Ecanvasser

An overview of the desktop application and the key pages

Navigating around your Web Application

Understand and optimize your dashboard to help you unlock the power of your team

Ecanvasser Web App

Creating customized Dashboards and Reports, making actionable insights available easier than ever.

Dashboards Feature

Visualize, measure, and act on outreach activity in Ecanvasser

How to Use Interaction Reports

Dashboards, Reports and Analytics

Plotting your imported addresses on the Map

Geocoding your File

All you need now know about your contact data within the Ecanvasser platform 

Imports, Exports and Managing your database

Understanding Your Contact File

Does your contact file require some cleaning or data work?

Formatting Your Import File

Something unexpected occur while importing?

Troubleshooting your Data Import

A must read to get optimal results from your data

Implementing a Data Gathering Plan

Cleaning and Formatting Your Data Import

Which Ecanvasser Contact Merge is right for me?

Contact Merge Explained

Update or append information to your database by a unique Contact ID

Contact Merge by Contact ID

Merging Data & Conflicts

Updating Your Contact Database

Contact Database, Duplicates, Contacts, Multiple Contacts

The Ultimate Guide to the De-Duplication Tool

Managing Your Database

Exports, Document Repository, Saved Documents

Exports Page

Exporting: Walk Lists, Contact Database & Results

Exporting your Data

Exporting your data enables analytics and can help create Walk Lists

Database Export Function

Printable Walk List

Your guide to understanding the Buildings feature

Buildings feature

Exporting Your Data

Understanding Your Contact Database

Create, Edit or Delete Contacts or Houses

Managing your Database

Segmenting your contact database for Walk list creation, exports or other bulk actions

Database Page: Searching & Filtering

How to create and manage lists from the dashboard

Database Page: Creating Lists

Create lists and assigning them to a user or team

How to assign lists & manage territories

Automatically assign contacts evenly to all team members

Auto Split & Assign Lists to Users

Dynamic or Static Lists

How to Record Interactions from the Web App

Recording Interactions via the Web App

Combing Ecanvasser technology with traditional walk lists

Printed Walk Lists

A Geographical Visual Display of your Contact Database

Map Page: Navigating your Map

Lists by area, Choosing the area for the teams on the map

Map Page: Creating Lists and Cutting your Turf

Segmenting your contacts from the map tab to create visual walk areas

Map Page: Searching & Filtering

Want to visualize boundaries or map data on your Ecanvasser Map page?

Map Page: Map Overlays

A Guide to Streamlining Your Lead Generation Process

Lead Prospector

Plan

Invite New Users, Create & Manage Teams and Users

Users and Teams

Updating User Permissions

Fast, effective appointment setting for field sales and canvassing

Appointment Scheduler

For all your outreach scheduling, shift management, field operations, and event planning, we have you covered

Actions

Everything you need to know about Ecanvasser Actions as a team member

Responding to Actions Invitations

Organize

Assign, filter and manage follow-up requests using Helpdesk

Understanding Helpdesk

Keeping you in touch with follow-up requests that matter to your contacts

Collecting Follow-up Requests During Outreach Activities

Field Tracking, Field Activity, Field Report, Report

Field Tracking

Engage

Website

Dashboard

Pricing

Find answers and get help from Intercom Support and Community Experts

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