The Homepage My Campaign is where you can track your contacts information

1. The HomepageMy Campaign is where you can track your contacts information

2. Quick Look UpAfter you click on quick look-up you’ll be brought to this page where you can type in part or all of a person’s name to see if they’re in your My Campaign database.

3. If no data is found, you can click on Search My Voter File to see if they’re registered to voter in your state

4. If the person you want appears in the list below, select the button to the left of their name and press Copy Person

5. When you copy a person you can see the data being pulled over from My Voters and add to it as it goes into your My Campaign database. Save when you’re done.

6. If you don’t find the person you are looking for in the voter file you can click Add New Person

7. This is what the screen will look like. Fill out the form with the information you have and click save.

8. You can see the new person added appearing in your My Campaign database

9. How to create a survey questionFrom the homepage select survey questions under the Codes, Questions, and Scripts tab

10. Click Add question and type Add response options

11. Now it’s added to your list

12. Quick MarkFrom the homepage you click on Quick Mark Then click on add a survey response

13. Select your survey question, date, who made the contact, and how

14. Then just like Quick Look Up you can search for a person

15. Apply the survey response to the question to a person and save, then search for the next person

16. Create a ListFrom the homepage click Create a New List and then build your list based on what you’re looking forAll the boxes with the + sign can be expanded so you can search based on those items as well geography survey question

17. Your list is generated – to use it again you’ll want to save

18. Here you have the option of saving as a “saved list” which are groups of specific people generated from a search; when you load a “saved list”, you will always get the same people in the original list. A “saved search” will maintain the criteria from the original search, not the specific people.  So when you run a “saved search” you will find the people who fit those criteria at the moment you run the search, irrespective of those who may have fit the criteria when you first created the search.

19. How to Make a Call ListFrom the homepage, return to a list you made and select print

20. Select print to PDF and calling/phone list

21. Generates a PDF and then you can download to print or email the list to start making calls

22. Another option is to load the list into a Virtual Phone Bank where multiple people can log into VAN and into the phone bank and presented with a display that looks like this. Here you can have a script and record peoples responses.