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Menu
  • Wikis
  • VoteBuilder Basic
  • VoteBuilder Advanced
  • Mobilize
  • Mapper
  • Frequently Asked Questions
  • Precinct & Field – Public
  • Login for all Committees, Caucuses, Clubs, Regions, and Other Groups
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
      Mobilize
      • 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
      Mapper
        Q&A
          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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