FieldEdge Guides
HQ Dashboard
  • πŸ‘‹Welcome! Start Here
  • ⚑Quick Start for Field Users
  • πŸ§‘β€πŸ€β€πŸ§‘Team Setup
    • Permission Sets
    • Restricting Access
  • Migrating to v3
    • Migration Emails
  • 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)
    • Reporting
      • Activity summary
      • User location tracking
      • Filtering activity in NB
      • Viewing survey results
      • Exporting activity and notes
  • Product Tour | Mobile App
    • Overview
    • People
      • Search
      • Profile
    • Canvass
    • Call Time
    • Actions
    • Tags
    • Offline Capabilities
  • Product Tour | HQ
    • Dashboard Overview
    • App Customization
    • Team Management
      • Default Users
      • Accountless Users
      • Campaign Managers
    • Performance
    • Tools
      • List Reset
    • Multiple Nations
  • Everything else
    • Other Guides
      • Why is my precinct (NBEC) data missing?
      • Missing people or organisations in People section
      • Checkout error: Your card does not support this type of purchase
      • Search doesn't always find people in my nation
      • Ensuring FieldEdge Access to GPS Location on Your Device
      • 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
      • Customer Advisory & Beta Testing
        • How to Install FieldEdge Beta on iOS and Android
        • 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
    • Changelog
    • Legal
      • Terms of Service
      • Privacy & Disclaimer
Powered by GitBook
On this page
  • Downloading the App
  • Logging In
  • Canvassing
  • 10 steps to canvass with FieldEdge
  • Making Calls
  • Mobile CRM

Was this helpful?

Quick Start for Field Users

The fastest way to get started with FieldEdge

PreviousWelcome! Start HereNextTeam Setup

Last updated 1 year ago

Was this helpful?

Downloading the App

The FieldEdge mobile app can be downloaded on a phone or tablet through the Apple App Store or Google Play.

Or go to

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. 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.

Canvassing

10 steps to canvass with FieldEdge

  1. Select Canvass in the bottom menu.

  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.

After opening the doc go to the File menu and select Make a copy

Making Calls

Mobile CRM

Having trouble logging in? See our .

Want to customize this guide?

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

If you're using FieldEdge as a mobile CRM, you'll want to navigate to the People menu. See our to explore the app's capabilities.

⚑
troubleshooting guide here
Download it on Google Docs here
Product Tour
Product Tour
Download Here
https://felink.me/go3