This video and tutorial provide an in-depth overview into how walklist creation works in Campaign Sidekick. You may also be interested in some of the shorter videos we've created regarding more specific topics within walklist creation:
Targeting Voters on the Map:
- Upon clicking the grey "Canvassing" tab near the top of the screen, a set of geographic filter options and opportunity to select a preset filter will load. In order to load the map, you must select either a legislative district (Congressional, State Senate or State House) or both a County and City. Precinct may also be selected but it is not required. Once the proper geographic bounds are selected, click Submit.
- Once loaded, the map will display all households within the geographic bounds that are housed in the database. If a Preset Filter was selected, displayed households will match those selected criteria.
- All red dots represent households that are NOT currently in an active walklist. Households that are displayed as a color OTHER than red are in active walklists.
- In the top-left corner of the map, counts will be displayed of the number of households and voters displayed on the map. These numbers will update with changes in the filter settings.
- To edit the search filters, select the slide-out arrow on the right side of the map.
- From this collapsable pane, you can select a host of filter options that will allow you to carefully micro-target your target universe.
- When filters are set, but prior to cutting walklists, make sure you click the purple "Update Plotting" button to apply filters to the map display.
- Once desired filters have been set and plotting has been updated, scroll to "Step 3 - Select Export Option."
- If your goal is to create a walklist, select "Polygon shape."
- Clicking anywhere on the map at this point will begin to drop the bounds of a walklist. If you need to zoom or pan the map, toggle on the "Panning" option. This will allow you to interact with the map without dropping pins. When the view is acceptable, toggle off "Panning" and start dropping pins.
- Once dropped, pins can be repositioned. The Voter/Household numbers displayed on the top-left of the map will indicate how many households and voters are selected in the walklist being created.
- When you are satisfied with a walklist, click the checkmark (under "Step 3") and you will be able to immediately begin drawing your next polygon.
- You can reset the polygon and start over by clicking the checkmark (under "Step 3") and then clicking the X which replaces it. To clear all walklist polygons that have been created, click "Clear" right beneath the list of walklist polygons.
- Walklists of 50 households or less will be subject to route-optimization while lists of more than 50 houses will not require this intermediate step. 500 households is the recommended maximum for a single walklist and we recommend creating no more than 10 walklist polygons at a time.
- Once you have completed cutting walklists (or reached 10 completed walklists), you are ready to save them. Start this process by clicking "Save" under "Step 4 - Save."
- The options in the popup will allow you to name the lists you've created. You can individually name them, by giving each Polygon a specific name, or type a Prefix in the top text field and let the system name them sequentially (Prefix-# is the format).
- Remember to make your walklist names descriptive and consider what information you may want to transmit. Walklist creator initials, county/city/precinct, target universe, or a combination, might be helpful for your field team.
- Once naming is complete, select "Save." This will close the popup and initiate a secondary popup with the option of "Export and draw more walklists" or "Export and optimize walklist."
- If you want to draw more walklists or return to the map view for another reason, select the 'draw more' option. Only select the 'optimize' option if you with to reset the map filters and leave that page.
- When you select the "draw more" option, the map will refresh and show homes in active walklists as colors other than red. This allows you to easily identify households yet to be cut into lists. Clicking the "draw more" option also preserves the filters you previous selected on the map. This allows you to set filters once and rapidly cut large numbers of walklists without ever worrying about your filters being accidentally altered.