This article gives an overview of how to optimize walklists of 50 houses or less. Once a list of 50 or less houses has been cut and saved, it will move to the Optimize Walklists page (under Canvassing).
From there, you can individually optimize the walklists (determining starting/ending point and roundtrip/one-way routing) by selecting the "Optimize" button for each walklist or select multiple/all walklists to auto-optimize them.
Make sure you have pop-ups allowed prior to attempting to optimize walklists.
Auto-optimizing groups of walklists is incredible efficient, IF you are satisfied with two pre-conditions: First, all auto-optimized lists will be routed as round trip routes. Second, the starting position will be selected at random. It's worth noting that if you are ok with the first pre-condition, the second does not significantly impact efficiency.
To auto-optimize walklists, select multiple walklists via the check box on the left hand side of the screen or by selecting all unrouted lists from the checkbox in the header at the upper left hand. Then You can auto-optimize or delete lists in bulk.
When you select the "Auto-Optimize Selected Walklist" button, individual popups for each list will generate and they will execute the optimization. It's recommend to leave your computer alone while this processes.
If you are trying to optimize lists individually, select the purple "Optimize" for the particular walklist.
Once selected, the walklist will populate on a screen like that shown below.
Selecting one of the numbered house flags will allow you to set it as your starting point, ending point or delete the house from the list.
The One-Way/Round-Trip toggle at the top-left will default to Round Trip but can be set to One-Way by clicking it.
If you select One-Way, make sure you select the starting AND ending points intentionally. Otherwise, the computer generated first and last numbers will be used to route the list. If correct starting and ending points aren't selected, the route will not be correct.
If your intention is to route a round trip walklist, you need only designate the starting point. This will also serve as the ending point by default.
Once the type of routing has been set and the relevant starting/ending locations have been designated, click the "Start Routing" button.
These functions will run in the background for auto-optimized lists but are executed manually during individual list optimization.
Once route calculation has begin, a status bar will appear and show progress towards completion.
Upon completion of route calculation, the map will appear with the houses in route order and with a blue line showing the way between houses. Individual homes can be manually reordered via the list on the right hand side of the screen or deleted from the list.
Scrolling further down the page, you can see the turn by turn directions displayed and the length of the trip in miles.
In some rare cases, routes may show errors like following an alley behind a home or a sub-street that shouldn't be walked. Such cases should be trouble shot with the "re-plot with this alternative" link. This will use an alternate method that has proven helpful in these rare cases.
Once you are satisfied with the route, click "Save Walklist." Once saved, the walklist will show up under the "Manage Walklist" page and is ready for assignment.
Please note that any routed walklist can be easily re-routed from the Manage Walklist page by clicking the manage drop-down for the relevant list and clicking "Re-Route."