1. Select Form View
2. Select “Enter Data using Form View”
- Note – You have the option of printing paper versions of forms for office use
3. “Which list do you want to use?
“Which list do you want to use?”
- “Use My List” – Using create a list you can create a list of potential & active volunteers to update contact information and mark E-Day Availability.
- “Let me enter a List Number” – If you have been using printed lists from Liberalist to manage volunteers you can enter the list number at the bottom of the printed page.
- “Use Quick Look Up” – allows you to look up individual persons to enter data using a data entry form.
4.
- “Form“: ie. “~Volunteer Management Form”
- “Canvasser“: Choose the person entering the data
- “Date Canvassed“: Day data entry is being done
- “Contacted How“: eg. “Calls”
- “Sort order“: by name, by polling division, etc….
5. You now have the ability to update contact information & organize your volunteers on an easy to use page. By clicking “save” you save your changes. By clicking “Save/Next” you move on to the next volunteer on your list.
Volunteer Sign Up Sheet – A Closer Look In Preparation for E-Day
Collecting emails allows you to use “Eblast” to send notifications to your volunteers. You can direct them to forms you can build on your webpage to collect information on their availability for E-day & E-day training sessions. Collecting emails allows you to quickly contact volunteers throughout election day to gather information & send notifications.
You can quickly tag volunteers with their availability & time commitments.
You can assign volunteers to Home Centers using zones. Be sure to indicate that volunteers are an “Active Volunteer” if they are going to assist you. “Inactive” if they are unavailable.
