Your Connect Toolkit

Connect Training: Section 2

This section is designed to help you learn about what you can do with your level of access in Connect. Start at the top and work your way down until you come to tools that are no longer relevant to you.

  1. Basic volunteer accounts can make calls, canvass, and do data entry
  2. Activist users can organise canvassing, leaflet delivery, and print letters and labels. They can also update volunteer records
  3. Senior Activists can create their own survey questions, forms and scripts and customise Connect in other ways
  4. Campaign Coordinators can create very basic user accounts for new volunteers and upload data, like postal voter lists from the council

Phone Calling, Canvassing, and Data Entry Volunteer

The main focus during any campaign is to speak to as many voters as possible.

Volunteers are key for helping us to contact these voters by making phone calls, going canvassing, and delivering leaflets. Basic volunteer accounts can also do data entry for those times when data has been collected on paper canvass cards, surveys or petitions.

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Using MiniVAN

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Making Calls using the VPB

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Doing Data Entry

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Activist Users

Managing Canvassing, Delivery and Volunteers

In addition to everything a basic volunteer can do, Activist users can create lists for canvassing and send the results to the MiniVAN app, or create a phone bank, or print a list of voters. They can also create walks for delivery in Walk Manager and help manage the volunteers in their area.

Organising your Delivery

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Walk Manager

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Making Lists

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Basics of Creating a List

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My List Screen

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Saving Lists & Organising Your Folders

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Sharing Lists

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Overview of Canvass Analysis & Target Pools

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Organising Your Canvassing

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Sending Your List to a Canvasser on MiniVAN

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Printing Canvass Cards

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Distributed Canvassing

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Using Turf Cutter

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Committing MiniVAN Data

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Gathering Consent to Collect Personal Data

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Managing a Phone Bank

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Setting Up a Virtual Phone Bank

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Sending Your Phone Bank to Another Round

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My Campaign

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Adding New Records

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Merging Duplicate Records

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Linking Records to My Voters

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Managing Volunteers

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Basics of Volunteer Management in Connect

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The Volunteer Event Tool

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Scheduling Volunteers

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Printing Letters & Labels

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Printing Letters

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Senior Activists

These guides will demonstrate how to best contact voters, members, and volunteers in your constituency in the most meaningful way possible.

Senior Activists have all the same abilities as Activist users with the additional abilities of managing walking canvasses and phone banks on the My Voters side of the database. Having good conversations with voters is imperative to get our message out and build relationships with our voters. 

Reports and Stats

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Analysing a List Using Counts & Crosstabs

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View Contact Results & Question Results

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Customising Connect

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Template Letters

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Label Formats

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Creating Questions

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Creating a New Script

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Creating & Editing Forms

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Creating a Report Format

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Campaign Coordinator

Campaign Coordinator have all the abilities that Senior Activists have, with the additional ability to create user accounts and bulk upload postal voter data.

Adding User Accounts

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Creating a User Account

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Bulk Uploads

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Copying New Volunteers to My Campaign

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Bulk Uploads

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