Run an aggregate count
Counts show universe size, email readiness, phone readiness, and mail households. They do not expose voter-level records.
Campaign order help
How count packages, invoices, and workspace activation work.
Use this guide when submitting a count package, approving an invoice, or tracking BYO voter-file workspace setup from the public order page.
Order stepsFrom estimate to activation
Choose a package
Priced packages can become invoices after review. Custom services stay quote-required until the scope is confirmed.
Confirm permitted use
Workspace activation requires a qualified campaign use case, source-path review, and confirmation that the customer is authorized to use the uploaded voter file.
Pay or approve the invoice
The public order page shows the invoice link when it is ready. Payment moves the order into fulfillment once Stripe confirms it.
Activate workspace
After payment, the order page can send the buyer an activation email. The voter-file setup page then requires the BYO agent designation before upload.
Package Guide
Pick the package that matches the next operational handoff.
BYO self-serve
Use this when the campaign already has an authorized voter file and wants a workspace for import, filters, turf, walk packets, and exports.
BYO field + export
Use this when the campaign wants import help plus first turf, field, phone-bank, mail, or CSV export setup.
BYO assisted setup
Use this when the campaign wants a setup call, column mapping support, import validation, and first target universes.
Custom services
Use this for anything outside BYO launch scope, including append/enrichment, native messaging, supplied data, managed execution, or anything that needs a manual quote.
Status ReferenceWhat the public order page means
Submitted
The request is queued for review. Package, count, and contact details are captured.
Reviewing
The team is checking scope, permitted use, source path, and any missing context.
Quoted
The scope is ready for approval, but no payment link has been issued yet.
Awaiting payment
The invoice is available on the public order page.
Fulfilling
Payment or approval is complete and workspace setup/import support is in progress.
Fulfilled
The workspace or fulfillment artifact is ready and the public order page includes the access link.
Blocked
The order needs more information or cannot proceed until the review issue is resolved.
BYO Setup ChecklistBefore voter-file tools unlock
ReadyThe submitted use case is a qualified campaign voter-data use.
ReadyThe customer has an authorized voter file and agent/designation details are recorded.
ReadyRefresh cadence, column-mapping needs, and export handoff details are captured.
ReadyThe invoice is paid or manually approved for production.
ReadyAny fulfillment artifact is uploaded to the order with filename, size, checksum, and timestamp.
Refund + support policyMatches checkout and terms copy
Before activation/import
If the workspace has not been activated and no voter-file import has started, support can refund and cancel the order.
Service failure
If CA Voter cannot provision the purchased BYO workspace or make the self-serve import path work for a within-cap file, support can refund or move the customer to a scoped assisted path.
After activation/import
Once the customer activates the workspace or starts using imported voter data, refunds are reviewed by support for service failures, duplicate payments, or credible unauthorized charges.
Large files
Files over the self-serve upload cap are assisted/custom work. If the customer's only available file is above the cap, support can refund or quote an assisted-import path.