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VoteBuilder Basic

Introduction

Getting Started
Logging Into VoteBuilder
VoteBuilder Home Page / Main Menu

Finding Voters
Quick Look Up
Voter Details

Lists
Creating a List
Saving a List
Converting a List to Print Format
Printing Your List
Creating a Super Voter List
Limiting a List to a Specific Street
Loading a List from a Folder

Turfs
Cutting Turfs
Loading Turfs

MiniVan
Sending a List to MiniVAN
Generating a List Number

Data Entry
Enter Canvass Results from Printed List Using Grid View
Use Quick Mark to Record Codes and Results

VoteBuilder Advanced

Data Entry - Advanced
Enter VBM Requests
Enter Petitions
Add a User to the Voter Registration Tab
Enter Voter Registration Forms
Add a New Location
Add a Contacted By

Lists - Advanced
Create Lists Limited by Streets(s)
Create Lists Based on Activist Codes
Create Lists Limited to Voters with Notes
Create Lists that Include Multiple Precincts
Create a List for a Specific Race
Create a "Negative" List
Create Lists Limited by Canvass Status
Create Lists of Dems Not Enrolled in VBM
Use FDP Targets to Create Lists
Use Scores to Select Left-Leaning NPA's
Create a Multi-Step Lists
Create Lists Using Householding
Tips for Organizing Lists (Folders & Standardized Naming & Include Dates)
Sharing Folders
Limiting Lists by Voter Status

MiniVAN Campaign
Select the Correct MiniVAN Campaign
Create a MiniVAN Campaign (limited access)
Edit a MiniVAN Campaign

MiniVan Tasks in VoteBuilder
Generate List Numbers for MiniVAN Canvassers to Use
Send Lists to Multiple MiniVAN Canvassers Simultaneously (Must have VB accounts)
MiniVAN Commit
Viewing the Homes Canvassed
Viewing Previously Committed Canvasses

Monitor the System
View Log In History
Generate Most Frequent User Report

My Campaign Functions
View Event Calendar
View Event List
View Event Participant List

Phone Banks
View Virtual Phone Bank List
Make Calls from a Private Phone Bank
Create a Private Phone Bank (available only to those with VoteBuilder accounts)
Create a Public Phone Bank (available to anyone with an ActionID)
Make Calls from a Public Phone Bank
Edit a Phone Bank
Close a Phone Bank
Manage Active Phone Bank (Rounds)
View Report on a Phone Bank

Reports
View Canvass Results
Activist Code Report
Contact History Report
View List Counts and Crosstabs

Report Formats
Select the Correct Report Format

Scripts
Select the Correct Script
Create a Survey Question (limited access)
Select the Correct Activist Codes for your Scripts
Add an Activist Code to a Voter Record
Create an Activist Code
Create a Script (limited access)
Edit a Script (limited access)

Users
Add a New User to VoteBuilder
How to Deactivate a User
Change VoteBuilder User Access Levels
Adding Canvassers to MiniVAN who have VoteBuilder Access
Adding Canvassers to MiniVAN without VoteBuilder Access

MiniVan - Advanced - Users

Create an Event
Creating a Virtual Event (Fixed Schedule)
Creating a Virtual Event (Flexible Timing)
Convert In-person Event to Virtual
Close a Shift
View Registrations for an Event
Finding Volunteers
Add Walk-Ins
Email Attendees

Phone Banking During the CoronaVirus Outbreak
Get Started with Virtual Phone Banking
Virtual VBM Enrollment Phone Banks
Virtual Phone Banking Training SlideShow
OpenVPB Overview Script

VoteBuilder
Getting Started Q&A
MiniVAN - Advanced - Users Q&A

Mobilize
Create an Event Q&A
Create A Virtual Event
Share the Link for An Event
Locate your Event on the Dashboard.
Edit Your Event in Mobilize
View Attendees for your Event
Email Attendees for Event

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