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.