For campaigns and organizations intending to go door-to-door. This training goes over the walk survey creation process from start to finish. (15 mins)

Course Outline

Select 'Get Started' above to begin this lesson.

  • 1

    Survey Creation Overview

    • Getting Started

    • New Training Notification

    • Accessing Surveys
  • 2

    Survey Home Page

    • Top Navigation

    • Filter By Options

    • Action Bar
  • 3

    Creating a Survey

    • Create Survey
  • 4

    Setting Targets

    • Assigning Targets

    • Selected Targets
  • 5

    Settings

    • General Settings

    • Dynamic Scripting
  • 6

    Scripts

    • Page Flow

    • Saved Scripts

    • Greeting Message

    • Single and Multiple Choice

    • Answers and Tags

    • Tag Creation

    • Logic

    • Settings

    • Single Textbox

    • Contact Information

    • Closing Information

    • Building a Script
  • 7

    Assigning to Volunteers

    • Creating Volunteers

    • Filter By

    • Assigning Volunteers to Surveys

    • Assigning Volunteers to Walkbooks (List View)

    • Switching to Map View

    • Assigning Volunteers to Walkbooks (Map View)
  • 8

    Confirmation

    • Review Survey
  • 9

    After-Publishing

    • Survey Publishing Time

    • Status

    • Allowed Survey Changes

    • Start Knocking Doors
  • 10

    Tracking Survey Progress

    • Dashboards

    • Individual Profiles
  • 11

    Final Thoughts

    • Other Resources

    • Available Trainings

    • Before you go...

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