Transcript www.txdemocrats.org

VAN
Calendar of Events
The Calendar Of Events
When you select the Calendar Events, you will see a dropdown. Select the Calendar option from the menu.
This is a calendar of events. You
can add new events by clicking in
the top right corner.
Events
View Event Participants
Selecting the event brings up a
popup menu. From this menu,
you can view the event
participants, delete the event,
or view the details.
If you want to make confirmation
calls, you can click on the blue
people.
This way, the calls you need to
make are organized in one
location so you don’t have to
keep multiple lists.
View Details is the magnifying glass. The blue people are the ones you click to view participants of the event.
the trash can is where you click if you want to delete the event from your calendar.
Viewing Event Participant Details
All the participants are listed. You can call them all from one place. The emails are also visible so you can send
emails in addition to making phone calls. You can also move the status from Scheduled to completed.
To add new participants, you will click on the “Add
Participants” button.
If you expand each of these headers, you can
see and change details.
From this screen, you can Add New Participants to the
Event. Once you have filled in all the criteria, you can
click on the ‘Finish’ button.
All of the data in these fields will be applied to the new
person.
Search for Volunteers
Select the volunteer to schedule and click on the ‘Save / Search’ button. This will schedule
the volunteer for the appropriate event.
When the last name is highlighted and the box next to the name is grayed out, then the person is scheduled.
You can verify the person is scheduled for the event you
want by going back into the event and checking the event
details.
From this menu, you
can make changes to
the status of the
volunteers. You can
confirm call them
from this screen. You
can update the status
of the person in real
time as you call the
person, meaning you
don’t have to search
for people or keep
spreadsheets/lists.
This way anyone can
help recruit.
Completing Shifts
The ‘Status’ can be updated from the
column. We want to make sure that
we update the status of the person so
we can see which volunteers come the
most and identify them as potential
team leaders.
Tracking Volunteer Activity is important
to a campaign. In this tool, we can
easily track our strong volunteers and
gain a better understanding of the
capacity that needs to be built for the
Get Out The Vote effort.
Save all your work!
Adding a New Event
Clicking on the button in the top
right corner will take you to a
create an event page.
From this menu, you can
create a new event.
Select the type of event
you want.
Let’s create a phone
bank.
Here you can customize the details of the event.
Clicking on the ‘Next’ button send you to the next
tab.
Make sure your event is named something easily recognizable.
Number of Shifts
The number of shifts is customizable. For our purposes, we’ll use one phone banking shift.
Set Event to Repeat
If you are planning on having a weekly phone bank in the same location and at the same time, you can click
on ‘repeat weekly’.
This phone bank will only happen once.
Set Event Location
This event will happen at the local party headquarters. You can add new locations by clicking on the link
that says “create new”.
Set Event Roles
SInce this is a phone bank, we need to have Phone Calling and Data Entry Roles. Selecting the two
checkboxes will ensure anyone can recruit for those two kinds of activity.
If you allow others to edit your event, then you allow other
people to help you recruit for your event. Other people can then
schedule folks for events.
Clicking ‘finish’ will finalize your event and publish the event to the calendar for all to help
recruit.
This is the event that you have created.
Anyone working in the VAN will be able to view the
event and add participants. This increases the number
of possible people who can join in the event.
Scheduling volunteers for events from the My Campaign
To Schedule a volunteer to an event open up the
Upcoming Events header.
Select
“Scheduled” from
the dropdown
menu and then
save your work.
This will add the
volunteer to the
event so you can
easily confirm
call them.