Become a Campaign Manager with UpVote Relational Organizing

About Course

Learn to lead a winning relational organizing campaign with UpVote! Gain in‑demand skills for 2026 campaigns to grow and activate a grassroots voter base.

This course is designed for campaign staff who will serve as UpVote Admins. You will learn how to open your campaign account, configure the system, manage volunteers, and use UpVote data tools to support a relational organizing program that actually moves votes. Over 10 short lessons, you will see how UpVote fits into your overall field plan, how to bring volunteers into the system, and how to structure events and phone campaigns. You will also get comfortable with the Upload Center and Advanced Search so that your voter data stays clean, segmented, and aligned with your GOTV strategy.

Course Content

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.

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.

Campaign Set Up
Tailor your account settings to your campaign goals and set up your registration page.

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.

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.

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.

Become a Campaign Manager with UpVote Relational Organizing

About Course

Course Content

Why Traditional Voter Outreach Is Failing

What Is Relational Organizing and Why It Works

Your Role as an UpVote Admin

Open Your UpVote Account

Log in as an Admin

Campaign Set Up
Tailor your account settings to your campaign goals and set up your registration page.

Settings

Self-Registration Page

Message Templates

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.

Add Volunteers

Volunteers Quiz!

Manage Volunteers

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.

Phone Banking

UpVote Events

Bulk SMS

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.

Custom Fields

Upload Center

Advanced Search

About Course

Course Content

Campaign Set Up Tailor your account settings to your campaign goals and set up your registration page.

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.

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.

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.

Campaign Set Up
Tailor your account settings to your campaign goals and set up your registration page.

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.

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.

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.