Getting started

This is the recommended path for new campaign admins. The full sequence takes most admins under two hours, not counting volunteer recruitment.

Before you begin

Confirm that your campaign profile and Eligible Voter Pool are set. Open the Campaign Settings page and verify:

• Candidate name and office sought are correct.
• District is set to the office you are running for.
• Election date is in the future.
• Eligible Voter Pool reflects the universe you intend to contact.

If any of these are wrong, fix them before proceeding. The Eligible Voter Pool determines which voters can appear in your turfs; changing it later means redrawing turfs.

The four-step setup checklist

The setup checklist appears on your dashboard. Complete the steps in order:

1. Build your first turf. Aim for 50–100 doors. A small first turf is easier to test, easier to assign, and faster to finish. You can build larger turfs once your operation is running.
2. Invite your first volunteer. Send a signup link or create a volunteer account directly.
3. Assign the turf to that volunteer. A turf and a volunteer must be linked before any knocks can be logged against it.
4. Test-knock a door yourself. Walk the volunteer flow once. This is how you see what your volunteers will see and catch any setup problems before launch.

Each step has its own help article linked from the checklist.

After the checklist

Once the four steps are complete, the checklist disappears from your dashboard. From there, the day-to-day work is:

• Adding more turfs as your operation expands.
• Inviting more volunteers and assigning them territory.
• Reviewing your reports daily during active canvassing.

A note on pacing

Most pilot campaigns start with one or two volunteers, knock one or two small turfs, and review the results before expanding. There is no advantage to building twenty turfs on day one. Start small, confirm everything works, then scale.