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.
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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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Campaign Set Up
Tailor your account settings to your campaign goals and set up your registration page.
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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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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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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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Become a Campaign Manager with UpVote Relational Organizing

The Self Registration page is one of the most powerful tools an UpVote Admin has for scaling a volunteer program without burning out staff.

Instead of manually inviting every supporter one by one, the Self Registration page lets supporters sign themselves up to volunteer. This shifts recruitment from a time-consuming admin task into a self-serve funnel that works for you around the clock.

 

For Admins, this means:

    • Faster volunteer growth with less manual work

    • Cleaner data from the start, since supporters enter their own information

    • Better momentum during peak moments like launches, events, or GOTV pushes

 

When used well, the Self Registration page becomes the front door to your relational organizing program.

 

How to Create Your Self Registration Page

Open the Self Registration page
In the Admin Portal, navigate to Self Registration.

Activate the page
Turn the page on when you are ready to accept new volunteers. You can pause it at any time if signups need to slow down or stop.

Add visuals and messaging
Upload a registration image and write a clear title and short intro text. This is your chance to explain who you are, why this campaign matters, and what volunteers will be asked to do in UpVote.

Customize the form fields
Click Add Input to collect the information that matters most to your campaign, for example:

    • Are you registered to vote?

    • Community or institution, such as a synagogue, union, school, or neighborhood group

These fields help you sort, group, and assign volunteers more effectively later.

Preview the page
Always preview the page to make sure it looks clean and easy to understand before sharing it.

Share the link or QR code
Distribute the page anywhere your supporters already are, including WhatsApp groups, text messages, emails, social media, or printed materials at events.

 

Managing New Registrants

Scroll to the bottom of the Self Registration page, you will see a list of pending approvals. This gives you full control while still benefiting from self-serve signups.

 

For each registrant, you can:

  • Approve them and instantly convert them into an UpVote volunteer

  • Reject the request if they are not a fit

  • Export the list to Excel to review offline or share with staff

 

Once approved, new volunteers receive an automatic message with login instructions and can begin using UpVote right away.

 

Why this matters:
The Self Registration page helps Admins spend less time chasing volunteers and more time managing strategy, data, and outreach. It turns interest into action and ensures that when supporters are motivated, there is always a clear and immediate path for them to join your campaign.

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