Leader: Customization

Custom Fields, Star Rating, Interaction Status, Permission Settings, Surveys, Consent Settings, Talking Points.

Updated over a week ago

The purpose of this article is to highlight the benefits of customizing at the Leader level. Customized features on the Leader level can't be changed within the individual accounts.

Customization on Leader Level

The Customize page is a similar setup to individual accounts within Ecanvasser. However, the key difference (and most powerful) is when you update on the Customize page from a Leader account, those changes are reflected down to each sub-account you have associated with the leader account.

This will reduce setup time and provides unification across all of your sub-accounts on the following features.



Features to customize

1. Custom Fields

Custom Fields are one of the most powerful aspects of Ecanvasser as they are designed to give you flexibility and control in managing your contact's data. This allows you to import additional data points that Ecanvasser does not have a default field for example multiple political units, donation information, etc. It's an additional data field for you to record information about your contacts, for example: are they interested in upcoming events, have they donated in the past etc.

On The Leader Level:

  • Any custom fields you apply at the Leader level will show up for every account.

On The Account Level:

  • Account level Members with the relevant permissions can add their own Custom fields to fit their campaign.


2. Interaction status

You can tailor your interaction statuses to suit your needs. This feature can only be customized at a Leader level. This will allow you to add or remove the Statuses your field staff will record for every interaction made.

On The Leader Level:

  • Any Interaction Status you apply at the Leader level will show up for every account.

  • Interaction Status needs to be edited at the Leader level.

  • The Interaction Status has to be the same for all accounts.

On The Account level:

  • There is no ability to change the Interaction status on Account levels.

3. Ratings

The ability to customize interaction ratings so that your teams are all on the same page. We allow you to tailor the description of each of the star ratings - 1 through 5 - which should make it clear to your organizers what each star rating means. This will give you consistency in the data that is captured! This feature can only be customized at a Leader level.

On the Leader level:

  • Any Rating description you apply at the Leader level will show up for every account

On the Account level:

  • There is no ability to change the Rating description on Account levels under the Leader level.

4. Permission settings

Here you can manage and control access levels for a variety of features and functionalities within your account based on the permission level set.

We appreciate that our customers can have varying security requirements and compliance controls. As a result, we have made available many permission settings for you to configure, Including Edit and delete contacts, access to Helpdesk, Field tracking, and many more!

On the Leader level:

  • Any permission settings you apply at the Leader level will show up for every account

On the Account level:

  • Account level members with the relevant permissions can adjust their accounts Permission settings to fit their campaign.

5. Surveys

Conducting surveys is an ideal and convenient method for data gathering for whatever your research purpose is. You can build many survey questionnaires using Ecanvasser. Your published Leader surveys will be pushed to every Campaign connected to your Leader account.

On the Leader level

  • Any Surveys published at the Leader level will show up for every account

On the Account level

  • Account level members with the relevant permissions can build Surveys that are relevant to their campaign.

6. Talking points

Talking Points are the direct line of communication to everyone in your organization, direct to their devices. Pushing Talking Points to your entire membership gives you control over how your teams interact and campaign in the community.

On the Leader level

  • Any Talking points published at the leader level will show up on every account

On the Account level

  • Account level members with the relevant permissions can tailor their own Talking points that are relevant to their campaign.

7. Consent settings

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

On the Leader level

  • On your Customize page, you can control which consent is being captured by toggling the consent types* on or off.

  • Once this is selected within Leader it will apply to all accounts. This will save you a lot of time as you won't have to configure this in the individual sub-accounts.

  1. Once Capture E-signature is selected, your team will be prompted to collect a digital signature within the interaction workflow of the mobile app.

  2. Consent to receive updates on a Follow-Up Request is only presented after a request has been logged via the mobile app.

  3. Consent to receive the newsletter

  4. Consent to receive Volunteer Updates is only presented if a person has indicated they are a volunteer

On the Account level

  • Account level members with the relevant permissions can edit consent settings around what is relevant to their campaign


If you have any questions reach out to us using the chat box below, or contact support@ecanvasser.com


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