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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

UpVote uses a secure two-step login process for system administrators.

You first sign-in using the campaign’s shared username and password. Then you enter your own Admin email so UpVote can confirm which Admin is logging in and send your one time security code.

 

Before you begin

The Admin Portal is web only. You cannot access it in the UpVote app.

 

Step 1: Choose the Admin option

On the initial login screen, select Log in as Campaign Manager.

 

Step 2: Enter the shared campaign credentials

Enter the campaign username and password provided by the UpVote team.
These credentials are generic and shared across the entire campaign, meaning the same login is used by all Admins on your team.

 

Step 3: Identify yourself as a specific Admin

After the shared campaign login, you will be asked to enter your Admin email address.
This email is how the system knows which Admin you are, since campaigns often have more than one Admin.

Important: Your email address must be authorized in the system in advance.

 

Step 4: Enter your one time security code

UpVote will send a temporary security code to your Admin email.
Check your inbox and enter the code when prompted to complete login.

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