Recommended training if you intend to create users, manage volunteers, compile lists, or text/call/email on an individual level. (10 mins)

Course Outline

Select 'Get Started' above to begin this lesson.

  • 1

    Contacts Management Overview

    • What is Contacts Management?

    • Before we get started...

    • Access Contacts Management
  • 2

    Search & Sorting

    • Search Filters

    • Sort Filters

    • Categories to Add

    • Drag & Drop

    • What is Contacts Management?
  • 3

    Sidebar Options

    • Favorited Filters

    • Contact Information

    • Tags

    • Contact History

    • Locations

    • Demographics & Interests

    • Coordinator

    • Voting

    • Contact Type

    • i360 Models

    • Digital Actions (Add-On)

    • Field Actions

    • Donations (Add-On)

    • Campaign Tag (Add-On)

    • Reset Filters
  • 4

    Lists

    • Dynamic Lists

    • Static Lists

    • Saved Lists

    • Export

    • File Export
  • 5

    Creating Contacts, Users, and Volunteers

    • Accessing Profiles

    • Contact Profiles

    • Contact Profiles (Video)

    • Create a Contact

    • Create a Volunteer

    • Volunteer Profiles

    • Create Users

    • User Profiles

    • User Permissions

    • User States and Tableau (Dashboards)

    • Creating Users and Volunteers (Video)
  • 6

    Bottom Action Bar

    • Action Bar Features

    • Assign

    • Make

    • Set

    • Add

    • Export

    • Email

    • Text

    • Call

    • List Creation, Managing Volunteers, Bulk Assigning (Video)
  • 7

    Additional Resources

    • Other Resources

    • Available Trainings

    • Before you go...

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