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User Guide

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Welcome to the User Guide, here you will find all information relevant to the understanding and using of Liberalist; if you have suggestions, tips or comments don’t hesitate to visit our feedback page or click here.

 

Get Started

  1. Introduction to Liberalist
  2. Account Types
  3. Request a Liberalist Account
  4. Log In
  5. Set Up Your Profile
  6. Reset Password
  7. My Voters and Shared Contacts
  8. Creating Level 1 & 2 Accounts

Upload Data

  1. Bar Code Scanners
  2. Grid View

Find Individuals

  1. Quick Lookup
  2. Customising the Quick Lookup
  3. Individual Record Overview
  4. Individual Record Components
  5. Comparing Profiles
  6. How to merge duplicate Shared Contact records

Use Lists

  1. Create a List
  2. Refining Lists
  3. Saving Lists
  4. Export Lists to Excel
  5. Export Lists of e-mails
  6. Split your Report
  7. Analyze your data

Canvass

  1. Canvass Sheet Overview
  2. Print a Canvass Sheet

      • Door Canvass

      1. Turfcutter Overview
      2. Split Your Report
      3. Canvass on your Smart Phone (MiniVAN)

      • Phone Canvass

      1. Virtual Phone Bank Overview
      2. Create a Virtual Phone Bank List
      3. Administer the Virtual Phone Bank
      4. Liberal Do Not Call List

      • Customize Your Canvass

      1. Custom Survey Questions
      2. Create a Script
      3. Create a Report Format
      4. Adapt a Report Format
      5. Customize the MyPDF files page

Communicate

      • E-mail Blasts

      1. Send an E-mail Blast
      2. E-mail Blast Plan
      3. E-mail Blast Preferences
      4. E-mail Template
      5. Form E-mail
      6. Form E-mail Images

      • RoboCalls

      1. RoboCall Overview
      2. RoboCall Payment Plan
      3. Record RoboCall Messages
      4. Schedule a a RoboCall
      5. Create a RoboSurvey

      • Form Letters

      1. Add a Form Letter
      2. Print a Form Letter

Event Guide

  1. Submit an Event
  2. Create a Private Event
  3. Schedule Volunteers
  4. Mark Attendees
  5. Create a List of Event Participants
  6. Printing a Report for Event Ticket Purchases

Events and Volunteer Management

  1. Planning out events using My Calendar

Data Entry

  1. Returning Canvassing Data
  2. Grid View
  3. Barcode Reader
  4. Form View
  5. Quick Mark