The HomepageMy Campaign is where you can track your contacts information

Quick Look UpAfter you click on quick look-up you’ll be brought to this page where you can type in

part or all of a person’s name to see if they’re in your My Campaign database.

If no data is found, you can click on Search My Voter File to see if they’re registered to voter in your state

If the person you want appears in the list below, select the button to the left of their name and press Copy Person

When you copy a person you can see the data being pulled over from My Voters and add to it as it goes into your My Campaign database. Save when

you’re done.

If you don’t find the person you are looking for in the voter file you can click Add New Person

This is what the screen will look like. Fill out the form with the information you have and click save.

You can see the new person added appearing in your My Campaign database

How to create a survey questionFrom the homepage select survey questions under the Codes, Questions, and

Scripts tab

Add question and type

Add response options

Click

Now it’s added to your list

Quick MarkFrom the homepage you click on Quick Mark

Then click on add a survey response

Select your survey question, date, who made the contact, and how

Then just like Quick Look Up you can search for a person

Apply the survey response to the question to a person and save, then search for the next person

Create a ListFrom the homepage click Create a New List and then build your list based on what

you’re looking forAll the boxes with the + sign can be expanded so you can search based on those items

as well

geography

survey question

Your list is generated – to use it again you’ll want to save

Here you have the option of saving as a “saved list” which are groups of specific people generated from a search; when you load a “saved list”, you will always get the same people in the original list. A “saved search” will maintain the criteria from the original search, not the specific people. So when you run a “saved search” you will

find the people who fit those criteria at the moment you run the search, irrespective of those who may have fit the criteria when you first created the search.

How to Make a Call ListFrom the homepage, return to a list you made and select print

Select print to PDF and calling/phone list

Generates a PDF and then you can download to print or email the list to start making calls

Another option is to load the list into a Virtual Phone Bank where multiple people can log into VAN and into the phone bank and presented with a display that looks like this.

Here you can have a script and record peoples responses.