contact creator getting started - labour party...contact creator - getting started if you have never...
TRANSCRIPT
Contact Creator - Getting Started
If you have never used Contact Creator before, or need a refresh, this session is for you.
We cover everything from what is Contact Creator and how to log on to inputting data and searching for voters.
We recommend attendees also sign up to one of the ‘Campaigning with Contact Creator’ sessions too.
Beginner level (90 mins)
Contact Creator - Getting Started
• What is Contact Creator?
• User accounts & data protection
• Entering data from a recent Voter ID session
• Searching for an elector & updating details
What is Contact Creator?
What is Contact Creator?
Contact Creator is the Labour Party’s online voter database
How can Contact Creator help us organise our campaigns?
Contact Creator reports
Your local Labour Party can use Contact Creator to create a variety of campaign reports.
Any questions?
Getting started with Contact Creator
Contact Creator is free
If your local Party has not used Contact Creator before or does not have a Contact Creator Administrator, the CLP Secretary should contact the Contact Creator Team for details about how to get started.
Contact Creator Accounts
Contact Creator Accounts
There are three types of user accounts for Contact Creator:
• Data Entry User
• Standard User
• Local Administrator
Contact Creator Accounts
Data Entry User Enter data from Voter ID sessions, search for individual electors, update contact information and input new responses to questions
Standard User All of the functions of a Data Entry User account plus permissions to download Voter ID sheets & other report formats, create petition & survey questions, view stats & analysis, build custom selections, edit road groups & polling stations
Local Administrator All of the functions of a Data Entry and Standard User with permissions to setup & manage Standard User accounts.(Strictly 1 administrator per constituency)
Contact Creator Accounts
If you need access to Contact Creator in your Constituency or Ward you need to request permission for a user account from your local Contact Creator Administrator.
If you are unsure who your Local Administrator is, please contact your CLP secretary. Please note Labour Party staff are unable to setup new Contact Creator accounts
Contact Creator Accounts
Contact Creator Accounts
New users will be provided with a unique username, password and pin to access Contact Creator.
Contact Creator Accounts
You must not share this login information with anyone and you will be prompted to change your password on a regular basis.
Contact Creator Accounts
If you do not already have a Contact Creator account, we will provide everyone with a training account for this session.
Data Protection & Terms of Use
Data Protection and Terms of Use
It is required that all users of Contact Creator understand their obligations under the Data Protection Act and the terms of use for Contact Creator.
All users are prompted to read and accept the Data Protection Statement and the terms of use for Contact Creator the first time they log in to Contact Creator. Please read this carefully as it contains important restrictions on your use of the data.
The statement provides full guidance on your obligations. For further guidance or clarification you should contact the Governance & Legal unit on 020 7783 1498 or email [email protected]
Any questions?
Logging on to Contact Creator
Logging on to Contact Creator
The usual website address for Contact Creator is:
https://www.contactcreator.org.uk
Training website
To access the training website for Contact Creator browse to:https://trn.contactcreator.uk.experian.com/touchpointand enter the training account username, password and pin details.
Let’s see how to login andselect a campaign unit…
Any questions?
Changing password, PIN & e-mail address
Let’s see how to update account details…
Any questions?
Voter ID questions & Voter ID sheets
What are theVoter ID questions?
Voter ID questions
1. If there were a general election tomorrow, which political party would you support?
2. Think back to the last general election. Which party did you vote for?
3. Would you prefer a Labour or Conservative Government?
4. There are local elections taking for xxxx on xxxx. Which party will you support in these elections?
What are the party codes?
Any questions?
Entering data from recent Voter ID sessions
Entering data from recent Voter ID sessions
To enter data from a recent Voter ID session, you need to identify the ‘Report ID’ number – this is printed at the bottom of every Voter ID sheet.
Let’s see how to enter data…
Entering data from recent Voter ID sessions
Contact Creator will prompt you to automatically record those electors without either a comma “,” or a Voter ID question response to Question 1 as ‘not in’.
If you select ‘No’ Contact Creator will prompt you to return to the Input Voter ID screen to manually input commas “,” for people who were in and were unable to answer any questions or full stops “.” for people who were not in.
Hints & Tips for entering data• If you need to view the questions, you can hover the pointer over a question number and
the question will appear• You can jump to an elector by inputting their polling number into the ‘find responder’ box• To change the number of voters displayed by choosing from the ‘voters per page’ option • To change your page, select a number in the bottom right hand corner• To load an electors profile, select ‘voter admin’ from the page menu bar• To search for an elector not listed on the VID sheets, select search and follow the on
screen prompts• To input WARP data you’ll need a standard user to recreate the report as a Voter ID report
Any questions?
Enter data task
Enter data from a recent Voter ID session
Searching for an elector
Searching for an elector
From the “Search” page you can search for individual electors on the Contact Creator database and select “Voter Admin” to review an elector’s profile and either update their contact information or input new responses to Voter ID, Survey and Petition questions.
Let’s see how to search for an elector…
Any questions?
Next steps...
Next steps...
Contact Creator – Campaigning
Saturday 21 September - 15:15
Thames Room, Hall 7, Hilton Brighton Metropole
Training & support
All of the training guides, webinars and other essential Campaign Technology resources are available online from the Campaign Technology Support Team page:
labour.org.uk/campaigntechnology
AchieveWhere to go: achieve.labour.org.uk
Our online learning platformWhat is Achieve?
• Our platform for onlinelearning, with purpose-built content
• Uses video, text, quizzes and more
How can it help you:
• Enthuse and train new members
• Power up activists to campaign
• Help roleholders develop skills
Useful contacts and sites to visitTraining Team - [email protected] | labour.org.uk/training | achieve.labour.org.uk
Labour Party Fundraising and Development Team - [email protected]
Legal Hotline - [email protected] |020 77831498
Telephone: 0345 092 22 99
Option 3 | Campaign Technology | [email protected] – Friday 9:30am – 6:00pm
Option 3, Option 2 | The Organise Team | [email protected] Monday – Friday, 10am – 4pm
Option 5 | Labour Membership | [email protected] Monday – Thursday 9am–5pm, Friday 9am–4:30pm
Thank you!
