Getting Started Guide

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.