UpVote is invite only. A user cannot login to the app or desktop version until they have been invited and have a volunteer account created. If someone who has not been invited decides to download the app and inputs their phone number to get a one-time code, they simply will not receive a code. To invite a user, all you need is their name and cell phone number. When they login to the app, they will input their cell phone number to receive a one-time passcode to enter the account.
Everyone needs a volunteer account, including:
- UpVote Admins. To use the app, you must also add yourself as a volunteer. Use your email address to log in to the admin portal, and your mobile number to log in to the volunteer app.
- Field staff and paid organizers who will act as volunteer managers
- Candidates will also need to be invited to the campaign to login as a volunteer. This is only relevant if you are not a PAC, 501c4, or 501c3 using UpVote.
Inviting volunteers
There are 4 ways to invite volunteers to your campaign: Self Registration Page, Admin Portal, UpVote App, and Upload Center
From the Admin Portal:
- Navigate to the Volunteers page in the admin portal
- Add a new user by entering their name and cell phone number
- Opt-in or out to whether you want your new volunteer to receive a welcome SMS with instructions
From the UpVote App:
From the Upload Center via Excel Spreadsheet
- Navigate to the Upload Center in the Admin portal and click Upload in the top left.
- Choose the action: create volunteers.
- Choose whether you want the list of volunteers to receive a welcome text upon their account creation.
- now you will upload your list. you can see the specific format you need in the visual example on the screen or download the format as an excel file that you can fill out.
- tap next to see a mini preview and check if your format looks in order.
- If everything looks good, you can finish the upload.