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What is relational organizing?
What is relational organizing?
Miles Ray avatar
Written by Miles Ray
Updated this week

Numinar's Relational Organizing feature means voters get your message from people they know. This feature matches the personal phone contacts or geolocation of a volunteer with voters in a target universe and prompts pre-scripted text messages or canvass surveys.

Relational Organizing gives volunteers two options:

  • Help Your Friends Vote

  • Help Your Neighbors Vote


Help Your Friends Vote

This feature allows you to match your volunteers contacts to a list from your organization’s voter file. Then they can send pre-filled texts to your matched contacts from their own number.

Step 1/7: Create a Voter List

Check out this article on how to create a list!

Click on Voter Lists…

Step 2/7: Create a Text or Conditional Text

Draft the text message or text messages you want to send to contacts.

Conditional Texts allow you to send different messages based on the way a voter is tagged. Watch this demonstration video on Conditional Texts for more details.

Step 3/7: Go to Settings and Click the Relational Organizing Tab

Click on Relational Organizing

Step 4/7: Fill out the Public Information

Check the box next to Public and then click save changes to make your organization public.

Step 5/7: Set the lists and messages you want

Don't forget to click "Save Changes"!

Step 6/7: Open the Mobile app

Select Help Your Friends Vote

Step 7/7: Match your contacts

You'll be able to send the text messages to who you want.


Help Your Neighbors Vote

This feature allows volunteers to canvass voters from a target list within 1 mile of their current location.

Step 1/7: Create a Voter List

Check out this article on how to create a list!

Click on Voter Lists…

Step 2/7: Create a Survey

Draft the text message you want to send to your contacts. Check out this article on how to create a text message.

Step 3/7: Go to Settings and Click the Relational Organizing Tab

Click on Relational Organizing

Step 4/7: Fill out the Public Information

Check the box next to Public and then click save changes to make your organization public.

Step 5/7: Set the lists and messages you want

Don't forget to click "Save Changes"!

Step 6/7: Open the Mobile app

Select Help Your Neighbors Vote. The app will fetch the first 100 voters who are in the Canvassing List and within 1 mile of your location. If there are no voters nearby, you'll see a message that will let you know.

Step 7/7: Canvass Voters

Canvass the voters who are near you!

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