Reports
UpVote guide · Campaign data Download campaign reports The Reports page gathers ready-made exports of your voters, volunteers, outreach and turnout in one place. Pick the report that answers your question, download it, and work with the data in Excel or your own tools. Where to find it In the Admin Portal, open Reports from […]
User Labels
UpVote Admin Guide Organize Your Volunteers with User Labels User labels help your campaign categorize volunteers, find the right people, and organize follow-up. A simple way to keep your team organized. Use labels to identify recruitment sources, teams, or other categories that matter to your campaign. Track recruitment Identify where volunteers joined, such as Online […]
Update Absentee and Early Votes (ABEV)
UpVote GOTV best practice Update vote-by-mail status in UpVote When your campaign receives updated absentee or vote-by-mail data from the state, Board of Elections, or a trusted data provider, upload it to a custom field in UpVote. Current VBM data helps your team identify voters with mail ballots and focus relational outreach where it is […]
Update Vote Status
UpVote best practice Keep official voter status up to date When your campaign receives updated early-vote or absentee-vote data from the state or a trusted data provider, upload it to UpVote. Current voting records help your team focus outreach on the people who still need to vote. Download the PDF below See the process What […]
Upload Center Guide
Upload Center Use Upload Center whenever you need to load or update information in UpVote. ✓ 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 Start by choosing an Action Type […]
How to Update Vote-by-Mail Status in UpVote
Track Vote-by-Mail (VBM) Voters with UpVote Length: 2 minutesRecommended for: Campaign managers and admins who need to track VBM or early voting status. Overview Personalized follow-up is key to boosting turnout—and knowing who requested a mail ballot helps your team stay focused and effective. In this short video, you’ll learn how to use UpVote’s Upload […]
Data Change History
ADMIN GUIDE · VOTER RECORDS Review Data Change History See what changed on a voter’s record, who made the update, and when it happened. When voter information looks different from what your team expected, Data Change History helps you review the recorded edits. Use it to understand updates, investigate discrepancies, and keep follow-up grounded in […]
Assign Voters
Admin guide · Advanced Search Assigning Voters to a Volunteer’s Outreach List Use Advanced Search to find a specific set of voters and add them to one volunteer’s Outreach List. This tool helps admins distribute follow-up work without adding voters one at a time. Before assigning a list, agree with the volunteer on who they […]
Customize Dashboard
Knowledge Base Guide to Custom Graphs Build a dashboard around the information your campaign actually needs. Custom Graphs let you turn saved Advanced Searches into visual, easy-to-monitor dashboard reports. ↗ How it works: First, create and save an Advanced Search. Then select that search when creating a Custom Graph. UpVote will use the people returned […]
Groups and Tags
Admin guide · Groups & tags Organize voters for your next step Use groups to follow changing criteria and tags to keep a lasting label on a set of voters. Start by choosing the right tool Groups and tags help you organize voter records for reporting and outreach. The difference is what happens when a […]