The Search Function
The Search function is one of the two main ways by which to segment your database. Searches can be performed on People, Houses, Streets, or Groups.
People, Houses, Streets
- Select either the People, Houses, or Streets tab
- Enter the desired search criteria
Once a search has been completed, you can:
3. Click on, to enter and review, or edit, an individual record, to review or edit
4. Add results to a Group, by either:
a. Individually, by checking relevant boxes, to add People, Houses, or Streets
b. The entire search result, by clicking Select All
If entering an individual record; be sure to select a result from a column regarding the selected search tab, that is:
- People: First Name or Last Name
- Houses: No., House Name, or Street
- Streets: Street
Depending on the search option selected, different information will be available,
Selecting either a Person or House will open that voters House page. From this page, you can:
- see all available personal information
- review any recent activity, including canvas information, or any issues arising.
- see the house's location on a map
- access links to any other individuals residing within the same house
- add a new voter to the house, delete a voter, or delete the house
Selecting an individual Street will display all records of Houses on that Street, though individual records cannot be entered from this page.
Searching Groups works on the same principles as those above. However, the results page will be somewhat different. For example, following a search, the below Groups are yielded as a result:
- Delete Groups
- Review Group Statistics
- Export Walk Sheet / Edit Group
Export Walklist / Edit Group
The Filter Function
The Filter function is similar to the Search function, in that it allows us to segment our voter database. This information is dependant on the information imported from our Voter File (or NationBuilder), and that which has been recorded by our live canvassers, or back office staff.
Generally, once a filtering option is selected, it will require you to select at least one segment of that filter, to yield results:
Be sure not to miss the scroll bar down the right hand side!
Person: allows us to filter based upon various personal details; of particular note are Group, and Volunteer.
Canvassing: this relates to various matters which may have arisen regarding the canvass: has the voter been canvassed; were they surveyed; the general reception; etc.
House: filters based upon the accuracy of the files geocoding; precinct; ZIP code; etc.
Surveys: allows us to filter based upon completed survey results.
Custom Fields: allows filtering based upon any Custom Fields we have input.
Elections: allows filtering of voters who have raised an issue in the course of the campaign.
Search & Filter
Quite often, depending on the specific goal, using a Search or Filter individually may be the best course of action. However, by using the Search and Filter functions in tandem, we can access a highly accurate and detailed view of our constituents.
A few examples of why we may wish to do this are:
- We may filter based upon those of our voters who require lawn signs, and then use the search function to break these voters up by address so multiple people can do deliveries of signs to different voters
- Having completed a survey on whether or not voters wanted a new school in their area, we may perform a search to see if their is a geographic element to our voters opinions (and maybe even filter further to see any potential demographic aspects)Beyond allowing us to identify which voters support our stance, it would also allow us to reach out to those opposed. Perhaps they can be won over by our policy opinions on other topics relevant to their demographic?