Capture campaign involvement / volunteer interest
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In any campaign, identifying and engaging with individuals who express an interest in volunteering is crucial. FieldEdge, integrated with NationBuilder, provides effective tools to record and categorize this interest and allowing for efficient follow-ups. Two primary methods can be used for this process:
Marking the Person as a Volunteer
In FieldEdge, this can be done directly from a person's profile. Access the located in the top right-hand corner and toggle the volunteer status to Yes
. This action automatically updates their NationBuilder profile, adding a "wants to volunteer" note and applying a volunteer flag.
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.
This system ensures that volunteer interests are accurately captured and organized within FieldEdge and NationBuilder, streamlining campaign efforts and volunteer management.