Creating the Walk Target and setting app options on the website:
Using the mobile app to walk the Target:
Removing voters who have already cast a ballot from the Walk Target:
This document contains an overview of how the module works:
Walk/Canvassing Action List Overview PDF
For most campaigns, you will likely be planning to walk your district once, or possibly a couple times. We recommend creating a Walk Action List (AKA Walk Target, Walk Project) for each purpose of the walk, not for each time you go out walking. For instance, let's say the campaign starts early and plans to walk the district twice before a primary election. Once to introduce the candidate and gather petitions, and a second time closer to the election to further promote the candidate and push yard signs. In this case , the campaign will end up with only 2 action lists: "Petition Drive" and "Primary Push".
This allows the campaign to see the progress of their canvassing efforts on a single map and makes sure you do not end up double-walking any houses. We also recommend only saving enough precincts to the Action List that you think you will be able to walk in the immediate future. Then add more precincts to your Action List as you need them. This makes sure you are using "fresh" data to create your new walk targets and also allows you to tune your criteria with each new addition as you determine what works.
To continue our example, when the campaign does the very first walk, they plan to start in precinct 610. The user pulls a target for precinct 610, then saves it to the Walk Action List and creates a new list called "Petition Drive". Now the user goes in and creates 4 walk packets as that is all they will walk in the next week.
The following week, the campaign wants to walk some more houses in precinct 610. Since these are now stored in the Petition Drive Action List, the user simply clicks the Walk/Canvassing Action List link on the Main Menu, then Petition Drive, then Map and creates some new walk packets of the "un-packeted" houses, completing all of precinct 610.
The 3rd week, the campaign wants to hit precinct 578, but also wants to expand the selection to include more houses. They pull the target and save it to the existing Petition Drive action list. This way they can see the progress of walking the district, which now includes 2 precincts. By using the mobile app or scanning the walk lists back into the Action Lists barcode feature, the map markers change to grey as they have been walked.
This process is repeated until the campaign has finished the Petition Drive walk across the entire district.
4 months later, the campaign wants to start the "Primary Push" walk across the district. They repeat the process as above, but this time saving everything to a new action list called "Primary Push".
- While packets can only be assigned to a single user, walkers can walk as partners or as a team. The assigned walker can provide the Packet ID number to others who can enter the ID on the first page of the mobile walk page. That way each member can access the packet and their activity is logged as the proper user.
- When doing large walking events, we recommend printing packets. Walkers can then grab a printed packet and enter the Packet ID from the header of the packet to access the packet in the app. This also acts as a technology failsafe in cases where something goes wrong with a device/connection/service etc and you do not lose the volunteer's time.
When creating packets, be sure to include only houses that are contiguous. For instance, if neighborhoods back up to each other 2 markers may appear to be close when in actuality they can not be easily accessed togehter. Hover your mouse cursor over any questionable markers when creating your packets to verify the address.
Last updated by Doug Homan, created March 22, 2019