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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

Use Upload Center whenever you need to input or update voter data, delegate tasks, and other mass actions. 

 

Upload Center covers a range of data updates, including:  

 

  • Initial and updated voter files

  • Board of Elections files for early vote or vote by mail

  • Custom field updates like party or vote by mail status

  • Volunteer lists and relationships

 

When you choose Upload Excel/CSV File, the first step is to select an Action Type. You will see a list of possible actions. You can type in the search bar at the top, for example “phone”, “tag”, “custom” or “volunteer”, and UpVote will filter the options.

 

How to upload a file

No matter which action you choose, the steps are similar:

    1. Select Action Type in Upload Center.
    2. Select search type that tells UpVote how to match records (we recommend voter ID)
    3. Upload your Excel or CSV and map each column to the correct field or custom field.
    4. Preview the data that UpVote reads from your file.
    5. Approve the upload when everything looks correct.

 

Best practices

  • When trying a new action, start with a small test file.
  • Spot check a few records after each major upload.
  • Coordinate with your UpVote rep for very large imports or complex changes.
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