heavily filtered experience. * Lists are assigned via NB Dashboard. * The same list can be assigned to multiple users simultaneously. * Cannot access the People section (Mobile CRM). * Not available on all plans.Campaign Manager
**For users who need access to the FieldEdge HQ Dashboard and optionally the mobile app** * To login to the mobile app: requires a NationBuilder login with a permission set that [**meets our minimum requirements**](/team-setup/permission-sets) (the Admin permission set meets these requirements by default) to log in to the mobile app. * Needs to be invited by another Campaign Manager. * Best for regular, trusted staff with the Admin permission set in NationBuilder/
🚀 NEW version released: Faster & more reliable
We’ve launched a **new, faster, and more reliable version** of the List Reset tool. Key changes include: * **Improved speed and reliability**, even with larger lists. * **Simplified tag removal**: Only the following tags are removed: * `FE:walk Completed` * `FE:walk Skipped` * `FE:call Completed` * `FE:call Skipped` * The **“Only reset older completions/skips”** option has been removed for clarity and simplicity. > 💡 **Need to clear tags that aren't removed by the new version?**\ > Use the **Legacy List Reset** version if you've used the new tool but still see individuals marked as completed or skipped.
| Tag Removal Setting | Notes | Example Tag(s) |
|---|---|---|
| Canvass Completed | Tags associated with a completing a person (with any status, eg. inaccessible) during a FieldEdge Canvass Walk. |
Using the Legacy Tool only: |
| Canvass Skipped | Tags associated with skipping a person during a FieldEdge Canvass Walk (normally used if you want to canvass a single person in the house). |
Using the Legacy Tool only: |
| Call Completed | Tags associated with completing person (with any status, eg. Not answered) during a FieldEdge Call Time Session. |
|
| Call Skipped | Tags associated with skipping person during a FieldEdge Call Time Session. |
|
🛑 "You do not have permission to use this app"
✅ **Solution** The NB account you are signing in with does not have permission to use third-party apps (this includes FieldEdge). Contact the person who added you to the nation and advise them to enable "API > sign into apps" on your associated permission set. Learn more about [FieldEdge and NationBuilder Permissions](/team-setup/permission-sets).🛑 "We couldn't find a FieldEdge account for the nation"
✅ It appears the nation does not exist at the provided slug. Please check your spelling.🛑 "After looking carefully, we could not find an active subscription for this nation."
✅ If you have a trial with us, the trial may have expired Please contact us so we can check the status of your subscription in our system.🛑 "This app is not registered for use by this nation."
You may have not signed up for an account on our website or your account is not connected your nation correctly. If you have not signed up for an account, please do so at🛑 "An error has occurred: The client is not authorized to perform this request using this method"
You are using FieldEdge v2 which is no longer supported. ✅ Please download FieldEdge v3 from your app store.🛑 There is no error message but the app is stuck on a blank loading screen
**✅ Solutions to try** 1. Visit your nation's login page from your phone using your preferred browser. You login page can be found atFE:walk Completed (NEWEST FORMAT)FE:walk0 Completed (v3 FORMAT)fe:walk:20210822 canvassed (v2 FORMAT)
FE:walk SkippedFE:walk:231 Completedfe:walk:20210822 skipped
FE:call CompletedFE:call:7243 Completed
FE:call CompletedFE:call:323 Completed
Filter for just list membership returns 932 people
Filter for list membership and an phone number exists return 894 people
Switch to List View to save some battery
