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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

Text templates help your volunteers send consistent, effective messages during bulk texting.

As an Admin, you can create up to three templates that volunteers see in the UpVote app when they tap Bulk Text. Volunteers can select one of your templates or write their own, and most will use your templates as their starting point.

Because campaign needs change over time, you should update your templates as your goals change. Early in the campaign you might focus on vote by mail requests. Later you might ask about a voting plan. Close to Election Day, your texts will usually shift to reminders and follow ups to confirm whether someone has voted.

 

How to create or update your templates

  1. In the Admin Portal, open the Bulk SMS or Text Templates section in Settings.

  2. Add up to three message templates.

  3. Keep them short, clear, and easy to personalize.

  4. Save your changes. Your templates will appear in the UpVote app for volunteers to choose from.

 

Best practice for your three templates

  • Template 1: Your primary message for the current goal

  • Template 2: A softer, more personal version for closer relationships

  • Template 3: A follow up message for non responders

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