A Street Canvass is a Conversation Code Type that allows you to organize people at an event, such as a block party, farmer’s market, or street fair.
Because it isn’t tied to a phone or address, you can search for the people you meet wherever you are and then continue with your Script.
Jump to:
- Getting Started
- Searching for a Person
- Having a Conversation
- Finish Canvassing
- Burger Bar Menu Options for Reference
Getting Started
💡First, an Admin will need to create your Conversation Code. For steps to do so, please click HERE.
Once you have your Conversation Code, enter your canvasser URL (e.g., yourorganization.openfield.ai) and log in with your credentials. If you’re volunteering for the first time, please create your account now.
For steps on creating your account, click HERE
Once logged in, you’ll be greeted with the following screen, which includes a space to enter a Conversation Code. Enter the Code you’ve been given, then click Get Started.
Searching for a Person
When you approach a person to organize them, you must find them in the database. You can do this by entering the contact’s information into the Search bar that appears.
If you need to search on fields besides name, click the People dropdown. You can search by names (People), notes on the contact’s record (Notes), or use Advanced Search.
Advanced Search allows you to search by name and/or address, phone number, email address, and/or notes.
If a record matching the contact you’re searching for appears, tap on their name to continue to the Script associated with the Conversation Code.
Adding a New Person
If a record matching the search fields you included does not appear, you can tap Meet someone not on the list below? Add them here. to add the contact as a new person to the database, then continue the conversation!
A screen will appear for you to add the person to the database. Under Personal Info, add information about the person, including First and Last Name, Gender Identity, Pronouns, Languages, etc.
Further down, under Talk to them, the Questions in your Script appear, allowing you to continue a conversation with them. When you’re finished with your conversation, click Create Person and Save.
Having a Conversation
Whether you find a matching record or add a new record, you’ll be taken to that person’s contact record, which contains four tabs: GOTV, Talk, About, and History.
GOTV Tab
The GOTV tab contains the contact's Absentee and Early Vote information if it’s available. It includes fields for the contact’s Early Vote Location, Ballot Drop-off Location, and Polling Location, as well as noting whether or not a contact has early voted and dates for when an Absentee Ballot was requested, mailed, and returned.
Clicking the calendar icon beside Early Vote Location or Ballot Drop-Off Location will also display the dates available for Early Voting or Ballot Drop-Off.
If a contact’s Early Voting location doesn’t display or displays incorrectly, you can click Need to look up an Early Voting Location manually? Click here.
A window to iwillvote.com will open, and you can search for a contact’s Early Voting location there.
Read more about AV/EV data in our article HERE!
Talk Tab
In the Talk tab, the Questions from your Script will appear with spaces for you to record a contact’s responses.
Once you’ve finished recording answers to all the Questions in your Script, click Save Conversation at the bottom to sync your conversation or click Save + Search Again to sync and return to the Search bar to find the next person you want to organize.
About Tab
The About tab is where you will view and/or update a contact’s information, such as their address, phone number, emails, etc. You can also mark an individual contact as deceased, incarcerated, sick, or infirm, or indicate that they have moved.
You can click the Update Status, Personal, Contact, and Address sections in the About tab to open or close them. You can also make changes to these categories; tap the section that needs to be updated, then tap Edit.
Make the changes on the pop-up that opens, then tap Submit.
History Tab
The History tab contains records of previous conversations with a contact. A yellow dot will appear beside the History tab if a contact history exists.
Responses are grouped by the conversation in which they took place, indicated by a date and the name of the canvasser who recorded the conversation. Tap the date to expand and see more detailed responses.
Finish Canvassing
When you’re done calling for the day, tap the OpenField logo to open the Burger Bar menu, then tap Logout.
Burger Bar Menu Options for Reference
Clicking on the OpenField icon in the top left-hand corner will take you to the Burger Bar menu.
Search will allow you to search your database for specific people, notes, phone numbers, and more.
Enter a New Code will allow you to enter and work in a different Conversation Code.
Help will take you to OpenField’s Help Center.
Logout will completely log you out of OpenField.
Thank you for organizing with OpenField!
Have more questions? Email us at support@openfield.ai.
If you have feature requests or suggestions for how to improve OpenField, stop by our Canny page!
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