In this article, we will guide you through the steps to set up your new Organizer Campaign account so that you are ready to launch your Canvassing project.


Step 1: Schedule a Training

Once you sign up for Organizer, your Account Executive will set you up with a team member of the Organizer Success Team. They will schedule you for your first training session to learn the Organizer platform.

Step 2: Logging In

Step 3: Add Users and Assign Roles

Step 4: Preparing Your Data File

Step 5: Create a New Import

Step 6: Create a Survey

Step 7: Create an Effort to try out your new Survey and mobile application. Make any desired updates and changes to your Survey before you launch your Canvassing project with Organizer.