1. Your survey is now built, but before saving you must add tags to your survey.
You should work with your campaign team to determine your tagging structure before creating survey tags.
CampaignSidekick operates in a dynamic tagging structure with a tag consisting of two parts separated by a "-":
A. Tag Key: the first portion of the tag, the Key is used to show the question (example Support)
B. Tag Value: the second portion of the tag, the Value is to show the answer to the question (Example Yes,No,Undecided.)
Example Tag: Support-Yes, Support-No, Support-Undecided
If a tag is uploaded with only a Tag Key (Example: Conservative) (information not split by the "-") the computer will add "-1" as the Tag Value to maintain the Dynamic tag structure, resulting in "Conservative-1" being the tag in the system, not Conservative.
The only character that can be utilized in a Tag is the "_" to function as a space.
We recommend using at least the year of the election, if not the year being canvassed in, and if possible the year and the election cycle as the first part of the Tag Key, and the second part of the Tag Key being the question being asked.
Tag Key Examples:
Tag Value Examples:
Example Combined Tags:
When you add a tag with the same Key but a different Value to a voter, the most recently added Value will be the tag displayed to the map when filtering to the map.
Example: When you canvass voter John Smith the first time, he responds as Undecided on who he is supporting, so he is tagged with "2020_Shafer_Support-Undecided".
When you re-canvass "2020_Shafer_Support-Undecided" voters, John Smith has become a Shafer Supporter, and is tagged with the "2020_Shafer_Support-Yes" tag.
While John Smith has both the "2020_Shafer_Support-Undecided" tag and the "2020_Shafer_Support-Yes" tag associated with his voter record, when filtering to the map, John Smith will display when you include the "2020_Shafer_Support-Yes" tag, but not when you filter by the "2020_Shafer_Support-Undecided" tag.
Clients have run into problems in the past when the campaign did not associate the year with a tag.
Example: you canvass a door in 2014 and they give you permission to put out a yardsign. Your campaign uses the Survey Answer Yardsign, and a tag Yardsign-1 is generated.
You win your election, and in 2016 you campaign again, adding the same tag "Yardsign-1" to voters you canvass in 2016.
When you go to put out your signs in 2016, you make a list of all households with the "Yardsign-1" tag, and place the signs.
The voters that you canvassed in 2014 contact the campaign very angry that someone put out a yardsign without asking permission.
Utilizing the tagging structure of 14_Yardsign-Yes (or 14_Yardsign-Delivered (if the canvasser delivered the yardsign) and 16_Yardsign-Yes when marking a voter as wanting a yardsign, then using a Yardsign Survey to change the tag from 14_Yardsign-Yes to 14_Yardsign-Delivered will be the most effective way to track yardsigns and ensure the signs are marked as requested or delivered.
Each Survey response must have it's own tag before the survey can be saved.
Tags can be edited at a later stage either by editing the tag in the survey, or accessing and editing the tag under Data/Tags (link article in Knowledgebase).