Upload Center
Use Upload Center whenever you need to load or update information in UpVote, for example: 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”, […]
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
The system allows you to customize graphs to display on your dashboard in the admin portal. This way you can adapt the broad capabilities of our system to the specific needs and metrics your campaign wants to focus on. For example, you can track the growth rate of support in different sub-groups of voters or see […]
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 […]
Custom Fields
Your voter file is the foundation of your voter database, with fixed data points defined in the voter file template. Most campaigns also create custom fields, which are extra columns for any category or type of campaign-specific data beyond voter ID, name, contact info, and address, and these fields are often crucial for tracking and […]