OpenField strives to ensure you can view and analyze your data in real-time whenever you canvass, phone bank, organize, etc. So, we’ve created three ways to view your data: on the Conversation Code, Script, or Canvasser level!
Clicking on the Analytics tab in the Burger Bar menu will display your data on the Conversation Code level. This method also allows you to actively manage Conversation Codes, including releasing or reassigning turf.
Clicking on a Script name from your home dashboard will display the data for how that Script has performed across all Conversation Codes.
Canvasser Analytics, accessed by clicking on a User’s name from the Users tab in the Burger Bar menu, displays data on an individual canvasser level. You can also selectively reject data collected by your Users, a process called Quarantining.
Jump to:
Conversation Code Analytics
Click the Burger Bar menu in the top left corner of your browser's menu to reveal a sidebar, then click Analytics.
This will take you to a list of Conversation Codes. Select the Conversation Code that you would like to analyze.
💡Please click HERE for a refresh on Conversation Codes.
Overview
- The top right calendar icon allows you to filter your data based on date. Select the time range you want to see on your data dashboard, then click Apply.
- The top left timer is the data refresh countdown, indicating our 5-minute data refresh that happens 24/7 so you can see your data update in real-time.
- From the middle of the page, you’ll notice details like the Conversation Code you selected from the previous screen (a.k.a.. the one your canvassers/phone bankers used to produce the data we’re viewing).
- Last Activity represents the date of the last action taken by an admin or canvasser.
- Size represents the total number of individual contacts in this Conversation Code.
- Script allows you to view the script associated with this Conversation Code. It can help confirm that you are viewing Analytics for the correct Conversation Code.
- The blue numbers represent the data within the date filter.
- The gray numbers represent the all-time data.
Scrolling down to the bottom of your page will reveal your Live Field View, which displays turf for this Conversation Code.
Live Field View
Live Field View not only allows admins to look at how a canvass is going in real-time, it also allows you to release and assign turf from the back end.
💡Please click HERE for our article on Releasing and Assigning Turf.
Clicking on an individual turf will display more information about that turf in three tabs: Overview, Manage, and Link to Turf.
Overview
The Overview tab displays progress on a turf at a glance, including the total number of doors in the turf, the current completion rate, the name of the canvasser who has that turf checked out, and their cell number if it has been added to their User profile, and the last active date for the turf.
Manage
The Manage tab allows you to release turf, making it available for another canvasser to grab or assign a specific canvasser to a turf.
Link to Turf
Clicking Link to Turf will take you directly to the canvasser’s view of the turf. On this screen, you can view more in-depth the progress made on a turf by canvassers. Clicking on house or apartment icons will also show any data your canvassers recorded for that location.
Attempts
Click on Attempts to view the contact results of the Conversation Code broken down by disposition.
Definitions for the following terms:
- Conversations: Actual conversations where canvassers received responses for some of their questions.
- Not Home: No one was home, and/or lit (campaign stuff) couldn’t be dropped at the address.
- Inaccessible: The canvasser was unable to access the location. A locked gate was in the way, a dog was in the front yard, etc.
- Deceased: The contact has passed away.
- Lit Drop: Literature drop. This means that the contact wasn’t talked to, so the canvasser left campaign literature at their door.
- Moved: The contact no longer lives at the address, as confirmed by someone who answered the door.
- We spoke different languages: The canvasser and the contact did not speak the same language.
- Hostile: The contact was hostile. Yelling, aggressively telling you to leave, threatening, etc.
- Left Message: A message was left on the phone for the contact.
- Wrong Number: Someone answers the phone and confirms that the number for the attempted contact is incorrect.
Conversations
The Conversations tab contains useful graphs and Question response breakdowns. It will contain numbers and percentages for the responses to each question in the Script for the chosen Conversation Code.
Many of the graphs will be bar graphs. However, any open-ended question responses will appear as a word cloud, allowing you to visualize the frequency of the most common responses.
This graph was created from a sample open-ended question on the script for this Conversation Code.
Example: What issues matter most to you?
Answer Example: healthcare, rent, and education
✏️ Please Note: You can create a Search based on just this question and/or its responses.
💡For a refresher on Searches, click HERE
Quick rundown:
- Create a Search
- Go to the Conversations tab
- Select the Conversation Code containing the question
- Click on Questions and select your open-ended question and/or the responses
Canvassers
Next is your Canvassers tab. You can see details about your canvasser’s contact rates and rank on the leaderboard.
Manage
In the Manage tab, you can edit every detail of the Conversation Code.
✏️ Please Note: There is a checkbox at the bottom of the screen in the Manage tab that, if checked, will automatically release any turfs a canvasser is working on when they click Logout.
Script Analytics
Script Analytics can be accessed from the dashboard on your homepage under Active Scripts. Click on the name of the Script you want to view details for.
The available data is similar to what is in the Analytics tab, except instead of visualizing data for one Conversation Code, it visualizes data for the Script in every instance that it has been used across both Door Knock and Phone Bank codes.
Overview
The Overview tab shows the total number of Attempts and Conversations, the Contact Rate, and the number of Users that have used this Script.
Attempts
The Attempts screen shows the number and percent for each canvassing disposition recorded for the Script. Read more about the definitions for each disposition here.
Conversations
The Conversations tab displays Question response breakdowns. It will contain numbers and percentages for the responses to each Question in the Script.
Canvassers
The Canvassers tab displays the leaderboard for all the Users who have used this Script.
Canvasser Analytics
You can also view Analytics information on the canvasser level. This can be useful for reviewing individual canvassers' performance, identifying potential areas of excellence, or noting additional training needs.
Click the Burger Bar menu in the top left corner of your browser's menu to reveal a sidebar, then click Users.
Reviewing Individual Contact Records
The view will default to the Overview tab, which shows the canvasser's name, pronouns, and last active date. At the top of the page, it also displays their overall attempts, conversations, and contact rate. The date range for these data points can be edited using the calendar in the upper right-hand corner.
Below that, the page also contains an entry for every single Attempt and/or Contact a canvasser has recorded while in OpenField. You can narrow down to specific contacts using filters, including dates via the calendar icon, as well as by Conversation Code, turf, Script, contact type, response, and contact’s address.
In cases where a conversation was had with a contact, the contact’s name will appear as a clickable link under the Contacted column.
Clicking on the name will bring you to that contact’s record in the canvassing app, where you can review the results of the conversation the canvasser had with that contact.
Quarantining Individual Contact Records
Individual contact records can also be Quarantined in cases where only one or a few contacts were recorded incorrectly. Quarantining will remove the selected Attempts and Contacts from your Analytics counts and Exports. This can be reversed, allowing for more oversight of the data allowed into your OpenField Garden without entirely deleting or Quarantining all of a User’s Attempts and Contacts.
Click the checkboxes next to the contact records you want to Quarantine. Then, next to the rest of the filter options, click Toggle Quarantine. Contact records can be Unquarantined in the same fashion.
You can also filter contact records based on their Quarantine status.
Have more questions? Email us at support@openfield.ai.
If you have feature requests or suggestions for how to improve OpenField, stop by our Product Suggestion & Feature Request page!
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