FieldEdge Guides
Ask or search…
K
Links

Quick Start for Field Users

The fastest way to get started with FieldEdge

Downloading the App

The FieldEdge mobile app can be downloaded on a phone or tablet through the Apple App Store or Google Play.
Alternatively, or search for "FieldEdge 3" in the respective app store.

Logging In

Step 1: Start by entering your NationBuilder slug/URL (supplied by the campaign) and tap Next.

Step 2: Do you have a NationBuilder account?

Yes, I have a NationBuilder account
  1. 1.
    Click the Login with NationBuilder Account button.
  2. 2.
    You will be redirected to the login page of your nation.
  3. 3.
    You can log in with your email and password or a social account.
  4. 4.
    Once logged into NationBuilder, you will be redirected back FieldEdge and logged in.
No, but I've been invited to use FieldEdge
  1. 1.
    Click the Accountless Login button.
  2. 2.
    Enter your mobile phone number (don't forget the country code) and tap Next.
  3. 3.
    You will receive an SMS with your login code.
  4. 4.
    Enter the login code into the boxes provided.
  5. 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.
Having trouble logging in? See our troubleshooting guide here.

Canvassing

10 steps to canvass with FieldEdge

  1. 1.
    Select Canvass in the bottom menu.
  2. 2.
    Press the + New Walk button.
  3. 3.
    Select the list you have been assigned.
  4. 4.
    Tap Start Walk.
  5. 5.
    Allow FieldEdge to access your location.
  6. 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. 7.
    Tap the Address in the bottom bar (or swipe up) to see whose behind the door.
  8. 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. 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. 10.
    Tap Next Household. If you haven't canvassed everyone in the Household, you will be prompted to skip them.
Want to customize this guide? Download it on Google Docs here
After opening the doc go to the File menu and select Make a copy

Making Calls

If you're using FieldEdge to make calls, you'll want to navigate to the Call Time menu. See our Product Tour 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 to explore the app's capabilities.