User Guide

Our support team has created training videos and documentation to facilitate the transition to Liberalist and be used as a reference when troubleshooting.

You can download a full PDF of the User Guide by clicking here. Please note that some of the guide sections may have been updated in the sections below since the PDF was compiled in January 2012.

Our online guide is updated regularly as the system evolves. Please click on the guide titles below to open each user guide section.

Getting Started

  1. How to Request an Account
  2. Logging into Liberalist
  3. Setting up your Profile Page
  4. How to reset your Liberalist password
  5. My Voters and Shared Contacts

Finding individuals and the profile page

  1. Quick Look Up — Finding a Shared Contact
  2. Customising the Quick Lookup Search
  3. An individuals record — the Introduction
  4. Individual records — What are all these sections for?
  5. Comparing Profiles
  6. How to merge duplicate Shared Contact records

Creating Lists

  1. Creating a list in Liberalist
  2. Creating a list for membership renewal in Liberalist
  3. Creating a list of active members
  4. Creating a list of expired members
  5. Creating a list from previous political identifications
  6. Creating a list from previous transport identifications
  7. Creating a list of sign requests
  8. Creating a list of potential volunteers
  9. Creating a list of a poll in Liberalist
  10. Creating a list based on voting history
  11. Creating a list of supporters
  12. Where to find your Donors in Liberalist

Editing, Saving and Exporting Lists

  1. Refining lists with My List
  2. Saving a fixed list or a dynamic search
  3. Exporting a list to excel
  4. Exporting a list of emails
  5. Splitting your report to section large canvassing reports for multiple canvassers

Door Canvassing

  1. How to Print a Canvass Sheet
  2. Your Canvass Sheet — an Overview
  3. Using Turfcutter
  4. Splitting your report to section large canvassing reports for multiple canvassers
  5. Canvassing on your iPhone

Phone Canvassing

  1. Using the Virtual Phone Bank
  2. Creating a Virtual Phone Bank list
  3. Administering the Virtual Phone Bank
  4. How to Print a Canvass Sheet
  5. Your Canvass Sheet — an Overview

Customizing your Canvass

  1. Creating custom survey questions
  2. Creating a script
  3. Creating a report format
  4. Adapting an existing Report Format
  5. Customizing the My PDF Files page

Data Entry

  1. Returning canvassing data to Liberalist
  2. Using bar codes for mass data entry
  3. Grid View in Liberalist
  4. Marking a Profile in Quick Mark
  5. Data Entry for Voting Information

Events and Volunteer Management

  1. Planning out events using My Calendar
  2. Linking Volunteers and Attendees to Events
  3. Marking a Profile in Quick Mark

Blast Emails

  1. Sending an Email Blast
  2. Setting up your Email Blast Plan
  3. Setting up your Blast Preferences
  4. Your Email Templates
  5. Setting up a Form Email
  6. Adding images to Form Emails

RoboCalls

  1. What is a Robocall?
  2. Setting up your RoboCall Payment Plan
  3. Recording RoboCall Messages
  4. Scheduling a RoboCall
  5. Creating a Robosurvey

Membership

  1. Creating a list for membership renewal in Liberalist
  2. Creating a list of active members
  3. Creating a list of members who expired more than one year ago

Eday

  1. Printing a list to get out the Liberal vote
  2. Analyzing your get out the vote efforts with Counts and crosstabs
  3. Data Entry for Voting Information
  4. Form View – Managing your E-day Volunteers

And more

  1. Adding Form Letters to Liberalist
  2. Printing Letters from Liberalist

If you can’t find what you are looking for or are encountering a problem, you can contact us.