Use the Customize page to configure the core elements of your Ecanvasser account. This includes:

Custom Fields are one of the most powerful tools in Ecanvasser. They offer flexibility and control over how you manage your contact data.

👉 Learn how to set up Custom Fields

Campaign Efforts help structure how your organization engages with the community. Tailor these efforts to clearly define what is required from team members.

Analytics data is linked to each effort, allowing you to track and categorize different outreach types effectively.

👉 Learn how to customize Campaign Efforts

You can fully customize Interaction Statuses to align with your workflows. While Ecanvasser provides default statuses, you can add your own, along with descriptions to ensure clarity for your team.

👉 Learn how to customize Interaction Statuses

Ensure consistency in your data by customizing how your team rates their interactions. You can define what each star rating (1–5) means, helping organizers stay aligned on scoring criteria.

👉 Learn how to customize Ratings

Control access to various features across your team with flexible permission settings. This is particularly useful for meeting organizational security and compliance requirements.

👉 Learn how to configure Permission Settings

Surveys are a convenient method for collecting data. You can create multiple survey forms and assign them to specific teams or your entire account.

Our survey tool also includes analytics to help you assess results with greater precision.

👉 Learn how to customize Surveys

Talking Points enable centralized communication with your teams directly on their mobile devices. Update messages in real-time to reflect changing campaign strategies and ensure consistency in field outreach.

👉 Learn how to use Talking Points

Ecanvasser allows you to digitally collect consent from individuals your team interacts with via the mobile apps.

👉 Learn about Consent Settings

Use electronic signatures to capture contact consent—either when handling personal data or following survey completion.

👉 Learn about Signature Settings

The App Preview lets you see exactly what your organizers will view in the mobile app as they record interactions.

As you customize your settings, the preview updates in real time—giving you a live view across both Android and iOS versions and all permission levels.

👉 Use App Preview to verify your changes on the Customize Page.

If you have further questions, feel free to contact our support team at support@ecanvasser.com