Help center

Workspace operating guides for campaign teams.

Each guide maps a competitive-parity workflow to the CA Voter workspace screen where that work is tracked, launched, or handed off.

Voter data source + refresh

Confirm permitted use, source path, contact append needs, refresh cadence, and receipt evidence before importing records.

Use aggregate counts to scope voter records, contact readiness, competitor pricing exposure, and fulfillment requests.

Prepare hashed audiences, campaign objective, budget, approval notes, and partner/vendor handoff links.

Move from household CSV to vendor-ready production: creative, proof, mail art, postage, drop date, and delivery evidence.

Choose mobile web canvass, print packets, assignment board, or partner-app sync expectations before launch.

Cut a filtered voter universe into balanced canvassing turfs sized for your volunteers, keeping precincts whole.

Build a campaign data proposal from the plan, share it as a signed client link, and export it to PDF with the marked-up total.

Plan click-to-call, caller queues, imported call results, external dialer exports, and minute/cost controls.

Set client-direct or consultant-margin posture, default markup, pass-through assumptions, and proposal context.

Track donor leads, pledges, compliance tasks, call-time handoff, enrichment needs, and ask-score assumptions.

Use volunteer events, supporter lists, action-hub planning, reminders, check-in, and relational vendor handoff.

Review polling sample, GIS, district overlay, voter-file matching, and custom data-service requests.