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Create and assign a DayTrip

Before getting started, make sure you have your audience and survey created for your DayTrip.

1. Name your DayTrip and select your audience, survey and any instructions you wish to share with your volunteers.  You can select either a targeted or blanket survey.

Targeted: takes the amount of people in your audience and partitions those individuals across a numbers of canvassers.

Blanket: surveys any and all individuals within the geographic region the audience defines and assigns each canvasser to a specific geographic area.

 

2.  Once you click Create, you will see your segment appear on a map. Zoom in to specific regions by clicking the "+" button in the top left corner of the screen.  

 

3. To create a route, click "Draw A Route" on the right column. You can either select a one-way or round-trip route. Drag your cursor around the desired area.  Once complete, a message will appear at the bottom prompting you to name and assign that route. Click "Save" and zoom out to continue assigning routes to all desired volunteers. 

4. Once complete assigning routes, click "Save and Send Assignments." Your volunteer will receive their route assignment within seconds. The route assignment will be emailed to the Volunteer and  a notification will appear in the top right corner of their screen notifying them as well.