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Organizer
Organizer
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52 articles in this collection
Written by
Jake Cutler
and
Marisela Montenegro
Getting Started Guide
Organizer: How to Uninstall/Reinstall
In this article, we will review how to uninstall and reinstall the Organizer application on your mobile device for Android and IOS.
Written by
Jake Cutler
Updated over a week ago
Organizer: Getting Started Guide
In this article, we will guide you through the steps to set up your new Organizer account so that you are ready to launch your Efforts.
Written by
Jake Cutler
Updated over a week ago
Organizer: Create an Effort
Written by
Jake Cutler
Updated over a week ago
Organizer: Logging In
Written by
Jake Cutler
Updated over a week ago
Organizer: Add Users and Assign Roles
Written by
Jake Cutler
Updated over a week ago
Mobile Application
Organizer: Device Requirements
In this article, we will list the minimum requirements to run the Organizer application for mobile devices.
Written by
Jake Cutler
Updated over a week ago
Organizer: How to Update the App
In this article, we will review how to update your Organizer application.
Written by
Jake Cutler
Updated over a week ago
Organizer: Unable to Login
In this article, we will review how to troubleshoot common log in mistakes.
Written by
Jake Cutler
Updated over a week ago
Organizer: Loading New Efforts While Canvassing in the Field
In this article, we will review how to load new Efforts while using the mobile application.
Written by
Jake Cutler
Updated over a week ago
Organizer: Map Related Problems
In this article we will review some solutions to common issues Workers experience with the Google Maps integrated within the app.
Written by
Jake Cutler
Updated over a week ago
Organizer: Mobile Application Menu
In this article, we will review how to use the menu on the Organizer mobile application.
Written by
Jake Cutler
Updated over a week ago
Organizer: Logging into the Mobile Application
In this article, we will review how to log into the Organizer mobile application. Logging into Organizer's mobile application is easy.
Written by
Jake Cutler
Updated over a week ago
Organizer: Troubleshooting the Mobile App
In this article, we will review how to troubleshoot the Organizer mobile application on your mobile device.
Written by
Jake Cutler
Updated over a week ago
Organizer: Mobile Application - Submitting a Disposition
In this article, we'll review how to submit Dispositions in Organizer on your Android device.
Written by
Jake Cutler
Updated over a week ago
Organizer: Using the App
In this article, we will review how to use the Organizer mobile application.
Written by
Jake Cutler
Updated over a week ago
Organizer: Multi Effort Login
In this article, we will review how to switch between Efforts in our mobile app when you are assigned to multiple Efforts.
Written by
Jake Cutler
Updated over a week ago
Organizer: IOS Download
In this article, we will review how to download the free Organizer mobile application onto your IOS Apple device.
Written by
Jake Cutler
Updated over a week ago
Organizer: Android Download
In this article, we will review how to download the free Organizer mobile application onto your Android device.
Written by
Jake Cutler
Updated over a week ago
Organizer: Efforts
Organizer: Assigning Workers to Turf
In this article, we will review how to assign Workers to Turf.
Written by
Jake Cutler
Updated over a week ago
Organizer: Turf Cutting
In this article, we will review how to use turf cutting tools, the auto-cut turf feature and various tools like copy and pasting turf.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: Deleting an Unlaunched Effort
In this article we discus when you can delete efforts and how.
Written by
Jake Cutler
Updated over a week ago
Organizer: Editing Efforts Post Launch
In this article, we will review how to make edits to launched Efforts.
Written by
Jake Cutler
Updated over a week ago
Organizer: Map Symbols in a Live Effort
In this article, we will review our accountability tool to monitor Canvasser submissions.
Written by
Jake Cutler
Updated over a week ago
Organizer: Site Visit - Create an Effort
In this article, we will review how to create canvassing Efforts for Site Visit.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: Workers
Organizer: Adding Workers
In this article, we will review how to add new Workers, create Usernames for logging into the mobile application, and Tags for workers.
Written by
Jake Cutler
Updated over a week ago
Organizer: Archiving Workers
In this article, we will review how to organize and archive Workers from the Workers tab.
Written by
Jake Cutler
Updated over a week ago
Organizer: HotSpot Canvassing
Organizer: How to Create a HotSpot Effort
In this article we will review, how to create a HotSpot effort and how to use it while canvassing at specific locations.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: Viewing Results from HotSpot Efforts
In this article we will review, how to view your real-time data and analytics for HotSpot Efforts.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: Using HotSpot on the Mobile App
In this article we will review, how to use HotSpot on the mobile application
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: How to Create Sites, and Assign Workers to a HotSpot Effort
In this article we will review, how to create and edit your Hotspot Efforts.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: HotSpot Address Lists
In this article, we will review how to import Address Lists to use for Hotspot Efforts.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: Surveys
Organizer: How to Edit a Launched Survey
In this article, we will review how to copy and edit a Survey. Once an Effort has been launched, the associated Survey cannot be edited.
Written by
Jake Cutler
Updated over a week ago
Organizer: Inserting List Information Into a Survey
In this article, we will review how to insert variable information from your data file into your Survey questions.
Written by
Jake Cutler
Updated over a week ago
Organizer: Survey Question Types
In this article, we will review the question types that you will use to create a Survey.
Written by
Jake Cutler
Updated over a week ago
Organizer: Enabling Add New Person to Survey
In this article, we will review how to add new contacts from the field and build your database.
Written by
Jake Cutler
Updated over a week ago
Organizer: Linking Web Forms to a Survey
In this article, you will learn how to insert web links of web forms.
Written by
Jake Cutler
Updated over a week ago
Organizer: How to Create a Survey
In this article, we review the steps to create a Survey. You will learn how to add questions, select dispositions, and person information.
Written by
Jake Cutler
Updated over a week ago
Organizer: Managing Dispositions
Dispositions are an option that Workers can utilize to mark reasons for non-contact during a Canvassing Effort.
Written by
Jake Cutler
Updated over a week ago
Organizer: Copying, Archiving and Managing Surveys
In this article, we will review how to manage your Surveys. On the homepage of the Survey Tab you’ll see a list of active Surveys.
Written by
Jake Cutler
Updated over a week ago
Organizer: Lists
Organizer: Creating an Import
In this article we will review how to successfully Import a raw .csv file into Organizer.
Written by
Jake Cutler
Updated over a week ago
Organizer: How to Filter Lists
In this article, we will review how to create Lists using our Filtering options. We recommend doing this with raw Data outside Organizer.
Written by
Jake Cutler
Updated over a week ago
Organizer: Preparing and Importing Data
In this article, we will review how to prepare and import data for creating Site Visit Efforts.
Written by
Jake Cutler
Updated over a week ago
Organizer: Import Mapping
In this article, we will review how to map your data for importing.
Written by
Jake Cutler
Updated over a week ago
Organizer: Creating a List
Written by
Jake Cutler
Updated over a week ago
Organizer: Archiving Imports and Lists
This Article is about managing Lists and Imports within the Organizer Application.
Written by
Jake Cutler
Updated over a week ago
Organizer: Results Tab
Organizer: Viewing Results
Written by
Jake Cutler
Updated over a week ago
Organizer: Exporting Data
In this article, we will review how to export your data.
Written by
Jake Cutler
Updated over a week ago
Organizer: Data & Information
Organizer: Political Data Inc. Compatibility
In this article, we will outline how Organizer communicates with PDI.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: Excel Tips and Tricks for Prepping Your Data
In this article we will outline useful features in Excel that will help you prep your data for import to Organizer.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: Minimum Import Requirements
In this article we will review, the criteria needed to successfully import a .csv in Organizer
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: NationBuilder Compatibility
In this article, we will outline how Organizer communicates with NationBuilder.
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Written by
Marisela Montenegro
Updated over a week ago
Organizer: Preparing Your File For Import
In this article, we will show which fields are necessary to import and format your data file so you have the best experience with Organizer.
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Written by
Marisela Montenegro
Updated over a week ago