Ecanvasser

Our top support articles to help get the most out of your account

Your Quick-Start Guide to Ecanvasser

Your guide on accessing your Account through Email Invitation

Joining by Email

Sample Data

Get the most out of your interaction workflows in Ecanvasser

Best Practices for Managing Interactions

Learn how to accurately capture and filter the insights you collect

Using Tags and Notes for Better Insights

Setting up and customizing your dashboard

Getting Started with Ecanvasser

How to populate your account with contact data

Explore your Importing Contact Data Options

Sourcing your Contact Database

Import Best Practices, Import Preparation, Starting your File Import

Importing a Contact File into Ecanvasser

A guide to creating a Database from scratch

How to Build a Database from Scratch

What Are My Data Import Options?

Importing your Contacts

Organizers are the backbone of any organization or campaigns, here's what's involved in getting them started!

Onboarding Your Team

For each user you can choose different permissions depending on your operational needs

Default Permissions Explained

Inviting your Team

Team Management

Permission Levels: from Organizer to Account Owner

Understanding Permission Levels

How to easily monitor and manage team activity in the field

User Activity Log Management

Managing What Users Can and Can’t Do in Ecanvasser

Onboarding and Managing your Team

Building your customized Canvassing app

Capturing crucial contact information through Custom Fields

Custom Fields

Managing engagement campaigns within your organization

Campaign Efforts

How to tailor your interaction statuses to suit your needs

Interaction Statuses

Fostering data consistency with bespoke Rating Descriptions

Ratings

Permission Settings

Creating and managing surveys within the dashboard

Surveys

Adding points, messages or template's for your organizers on your movement or policy

Talking Points

We provide you with the ability to collect digital consent from people who your team engage with while using the Ecanvasser mobile apps

Consent settings

Capture a contact's consent via our Electronic signature feature, when you have requested using their personal data or following a survey.

Signature Settings

Learn the ins and outs of customizing your canvassing app

Best Practices for Customization

Customization

Website

Dashboard

Pricing

Find answers and get help from Intercom Support and Community Experts

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