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What is relational organizing?

How relational organizing works in Numinar and the steps to set it up.

Written by Lindsay Farrow

Relational organizing lets your volunteers reach voters they already know. Volunteers text people from their own phone, through their own messaging app, so voters hear from a friend instead of a campaign.

Numinar matches a volunteer's phone contacts to your target voter list, then gives them a pre-written message to send to each match.


How to set it up

Setting up relational organizing takes four steps:

  1. Build a relational list. Create the voter list you want volunteers matched against. See How to create a list for relational.

  2. Create your relational text (and survey, if you want one). This works the same way as a regular text or survey. See How to create a relational text or survey.

  3. Build a relational texting project. Combine your list, text, and optional survey into a project. See How to create a relational texting project.

  4. Make it available to volunteers. Make the project public or assign it to specific volunteers, and set its status to To Do. It will then show up in the Numinar mobile app.


Tips for better results

  • Build a broad list. The bigger your list, the more of your volunteers' contacts will match. Many campaigns use all registered Republicans in their area.

  • Make the project public. Public projects are available to all your volunteers, which gets you the most matches.

  • Don't add a geofence to your list. It limits your list and cuts down on matches.

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