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Relational Organizing for Political Campaigns
Relational organizing is the practice of reaching voters through the relationships they already have. Instead of relying only on strangers knocking on doors or calling from a phone bank, you ask volunteers to talk to people they know: friends, family, neighbors, coworkers, fellow congregants, or teammates.
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Why Traditional Voter Outreach Is Failing
00:58
What Is Relational Organizing and Why It Works
01:04
Getting Started
Think of UpVote as a top-of-the-line race car: powerful, fast, and built to outperform the competition. But even the best car needs a focused driver behind the wheel. This manual will train you to be that skilled "driver," capable of steering your campaign's relational organizing engine to victory.
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Your Role as an UpVote Admin
01:13
Open Your UpVote Account
00:19
Log in as an Admin
00:42
Campaign Set Up
Tailor your account settings to your campaign goals and set up your registration page.
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Settings
01:20
Self-Registration Page
00:55
Message Templates
01:07
Volunteers
Learn how to invite volunteers to join your campaign! See our recommendations for volunteer management and best practices so you get run an efficient GOTV strategy right from the UpVote admin portal.
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Add Volunteers
01:38
Volunteers Quiz!
00:04:00
Manage Volunteers
02:34
GOTV!
This topic focuses on UpVote tools that help you get supporters to actually vote. You will learn how to set up phone campaigns, create events for trainings and shifts, and use Bulk SMS outreach in a way that supports a relational strategy instead of spamming voters.
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Phone Banking
01:49
UpVote Events
00:46
Bulk SMS
01:18
Data Management
This topic covers the data tools that make UpVote powerful. You will learn how to use custom fields, the Upload Center, and Advanced Search together so that your voter file stays clean, your metrics are meaningful, and each list you pull supports your relational organizing strategy.
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Custom Fields
00:41
Upload Center
00:37
Advanced Search
01:37
Become a Campaign Manager with UpVote Relational Organizing

To open a new campaign in UpVote, there are two simple steps:

 

1. Send your voter file

Use the voter file template attached to this lesson to format your data and save the file as CSV or Excel. Tap the ‘Exercise Files’ tab to download the template.

 

 

 

 

2. Designate your Admins

Email your UpVote representative the full names of up to two Admins, along with the email addresses they will use to receive two factor authentication codes. Larger campaigns may opt-in to adding additional admins, however most small and medium sized-campaigns are well served with two.

Please include each Admin’s phone number so your representative can set up your VIP Support WhatsApp group. This group gives you direct access to a dedicated UpVote campaign expert and an UpVote technical developer for the full duration of your campaign.

 

Send items one and two to [email protected] so UpVote can begin the process of opening your account. The UpVote team will create your campaign account, upload the voter file, and set up Admin usernames and passwords. 

Exercise Files
Voter File Template.xlsx
Size: 8.91 KB
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