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Liberal

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User Guide

Getting Started

  1. Introduction to Liberalist
  2. Account Types
  3. Request a Liberalist Account
  4. Finding your Active User Accounts
  5. Log In
  6. Setting Up your ActionID
  7. Linking Multiple Accounts with Action ID
  8. Set Up Your Profile
  9. Reset Password
  10. Creating Level 1 and 2 Accounts

Finding Individuals

  1. Quick Lookup
  2. Customising the Quick Lookup
  3. Individual Record Overview
  4. Individual Record Components
  5. Comparing My Voters and Shared Contacts Profiles
  6. Merging Duplicate Shared Contact Records
  7. Creating a List of Shared Contacts without My Voter File
  8. Linking a My Voters and Shared Contacts Profile
  9. Using the Remember Me option

Create Lists

  1. Basics of Creating a List
  2. Types of Lists
  3. Suppressions
  4. Refining a List
  5. Saving a List
  6. Sharing Lists
  7. Printing a List
  8. Splitting Reports

Data Entry

  1. Quick Mark
  2. Scan Bar codes
  3. Grid View
  4. Form View
  5. MiniVAN
  6. Data Entry for Voting Information

Volunteer Recruitment

  1. Stages of the Volunteer Recruitment program
  2. List Creation
  3. Flagging your Volunteers
  4. Creating an Event
  5. Develop a Recruitment Script
  6. Create a VPB

Communicate

  1. Personalizing your Outreach
  2. Form Letters
  3. Virtual Phone Bank
  4. Blast Email Overview
  5. Voice Broadcasts
  6. Broadcast Surveys
  7. Predictive Dialer

Canvass

  1. Customizing your canvass
  2. Creating a canvass list
  3. Door to door canvass
  4. Phone canvassing
  5. CRTC Guidelines

Campaign tools

  1. Targets
  2. Geo.liberal.ca
  3. GOTV events
    1. Creating Staging Location Events
    2. Creating a list of your volunteers
    3. Creating your GOTV Script
    4. Creating your GOTV Virtual Phone Bank
    5. Using the Virtual Phone Bank for GOTV Onboarding
    6. Assigning roles to your volunteers
  4. GOTV Preparations
  5. Adding New Voters
  6. Finding Call Center Data
  7. Managing Sign Requests
    1. Managing your Sign Requests
    2. Confirming and Taking Action on the Sign Request
    3. Installing Signs
    4. Other Sign related Requests
  8. Managing Ride Requests
    1. Creating your List
    2. Scheduling rides
    3. Marking as Request Printed
    4. Scheduling your rides
    5. Dispatching your rides
    6. Marking a ride as completed
  9. Adding Polling Locations
  10. Literature drops
  11. Voting Data Entry

Event Management

  1. Creating Events
  2. Scheduling Volunteers or Participants
  3. Promotion
  4. Managing Volunteers and Participants

Data Analysis

  1.  Canvass Results
  2. Counts and Crosstabs Overview
    1. Layout of Counts and Crosstabs
      1. My Voters
      2. Shared Contacts
    2. Counts and Crosstabs for your entire riding
    3. Counts and Crosstabs for a specific list
      1. Analyzing your voter IDs by polling division
      2. Analyzing your volunteers by volunteer stage
    4. Scheduling an Automated Report