Liberalist ChampionsBuilding local capacity; sharing Liberalist to infinity and beyond

Call 1-800-747-5150 to hear the spoken portion of the session

Customizing your Canvass

Nadya Wilkinson Liberal Party HelpDesk Agent

Customized Survey QuestionsCustom Scripts Custom Report Formats Opportunities for Customizing your Canvass

Today’s Session

Should not replace:◦Events◦Signs ◦Affiliation (standard question)◦Active Volunteer

Customized Survey Questions

Eg. Do you think the eligibility age for Old Age Security should be raised to 67?◦Yes◦No ◦Don’t Know

Customized Survey Questions

PrivateFor issues / projects of local relevance

Shared ContactsLevel 3Do not link to the centrally created Activist Codes or Survey Question

Customized Survey Questions

Shared ContactsCodes · Questions · Scripts

◦Survey Questions

Click New Survey Question

Customized Survey Questions

Customized Survey Questions

Customized Survey Questions

Clicking Save allows you to add responses

Customized Survey Questions

Medium and Short Responses for canvass sheets, data entry.

Customized Survey Questions

Combine:◦Text◦Survey Questions◦Activist Codes◦Volunteer Activity◦Events

Custom Scripts

Can be used with◦MiniVan◦Virtual Phone Bank◦Grid View◦Scan Bar Codes◦Canvass Sheets

Custom Scripts

PrivateAny canvass / outreach projectMy Voters & Shared ContactsLevel 3CAN link to the centrally created Activist Codes or Survey Questions

Custom Scripts

On the tab where you’ll create listsCodes · Questions · Scripts

◦Scripts

Click Add New Script

Custom Scripts

Name your ScriptClick Next

Custom Scripts

Add Script Elements one at a time

Click Add AFTER adding EACH element.

Custom Scripts

Added Elements are displayed in the Preview area

Custom Scripts

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

If including an event invitation, you can select which responses should be tracked.

Custom Scripts

Click Save to move onClick Save As to create a copy

Custom Scripts

Click Save to move onClick Save As to create a copy

Custom Scripts

Report Format: The Layout of information and questions on a printed sheet

Custom Report Formats

Different Report Formats

Display Information:◦ Name◦ Contact Information◦ ID number & bar code◦ Activist Codes ◦ Survey Questions

Collect Information:◦ Space for Script◦ Fixed Script Integration

Custom Report Formats

Space for any Script (chosen when printing)

Script integrated directly into Report, cannot be changed when printing

Script Space v. Fixed Integration

Private◦ Can be visible to you only

Any PRINTED sheets for outreach, reporting

My Voters & Shared Contacts Level 3

Custom Report Formats

On the tab where you’ll print listsReports · Labels

◦Report Formats

Click Add New Report Format

Custom Report Formats

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

Save space for a Script? Or will you integrate a script into the report (Fixed Script)?

Custom Report Formats

Drag and Drop!Add Columns to separate sections

Custom Report Formats

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

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

Opportunities for Customizing your CanvassMiniVanVirtual Phone BankGrid ViewScan Bar CodesCanvass SheetsQuick Mark