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 today

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 today

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 today

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 today

Customization

Customize Feature

Customizing your account to suit your needs

Written by Veronika Schiftner
Updated today

Custom Fields

Capturing crucial contact information through Custom Fields

Written by Janet Breen
Updated today

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 today

Ratings

Fostering data consistency with bespoke Rating Descriptions

Written by Janet Breen
Updated today

Talking Points

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

Written by Janet Breen
Updated today

Surveys

Creating and managing surveys within the dashboard

Written by Janet Breen
Updated today