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Quality Assurance for Canvassing

Written by William Long

Track your canvassers' activity by time and location. Numinar flags door knocks that look unusual, so you can spot problems early.

💡 This is especially helpful for paid canvassing programs.

Canvassing dashboard

Step 1: Open Canvassing

In the left menu, click Canvassing.

Canvassing in the left menu

The Canvassing Activity page shows today's totals by outcome and one row per canvasser. Use the filter button (1) to change the date range or narrow to a user, team, or project. Numbers that don't meet your organization's thresholds are highlighted (2), like a canvasser who was far from the doors they knocked.

Canvassing Activity table with a flagged canvasser

Step 2: Click a canvasser for details

Click any row to open that canvasser's details. The map shows where they went and which doors they knocked. Click the Performance tab to see why they were flagged.

Canvasser details with a map and the Performance tab

From here you can click Edit in Settings to change your organization's thresholds, or Send Push Notification to message the canvasser in the app.

Performance tab with a flagged interactions per hour

Flags on the Reports page

Activity feed

In the left menu, click Reports (1). In the Activity card, click Feed (2).

Reports in the left menu and the Feed tab in the Activity card

Door knocks that look unusual show a warning:

  • The canvasser was far from the voter's address: over 1 mile by default, or the distance your organization sets in Settings.

  • The canvasser's GPS location was turned off.

  • The canvasser was using a device emulator.

Activity feed with flagged door knocks

Leaderboard

In the Leaderboard, the columns next to Canvassing show each person's Canvassing Flagged and Canvassing No GPS counts. Click a column header to sort by it.

Leaderboard with the flagged and GPS off columns

💬 Frequently Asked Questions

Who can see these flags?

Owners, Admins, Parent Admins, Staff, and Field Organizers can see the Reports page and its activity, and the Canvassing page if it's turned on. Volunteers and Supporters can't.

Can I view flags for one person?

Yes. Use the filter on the Reports or Canvassing page to narrow to a user, or click their row on the Canvassing page.

I don't see Canvassing in my menu. Why?

The Canvassing dashboard needs to be turned on for your organization. Reach out to us at campaigns@numinar.com.

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