Adding Data to a Voter

In this section we will go over how to add data to a voter. You may have an additional phone number or email address to update in their profile. You could also want to tag a voter so you can easily contact them later when building universes/lists.

1. Navigate to Voter Lookup. Search for your contact. If you do not know how to do this, read our section on Looking Up a Voter. 
2. Under Details, you may select + Add a Field and add a phone/mobile number or an email address. 
   
                  
   
   1. If you know one of their phone numbers is no longer up to date, click on Mark Bad beside the number/address you would like to stop using. 
3. Under Tags, you can select from the drop down list which tags you would like to mark your contact as. To create tags, check out our section on Creating Tags. If you would like to remove a tag, simply hit Remove Tag beside the appropriate tag. 
   
   
4. Under Contact History, you can view all previous contact/canvass results with your voter. Let’s also go over how you can add new canvassing data. 
   1. Select the date you canvassed this voter. 
   2. Select the appropriate answers to Canvasser, Contacted via, Question (these are your campaign’s created survey questions), and their Answer. Then select Add Result. 
5. You can also add notes to a voter for future canvassers to see by going to the Notes section.