Organizer

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

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: 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.

M

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.

M

Written by Marisela Montenegro
Updated over a week ago

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: 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.

M

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.

M

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

M

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.

M

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.

M

Written by Marisela Montenegro
Updated over a week ago

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: 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: 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: Political Data Inc. Compatibility

In this article, we will outline how Organizer communicates with PDI.

M

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.

M

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

M

Written by Marisela Montenegro
Updated over a week ago

Organizer: NationBuilder Compatibility

In this article, we will outline how Organizer communicates with NationBuilder.

M

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.

M

Written by Marisela Montenegro
Updated over a week ago