List Reset

Does your campaign strategy call for re-canvassing households? Started with a persuasion phase and you're now moving GOTV? FieldEdge HQ provides a simple way to reset a list so it can be re-canvassed or re-called.

🚀 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.

Background

To keep track of the people in your nation that have been contacted while canvassing or phone banking, FieldEdge adds "special FE tags" to reflect the interaction. The tag includes the interaction was a walk or call and if they were completed (regardless of the outcome) or skipped. This tool provides an easy way to remove all of those tags easily.

Alternatively to using this tool, you can use NationBuiler to reset a list in some cases. We recommended reviewing our Re-canvass & re-calling voters guide before using this tool.

Accessing the List Reset Tool

Find the List Reset feature in the 'Tools' section of FieldEdge HQ (click here to open).

Start a New List Reset

1. Use the "New Reset" button to start the reset process.

2. Select the list of people you would like to reset

3. Next, select which type of tags you would like to remove. For example, if you only want to re-canvass people that were Completed during Canvassing, select "Canvass Completed"

4. Confirm the List Reset

5. The reset will be scheduled and the status will be added to overview screen

Note: Reseting a list is permanent and may take several minutes to complete depending on the size of your list. We recommend keeping the list 500 people.

Understanding tags and the list reset settings

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.	FE:walk Completed Using the Legacy Tool only: FE:walk0 Completed fe:walk:20210822 canvassed
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).	FE:walk Skipped Using the Legacy Tool only: FE:walk:231 Completed
Call Completed	Tags associated with completing person (with any status, eg. Not answered) during a FieldEdge Call Time Session.	FE:call Completed Using the Legacy Tool only: FE:call:7243 Completed
Call Skipped	Tags associated with skipping person during a FieldEdge Call Time Session.	FE:call Skipped Using the Legacy Tool only: FE:call:323 Completed

For people canvassing or calling during the April transition period, this List Reset Tool offers a way to only reset tags that were applied during past canvass or call sessions – attempting restore the list to it's previous status. To use this option, select Only reset older completions/skips.

FAQS

What is the max list size the tool supports?

The latest version of the tool is designed to work all sizes of lists.

The legacy reset tool is designed to be used with lists of up to 500 people.

How long should it take?

The latest version of the tool is faster and should take anywhere from 10 - 60 seconds to compelete depending on the size of the list.

Further Reading

If you haven't already, we recommend reading our guide to re-canvass and re-calling voters.

Re-canvass & re-calling voters