Add new canvassing list
There are three ways to create a canvassing list.
- From the dashboard. Open Canvassing in the dashboard and press Add New. Pick the NationBuilder list the round is drawn from, give it a name and slug, then press Create canvassing list. This is the easiest route when you are planning a round in the office rather than standing in the street.
- From Nearby. Curate a group of nearby supporters and turn the result straight into a canvassing list — see Nearby (proximity list).
- From the Canvassing tab in the field app. Use the add action on the Canvassing tab, pick the NationBuilder list the round should be drawn from, and name it.
Default settings for list
While you create the list you can preset the contact method, contact status and contact type, pick the default survey, and add talking points — Instructions and an Interaction script, one item per line. Those defaults are applied automatically when a canvasser logs a contact, so they are not picking the same values at every house.
Assign the list to canvassers
A canvassing list is given to staff by assignment rather than by a permission checkbox. In the Team section of the list form, tick the team members who work this list (Select all and Clear are there for bulk changes). You can also assign from a staff record — the two stay in sync — and the assignment grants them access to that round.
