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

Traditional voter outreach methods are producing weaker results than many campaigns expect.

Cold calling, mass texting, and blanket messaging rely on scale, but modern voters are increasingly selective about who they engage with. Unknown numbers are ignored, impersonal messages feel “spammy” and voters are overwhelmed by political communication from sources they do not trust.

This challenge is supported by research. A field experiment conducted by the Campaign Center for Innovation found that peer-to-peer text messages sent by people the voter did not personally know had no statistically significant impact on turnout.

These findings help explain why campaigns feel like they are working harder for diminishing returns. The issue is not the quality of the message or the amount of effort invested. It is the absence of trust between the sender and the voter.

When outreach lacks a personal connection, even well-designed campaigns struggle to break through. This reality is pushing campaigns to rethink not just what they say, but who delivers the message.

The next lesson introduces the approach that addresses this problem directly: relational organizing.

 

Citation:

“Measuring the Power of Personal Connection: A Relational Organizing Field Test – Center for Campaign Innovation.” Campaigninnovation.org, 2025, www.campaigninnovation.org/research/measuring-the-power-of-personal-connection-a-relational-organizing-field-test.

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