Contact and Survey a List

Contact and Survey allow your supporters to contact and survey people via text, call, email, or door knock. This flexible action has a number of powerful use cases, from voter registration to chasing leads, and more.

To Contact and Survey a List:

There are three turfing options available for your contact and assignment list.

1. Turf list by Supporter email- Choose and upload your contact and assignment list. This will be the list of people to whom your supporters are reaching out.

To create new assignments, upload a CSV file where each row includes a contact's information, and a supporter email to whom you want to assign the contact, the list of contacts will get assigned to the particular supporter by their email address so that they can canvass the contact and try to reach out to them.

While uploading the list select the type as List, Voter File, or Universe, and make sure while uploading list the supporter email id should be mapped to complete the turfing process

To reuse a list of contacts and supporter assignments from a previous Action, download the Response Report by Person for that Action, and upload the file to your Contact & Survey a List Action to assign supporters to contacts. Read our Reports FAQ for more information on how to use reports. 

Read the Import a List/Voter File and Using Lists/Voter Files FAQs to learn how to add your lists to your OutreachCircle.

2. Turf list by supporter ID- Choose and upload your contact and assignment list. This will be the list of people to whom your supporters would be reaching out.

To create new assignments, upload a CSV file where each row includes a contact's information and the OutreachCircle ID of the supporter assigned to them. OutreachCircle Supporter IDs can be found by going to Reports > Download Supporter Report, Response Report by Person, or Achievement Report by Supporter. Supporter IDs can be found in the Supporter OutreachCircle ID column. 

To reuse a list of contacts and supporter assignments from a previous Action, download the Response Report by Person for that Action, and upload the file to your Contact & Survey a List Action to assign supporters to contacts. Read our Reports FAQ for more information on how to use reports. 

Read the Import a List/Voter File and Using Lists/Voter Files FAQs to learn how to add your lists to your OutreachCircle.

NOTE: While uploading the list Supporter_Id field should be mapped.

3. Turf list by Supporter location: Choose and upload your contact and assignment list. This will be the list of people to whom your supporters are reaching out.

To create new assignments, upload a CSV file where each row includes a contact's information, and the supporter address, latitude, and longitude of the location to whom you want to assign the contact, the list of contacts will get assigned to the particular supporter based on their location so that they can canvass the contact and try to reach out to them.

NOTE: While uploading the list select the type as List, Voter File, or Universe and upload your list make sure while uploading the list the member street address should be mapped with the Address line, lat and lon should be mapped to complete the turfing process.

Note:turfing by location is only available for Enterprise clients, and requires our support team to activate. If you are interested in using turfing by location, please reach out to [e-mail].

Create Action

1. Create a new Contact and Survey a List Action. Set the title, description, and image you want for this action.
2. Select, “Turf by Supporter ID” when you’re prompted to choose a turfing type. Select the list you would like to use, and indicate which column has the Supporter ID in it. This will assign your list to the right supporters.
3. Build your survey:. When your supporters are canvassing contacts, they will fill out this survey according to the contact’s responses. You can either build the survey in our setup wizard, or skip it for now, and set it up later from the Action Landing Page.In your survey, you can create any number of multiple choice, contact information validation, and text response (open-ended) questions.

NOTE: The below steps are only required, when you select Turf list by Supporter location 

1. Assign supporter: When you selected Turf list by Supporter location option, make sure while you upload supporter list in action landing page, address line should be mapped with street address.
2. Choose your contact methods: Choose which methods of contact you want your supporters to use. You can enable contact via email, via text, via phone call, and/or in person. If you select in-person contact, your supporters will be taken to Google Maps or Apple maps, and get directions to the contact’s address within that application. For each contact mode, you will need to create a script for your supporters.
3. Activate your action: You’re ready to go! Choose a time for your action to automatically go live, or leave that section blank and click “Activate Action” to make it live right now.