Field and canvassing help

Run a canvass from turf to closed-out results.

Use this guide to cut walk packets from a turf, assign them, canvass by print stack or mobile, and bring the results back in.

Open walk packetsTurf cuttingPermitted use
The field flowFrom turf to close-out
Step 1

Cut turf, then packets

Start from a turf so each walk packet is geographically tight. Set the canvasser count and the packet stack is cut from that turf.

Step 2

Assign on the dashboard

Use the turf assignment dashboard to hand each packet to a canvasser and watch assignment status move from unassigned to completed.

Step 3

Canvass by print or mobile

Print the packet stack for a paper canvass, or send canvassers the mobile walk list. Either way each voter on the list is a door to knock.

Step 4

Record results

Canvassers log contact results and answers to the survey prompts as they go. The mobile canvass keeps working offline and syncs when back online.

Step 5

Close out

The execution summary rolls up coverage, and packet close-out brings results back into the workspace.

Assignment statusWhere each packet stands
Unassigned

Cut, but not yet handed to a canvasser.

Assigned

Given to a canvasser, not yet started.

In progress

The canvasser is working the packet.

Completed

The packet has been fully walked and closed out.

Two ways to canvass

Pick the channel that fits the team and the turf.

Printable packet stack

A print-ready stack with a packet index and per-packet walk lists for a paper canvass.

Mobile walk list

An on-phone canvass that records contact results and survey answers, keeps working with no signal, and syncs when reconnected.