QUICK STARTUP GUIDE: Canvassing Interface
Logging in, Creating Accounts & Resetting Passwords:
You can log in, create new accounts, and reset passwords for frontend users from the initial frontend home page. All of these functions apply to the frontend only and do not give users access to the backend of the software.
After a user logs into the system they will be prompted to enter a Conversation Code. This code will determine whether they use the phone bank interface or the field canvassing interface. Both are similar but have some key differences.
Canvassing a List:
Once a user is logged in on the front end they will be prompted to enter a Conversation Code. After that they will be free to work through their canvassing list.
After a user enters an assigned Conversation Code, the next thing they will be prompted to do is enter a local address or pinpoint their location. Once an address or location is entered users will click the FIND AVAILABLE DOORS button to advance to the next step.
Users will then be greeted with a popup indicating their contact goal for the session and be asked to select the turf they would like to canvas on a map.
The user’s location will be indicated with a yellow pin icon. Eligible turf will be shown in blue. Previously claimed turf will be shown in grey. Currently active turf will be shown in gold. A legend indicating what the colors mean is also located in the lower right corner of the map. A user will select blue turf and see a popup with further information about that turf. Once they click the hyperlinked text in the turf to select it they will be taken to the next step in the canvassing flow.
Next, a user will see a detailed breakdown of their turf and be asked to select a starting location. The house icons indicate a single unit dwelling, the building icons indicate a multi unit dwelling. Users will select their starting location and begin canvassing.
Users will then land on a profile for the address they have selected. This screen includes a general prompt that will be filled out with your organization’s name, encouraging the canvasser to identify themselves and who they are canvassing with.
The canvasser will be presented with a list of individuals linked to that address and, if available, will also be shown helpful identifying information such as their gender identity and age. If the person the canvasser is speaking with is on this list, the canvasser simply needs to select that person’s name and will be taken to a screen with more information about that individual and the full canvassing script.
If the canvasser determines that they are talking to a person who is not on this list they should select MEET SOMEONE NOT ON THE LIST and will be taken to a screen where they can search for that individual and/or create a new profile for that individual.
If there is no one home at the address or the person being canvassed is hostile those conditions can be selected by the canvasser under the COULDN’T CONNECT WITH ANYONE dropdown menu. If that is the case, they will select the relevant option and then click NEXT DOOR to be taken to the next address on their turf.
The canvasser can always click the prompt in the upper left corner of the screen to return to a view of the street they are on.
Once the correct individual is created or selected the canvasser will be taken to their profile in the system and able to work through the script questions.
In this view, users will see their contact goal in the upper right corner but won’t be automatically stopped when they reach their goal. Users will also be able to see additional information about the person they are contacting by clicking through the TALK, ABOUT, HISTORY, and REGISTER tabs at the top of the screen.
- TALK: is where users can take notes on their conversation as they work through the script. At this bottom of this tab is where users can SAVE and advance to the next person.
- ABOUT: has basic information about the individual that users are connecting with.
- HISTORY: has the contact history of this person.
- REGISTER: initiates the voter registration process in OpenField.
While there are many question types in OpenField, it is important to note that the open-ended notes field will take any type of input from full sentences to general reference notes. When the canvasser is done with the conversation and ready to move onto the next conversation they should click the SAVE + NEXT DOOR button at the bottom of the screen.
On the left side of the screen there is an OF icon. This icon and menu are available to canvassers at any stage of the flow.
If a user clicks this icon they will be shown a sidebar menu where, at any time, canvassers can SEARCH for an individual, return to the MAP, view a STREET LIST of their turf, ENTER A NEW CONVERSATION CODE, SELECT MORE TURF, CHANGE LOCATION, view a LEADERBOARD to see how they compare to other canvassers, and FINISH KNOCKING.
When canvassers are done they will be taken to the leaderboard where they can see their standing compared to fellow canvassers and be asked a debrief question.