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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

Custom fields let you add important data points to voter records beyond the basic information in your voter file.

 

There are two types of custom fields:

 

Fields populated from your data provider or Board of Elections data 

Common examples: Political party and Vote by mail or absentee status

 

Fields populated by volunteers through conversations

Common examples: Candidate ID and Vote Plan.

 

To Add a custom field:

  1. Go to the Custom Fields page in the Admin Portal.

  2. Click Add to create a new field.
  3. Choose the field type:
    • Dropdown menu
    • Free text
    • Date
  4. For a dropdown, you will add the options (for example: “Independent”, “Democrat”, “Republican”, “Unaffiliated”).
  5. Set the parameter name
    • Pick a clear, short name like “Party”, “Vote by mail status”, “Candidate ID”, “Vote plan”.

  6. Set visibility options:

    • Show on the voter details card for each contact
    • Show on the main screen of the app under each contact’s name
    • Show during the supporter addition stage (this is only relevant for custom field data you will populate via upload)

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