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How to create a canvassing project
How to create a canvassing project
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Written by Yadhira Gonzales
Updated over 2 months ago

​Once you create a canvassing list and a canvassing survey, next step is bringing it together to create a project. Reminder, the workflow in Numinar is Project = List + Message (Survey), so you must have a list and a survey created before you can make project.

💡Canvassing projects are created on the desktop and accessed on Numinar's mobile app. Check out the mobile collection for more information.


Step 1/12: Click on Projects

Step 2/12: Click on New Project

Step 3/12: Name your project

Step 3/11: Name your project

Step 4/12: Select the outreach type: canvassing

Step 4/11: Select the outreach type: canvassing

Step 5/12: Select your survey

Step 5/11: Select your survey

Step 6/12: Select your follow-up text (Optional)

You can now send follow-up texts after canvassing a voter! Check out this video tutorial on how to do this after canvassing in the mobile app!

💡 Follow-Up Texts follow the same pricing model as normal texts. You can learn more about our pricing here.

Step 7/12: Select your voter list

Step 8/12: Select which geofence you want to use for the project

Reminder, you can create as many geofences in a list as you want and each geofence will be its own project.

Step 7/11: Select which geofence you want to use for the project

Step 9/12: Select your assignees for the project

You can edit this afterwards as well.

Step 8/11: Select your assignees for the project

Step 10/12: Select the project status

We recommend selecting "draft" if you want to review the project, "to do" indicates the project is ready for assignees to start, "in progress" indicates the project has started, and "complete" status will automatically occur once the project is complete! Note, a draft status will have the project in the mobile app under "all projects" rather than "active."

💡If you want volunteers to see a project, change the status to "to do" or "in progress."

Step 9/11: Select the project status

Step 11/12: Click on Create Project

Step 10/11: Click on Create Project

Step 12/12: Access the project on the Numinar mobile app!

Step 11/11: Access the project on the Numinar mobile app!


💬Frequently Asked Questions

When I open the mobile app I get a view of Washington, DC, why is that?

This indicates your voter list doesn't have voters. Go back to the list you used for the project and ensure voters were captured in your geofences and saved in the list.

Why doesn't my volunteer see their canvassing project in the mobile app?

Double check they were assigned the project and have successfully logged in to the mobile app. Also check the project status isn't "draft," volunteers won't see those.

How do I download the Numinar mobile app?

Download the Numinar app by clicking this link for Apple Store and this link for Google Play Store.

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