Every relational project starts with a voter list. When a volunteer matches their phone contacts, Numinar looks for those contacts on this list, so the list decides who your volunteers can reach.
đĄ Go broad. A bigger list means more of your volunteers' friends and family will match. Many campaigns use every registered voter in their area, or every registered voter in their party.
Step 1: Go to Lists and click New List
In the left menu, click Lists (1), then click New List in the top right (2).
Step 2: Name your list
Give the list a name you'll recognize later, like "Relational - All Registered Voters", (1), and click Create List (2).
Step 3: Click Add Filter
Your new list opens empty. Click Add Filter to choose who belongs on it.
Step 4: Pick a filter
Choose a category on the left (1), then click the filter you want (2). For a broad relational list, a geography filter like County is a good place to start.
Step 5: Select the values to include
Click each value you want to include. Selected values turn green. Add more filters the same way if you need them, but keep in mind that every filter makes the list smaller.
Step 6: Check your counts and click Save
Click Refresh Counts (1) to see how many voters and households are on the list, then click Save (2).
Your list is ready. Next, create the messages your volunteers will send.
đŹ Frequently Asked Questions
Should I add a geofence to my relational list?
Should I add a geofence to my relational list?
No. A geofence limits the list to a small area, which cuts down on matches and defeats the purpose of relational organizing.
Can I use a list I already have?
Can I use a list I already have?
Yes. Any saved voter list can be used in a relational project. Just make sure it's broad enough to catch your volunteers' contacts.
What do the reliability filter values mean?
What do the reliability filter values mean?
Check out this article to learn more about reliability scores.