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What is relational organizing?
What is relational organizing?
Autumn Dorsey avatar
Written by Autumn Dorsey
Updated over 3 months ago

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!

Check out this video to see Relational Organizing in action!

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