Getting Started with Ecanvasser

Setting up and customizing your dashboard

18 articles in this collection
Written by Ciara O Riordan, Janet Breen, and Veronika Schiftner

Your Quick Start Guide to Ecanvasser

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

Written by Veronika Schiftner
Updated over a week ago

Importing your Contacts

Explore your Importing Contact Data Options

How to populate your account with contact data

Written by Veronika Schiftner
Updated over a week ago

Sourcing your Contact Database

Where can I get data for Ecanvasser?

Written by Veronika Schiftner
Updated over a week ago

Importing Contacts

Import Best Practices, Import Preparation, Starting your File Import

Written by Ciara O Riordan
Updated over a week ago

How to Build a Database from Scratch

A guide to creating a Database from scratch

Written by Veronika Schiftner
Updated over a week ago

Onboarding and Managing your Team

Inviting your Team

Getting your team up & running

Written by Veronika Schiftner
Updated over a week ago

Onboarding Your Team

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

Written by Veronika Schiftner
Updated over a week ago

Team Management

Managing your Team within Ecanvasser

Written by Veronika Schiftner
Updated over a week ago

Field Tracking

Field Tracking, Field Activity, Field Report, Report

Written by Veronika Schiftner
Updated over a week ago

Understanding Permission Levels

Permission Levels: from Organizer to Account Owner

Written by Veronika Schiftner
Updated over a week ago

Customization

Customize Feature

Customizing your account to suit your needs

Written by Veronika Schiftner
Updated over a week ago

Custom Fields

Capturing crucial contact information through Custom Fields

Written by Janet Breen
Updated over a week ago

Interaction Statuses

How to tailor your interaction statuses to suit your needs

Written by Veronika Schiftner
Updated over a week ago

Permission Settings

How to manage your Permission Settings

Written by Janet Breen
Updated over a week ago

Campaign Efforts

Managing engagement campaigns within your organization

Written by Janet Breen
Updated over a week ago

Ratings

Fostering data consistency with bespoke Rating Descriptions

Written by Janet Breen
Updated over a week ago

Talking Points

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

Written by Janet Breen
Updated over a week ago

Surveys

Creating and managing surveys within the dashboard

Written by Janet Breen
Updated over a week ago