Guides
Getting started with Canvass
Six short guides, in the order a new campaign needs them. Each one ends on the screen it describes, so reading and doing are the same motion.
Which voter file do I have?
Where a voter file comes from, the three shapes we accept, and the nine columns every file needs.
Guide 2Importing voters
Loading a file in six steps: all of it or a slice, preflight, what the upload should do, the exact count, run.
Guide 3Precincts: the map your campaign runs on
After the first import there are none. Generate them from your voters, or upload the county's shapes — once.
Guide 4Campaigns and who they talk to
One file, many campaigns — and how to choose exactly which voters each one works.
Guide 5Turf: cutting it, handing it out, fixing it later
The map, the crews, the manage view, areas you can reopen, and the shift receipt — plus what a canvasser sees on their phone.
Guide 6Exporting your voters
The whole organization from Voters → Export, or one campaign's universe from its page: the two files, the mailing-address trap, and the terms you accept.
Two things every guide repeats: importing adds and updates but never deletes; and narrowing a campaign never removes anyone from your voter file.