Update Vote By Mail Status in UpVote
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 […]
How to update vote status in UpVote
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 […]
Manage Volunteers Like a Pro
We like to say that UpVote is similar to a race car. It can perform exceptionally well, but it needs a driver or you won’t get very far. As an UpVote admin, you are the driver. The Admin Portal gives you the data and controls to run an elite relational organizing program, so your volunteers […]
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 […]
Tracking Changes with Data Change History
Want to know who updated a voter’s information and when? The Data Change History feature makes it easy to track every change made to a voter’s record. This tool logs: Whether you’re reviewing support status, contact details, or any other data, you can always see a full history of edits—so your team stays transparent and […]
Linking Voters to Volunteers or Staff through Advanced Search
You can easily assign a group of voters from your search results to a specific activist in your campaign. This feature is helpful when you want to give a volunteer or staff member a targeted list of voters to mobilize. How to Do It: That’s it! The selected voters are now added to that activist’s […]
Dynamic Dashboard – Custom Graphs
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 […]
Creating a Group/Tag
You have the option to create either a group or a tag to organize voters. Group A group is a dynamic collection of voters based on specific criteria. The membership of this group can change automatically according to the criteria set. For example: Tag A tag is a static label that you can assign to […]
Connecting Groups to Managers
You can assign specific groups to managers. This allows for better and more focused control in managing your campaign. Assigning manager to a specific group enables them to be more involved with their group of voters, understand their needs, and identify problems and opportunities at the right time. Step 1: Choose The Volunteer You Want […]