Every campaign, organization, and outreach initiative is unique—your canvassing tools should reflect that. Ecanvasser gives you a wide range of customization options so your team can collect the right data, follow the right scripts, and deliver the right message in the field.
This guide walks you through best practices to fully customize your Ecanvasser setup for maximum clarity, usability, and impact.
1. Set Clear Campaign Goals Before Customizing
Before making changes to the app, ask yourself:
What outcomes are we trying to achieve?
What data do we need to collect to measure success?
Who is using the app, and how comfortable are they with digital tools?
Aligning your customization with your campaign objectives ensures every field interaction serves a purpose.
2. Use Custom Fields to Track the Right Information
Custom fields let you tailor the information collected in each interaction. The available custom field types include:
Text – Free-form text input
Number – Numeric input only
True/False – A simple yes/no toggle
Multiple Choice – Add as many options as needed; end users can select only one option
Checklist – Similar to Multiple Choice, but end users can select multiple options
Star Rating – A 1 to 5 star scale
Attachment – Allows uploads of photos, videos, audio recordings, or documents
Each Attachment field supports up to 10 files.
You can configure each custom field with the following settings:
Required – Must be completed before an interaction can be submitted
Read-Only – Data is visible to users but cannot be edited in the field
Priority – Highlights key fields for data collection emphasis in the app
Use only the fields that align with your goals to ensure a focused, user-friendly experience.
3. Configure Talking Point Scripts for Consistency
Ensure every team member is aligned in the field:
Develop Talking Point scripts for different outreach goals such as key policies or unique selling points.
Structure scripts into logical sections to support natural conversation flow.
Include tips or notes inside scripts to guide reps during live conversations.
Keep messaging clear and accessible, especially for newer team members.
4. Customize Interaction Outcomes
Outcomes help capture what happened during an interaction:
Tailor the list of outcomes to your specific goals (e.g., “Supporter Identified,” “Declined,” “Needs Follow-Up”).
Avoid duplicative or confusing options to streamline logging.
Use outcomes to trigger follow-up actions or automate workflows like creating Smart Lists.
Logged outcomes feed directly into reporting, making them essential for campaign insights and follow-through.
5. Personalize Your Lists and Territories
Lists and territories should reflect how your outreach is structured:
Use consistent naming conventions for clarity and searchability (e.g., “Zone A – Undecided Voters”, "Westside - Green Living Houses").
Divide large areas into manageable lists for individual users or teams.
Assign specific users to lists to prevent overlap or missed opportunities.
Customizing your lists ensures efficient coverage and accurate reporting.
6. Test the Setup Before Launching
Before deploying your customized app:
Use a demo user to test interaction logging and workflows.
Verify that fields are ordered and behaving as expected, especially required or read-only fields.
Confirm that Talking Point scripts appear and function properly.
Check GPS and data syncing functionality in real-world test scenarios.
Testing helps ensure a smooth experience for field teams.
7. Adapt As You Go
Customization is not a set-it-and-forget-it task. Make adjustments based on team feedback and campaign performance:
Add or remove custom fields as data needs change.
Update scripts to reflect new messaging or community concerns.
Modify outcomes or workflows based on interaction trends.
Use the flexibility of Ecanvasser to continuously improve.
Final Tips for Effective Customization
Keep interfaces clean—only include what your team truly needs.
Use field settings like Required, Read-Only, and Priority to guide user behavior.
Regularly review the data to ensure the setup remains aligned with the goals.
Invest in team training to ensure everyone understands how to use the customized setup.