Ecanvasser

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

Dynamic or Static Lists

Automatically assign contacts evenly to all team members

Auto Split & Assign Lists to Users

Create lists and assigning them to a user or team

How to assign lists & manage territories

Database Page: List Assignments

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

Create a custom design with text, images, and links

Website

Web App

Pricing

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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