Download - Liberalist Champions
![Page 1: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/1.jpg)
Liberalist ChampionsBuilding local capacity; sharing Liberalist to infinity and beyond
Call 1-800-747-5150 to hear the spoken portion of the session
![Page 2: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/2.jpg)
Customizing your Canvass
Nadya Wilkinson Liberal Party HelpDesk Agent
![Page 3: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/3.jpg)
Customized Survey QuestionsCustom Scripts Custom Report Formats Opportunities for Customizing your Canvass
Today’s Session
![Page 4: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/4.jpg)
Should not replace:◦Events◦Signs ◦Affiliation (standard question)◦Active Volunteer
Customized Survey Questions
![Page 5: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/5.jpg)
Eg. Do you think the eligibility age for Old Age Security should be raised to 67?◦Yes◦No ◦Don’t Know
Customized Survey Questions
![Page 6: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/6.jpg)
PrivateFor issues / projects of local relevance
Shared ContactsLevel 3Do not link to the centrally created Activist Codes or Survey Question
Customized Survey Questions
![Page 7: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/7.jpg)
Shared ContactsCodes · Questions · Scripts
◦Survey Questions
Click New Survey Question
Customized Survey Questions
![Page 8: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/8.jpg)
Customized Survey Questions
![Page 9: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/9.jpg)
Customized Survey Questions
![Page 10: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/10.jpg)
Clicking Save allows you to add responses
Customized Survey Questions
![Page 11: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/11.jpg)
Medium and Short Responses for canvass sheets, data entry.
Customized Survey Questions
![Page 12: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/12.jpg)
Combine:◦Text◦Survey Questions◦Activist Codes◦Volunteer Activity◦Events
Custom Scripts
![Page 13: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/13.jpg)
Can be used with◦MiniVan◦Virtual Phone Bank◦Grid View◦Scan Bar Codes◦Canvass Sheets
Custom Scripts
![Page 14: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/14.jpg)
PrivateAny canvass / outreach projectMy Voters & Shared ContactsLevel 3CAN link to the centrally created Activist Codes or Survey Questions
Custom Scripts
![Page 15: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/15.jpg)
On the tab where you’ll create listsCodes · Questions · Scripts
◦Scripts
Click Add New Script
Custom Scripts
![Page 16: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/16.jpg)
Name your ScriptClick Next
Custom Scripts
![Page 17: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/17.jpg)
Add Script Elements one at a time
Click Add AFTER adding EACH element.
Custom Scripts
![Page 18: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/18.jpg)
Added Elements are displayed in the Preview area
Custom Scripts
![Page 19: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/19.jpg)
Don’t forget to add Results for when your callers don’t get responses to the questions in the script
Results can be searched and excluded from future lists.
Custom Scripts
![Page 20: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/20.jpg)
If including an event invitation, you can select which responses should be tracked.
Custom Scripts
![Page 21: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/21.jpg)
Click Save to move onClick Save As to create a copy
Custom Scripts
![Page 22: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/22.jpg)
Click Save to move onClick Save As to create a copy
Custom Scripts
![Page 23: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/23.jpg)
Report Format: The Layout of information and questions on a printed sheet
Custom Report Formats
![Page 24: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/24.jpg)
Different Report Formats
![Page 25: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/25.jpg)
Display Information:◦ Name◦ Contact Information◦ ID number & bar code◦ Activist Codes ◦ Survey Questions
Collect Information:◦ Space for Script◦ Fixed Script Integration
Custom Report Formats
![Page 26: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/26.jpg)
Space for any Script (chosen when printing)
Script integrated directly into Report, cannot be changed when printing
Script Space v. Fixed Integration
![Page 27: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/27.jpg)
Private◦ Can be visible to you only
Any PRINTED sheets for outreach, reporting
My Voters & Shared Contacts Level 3
Custom Report Formats
![Page 28: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/28.jpg)
On the tab where you’ll print listsReports · Labels
◦Report Formats
Click Add New Report Format
Custom Report Formats
![Page 29: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/29.jpg)
Name your Report Select printed page attributes
◦Page Size◦Orientation
Do you want to show profile notes?
Custom Report Formats
◦Text Size◦Rows of Information
![Page 30: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/30.jpg)
Save space for a Script? Or will you integrate a script into the report (Fixed Script)?
Custom Report Formats
![Page 31: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/31.jpg)
![Page 32: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/32.jpg)
Drag and Drop!Add Columns to separate sections
Custom Report Formats
![Page 33: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/33.jpg)
Button Bar
◦Add Activist Code => ‘X’ in Available Fields
◦Add Survey Question => Response in Available Fields
Use Add Text Field for contextDrag and Drop!
Activist Codes, Survey Questions
![Page 34: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/34.jpg)
Use Add Text Field and Add Checkbox to integrate script
Eg. Taking a sign◦Text◦Checkbox◦Both are added to the Available Fields section. Drag them up!
Fixed Scripts
![Page 35: Liberalist Champions](https://reader036.vdocuments.net/reader036/viewer/2022081512/568163e2550346895dd53fe9/html5/thumbnails/35.jpg)
Opportunities for Customizing your CanvassMiniVanVirtual Phone BankGrid ViewScan Bar CodesCanvass SheetsQuick Mark