The VAN

1. The VAN Tools and Data Entry

2. Objectives for the Day • Utilize the Create a List Tool • Setup and use a Virtual Phone Bank • Cut turf for a block walk • Basic Data Entry • Scheduling Events in the VAN • Adding Event Participants

3. Please hold questions until designated times

4. What is the VAN and how do I get it? • The state gives VAN to county chairs to help implement data driven voter contact operations in their counties. • County Chairs can create VAN accounts for staff, interns, and trusted activists who need it for creating call/walk lists or entering data from events • Candidates purchase the VAN from the state party. County Chairs cannot give VAN access to the candidates for use on individual campaigns

5. How can we use the VAN? • create call lists for phonebanks • cut turf for blockwalks • Scheduling events • Target key voters

6. Why use the VAN The VAN is a centralized database specifically designed for capturing data and using that data in the most effective way possible. Effective campaigns are people focused and data driven. Maintaining an accurate database is key to successful campaigns.

8. Survey Questions Survey Questions help us target voters. Survey Questions are built into the script and drive the conversation forward

9. Create a list of Potential Volunteers

17. Questions and Answers

18. Cut Turf When cutting turf for a blockwalk, use the script and target designated for blockwalks

23. Questions and Answers

24. The Virtual Phone Bank (VPB)

25. What is the Virtual Phone Bank? The VPB is a way for folks to access a list of up to 20,000 folks to call. We can use the VPB to identify supporters, invite people to events, or any other activity for which a script can be used.

26. Step 1 Once you have a list, you can hit the calls button (shaped as a phone) to start setting up your VPB.

27. Step 2: Rename • Rename your phone bank. Check any boxes you will want to see during the conversation. • Selecting Editable Display means you can update that information during the conversation with the voter. • Include all in household to have the names of all the voters in the house. • Click Next to continue

28. Step 3: Accessing VPB • Add anyone to the ‘users with access’ column that will be helping you make calls. • write down VPB code up at the top • Save Results

29. How to access a VPB You can either give folks the VPB code to enter into the VPB Code spot or give the name of the VPB to those with VPB access and they can access the VPB from the main menu

30. After clicking on the VPB icon, you will see a list. Either select your VPB, or type in a VPB code. Click the Next button.

31. Welcome to the Virtual Phonebank Click Next

32. Make the Calls The VPB provides a script and a voter for you. As you make your way through the script, be sure that you record the answers to your survey questions. Once you have completed the call, check the answers for accuracy and hit the Save/Next button. The VPB will end at the end of your list.

33. Tips and Tricks • You cannot go back, so be sure to check your answers before you save • When you take a break, be sure to save you work. Be sure to hit save/next when you come back from break to make sure you are not logged out while you’re on a call.

34. Questions and Answers

35. Data Entry Accurate data is important for our campaigns. It is very important to enter data the day the conversations happened.

36. Ways to enter data • Quick Look Up • Grid View • Quick Mark

37. Quick Look Up Quick look up is the easiest way to find someone in the database. This tool will provide folks that meet ALL criteria, so if you add a name and a phone number, only the person who meets both criteria will populate

38. When to use Quick Look Up You can use quick look up to tag someone quickly with an activist code. If you want to add or change information about a volunteer who attended an event, you will use Quick Look Up. You can add survey questions under individuals as well by hitting the surveys tab and then ‘add new survey question’ and then input the appropriate data.

39. How to use Quick Look Up Enter as much or as little information as you have into the fields. If you enter too little information, you will receive a very large return of folks. Click on Search Generally I search by last name, first name and address.

40. Select the correct voter From the list provided, select the appropriate voter by clicking on their name

41. Add Survey Response Find the Survey Response header in the VAN profile

42. Fill in the Appropriate Data and Save Be sure to include how the voter was contacted and by whom, the question that was asked and their response to that question.

43. Questions and Answers

44. Quick Mark • You can enter responses for multiple people with this tool. • This tool is best for sign up sheets gathered from folks without pulling a list

45. Select Type of Data to Enter Select which type of data you would like to enter. You will be applying the same data to multiple people. Let’s add a ‘not home’ canvass result code Click next

46. Choose result code Specify how the voter was contacted, when they were contacted, by whom they were contacted, and what the result of the canvass was. In our case, the voter was not home. Click Finish.

47. Search for voter, then save

48. Tips and Tricks • Only entering data you know for a fact is correct saves time • For common names, enter an address, or city to help narrow results • If the ‘Use SmartName Technology’ box is checked, then similar names will be returned ‘Smith, Mary’ will return ‘Smith, Maria’ etc.

49. Questions and Answers

50. Grid View Grid View enables you to enter in lots of data at once. It provides you with a table like interface in which you can easily enter data. Grid View is used when you’re entering data from a list created in VAN