MyVoters vs. MyCampaign
MyVoters and MyCampaign are the two main databases, commonly referred to as tabs, within VAN
What are the differences between MyVoters and MyCampaign? 1
What are the similarities between MyVoters and MyCampaign? 1
Uploading People into MyCampaign 3
Processing Volunteers in MyCampaign 4
What are the differences between MyVoters and MyCampaign?
MyVoters
MyVoters is mostly populated by the official voter file from the Texas Secretary of State, which is updated every time there is an election
There is also survey question data that is collected throughout the cycle and from past cycles
Essentially, MyVoters is for voter contact
MyCampaign
MyCampaign is for event management, volunteer management, and recruiting
All of the people who are interested in your campaign and taking action with you are in this coordinated database
This is the tab where you would put potential volunteers, people who have said yes to volunteering, and people who show up to your events or who you try to get to your events
Events will only show up in the MyCampaign tab, not MyVoters
What are the similarities between MyVoters and MyCampaign?
Both have ways to make data private
There is some overlap or data flows in between the two, such as when you are scheduling someone for an event when phone banking
For example, while you will use MyVoters when phone banking, event information will get pushed over to the MyCampaign side
Walkthrough of MyCampaign
Making sure you are in MyCampaign
If “My Campaign” isn’t highlighted in orange, you will want to click it
Options on the sidebar will be very similar to MyVoters - you can create a list, look up folks, and otherwise interact with constituents
Creating a list is just like in MyVoters
You can use MyCampaign as a CRM (contact relationship management system) to manage your volunteers
How to use it:
Store volunteer and contact information
Track their engagement and volunteer history
Seamlessly integrate that with their voter profiles
What you can do with it:
Set up a phone bank to recruit volunteers to come block walk
Send text messages to supporters to come to a rally
MyCampaign also has features to facilitate managing your volunteers:
Recruit volunteers (active volunteers, lapsed volunteers, and hot leads)
Track volunteer activity (view event shifts, contact history, and all reports)
You can manage volunteers through “Volunteer Management” under Main Menu
Using MyCampaign
How can you update your MyCampaign database?
Pull from MyVoters
Event sign-ups
Adding past sign-in sheets
Using Mobilize America moving forward
Work with your County Party!
Connecting MyCampaign with Mobilize America
Mobilize America is our online events platform that gives you the ability to add events and promote events across organizations
Mobilize America syncs with VAN, so if you create an event or sign up for an event in Mobilize America it will automatically be shown in MyCampaign as well
Note that API integration must be set up for information to sync (you can ask your VAN committee admin if this has been set up)
Connecting MyCampaign with Hustle
Hustle is another digital organizing tool that can be connected to MyCampaign
Hustle facilitates communication via text message with voters, volunteers, etc.
For example, you can use MyCampaign to cut a list of people who have attended events in the past, send it to Hustle, and then all of those people will receive an invitation
If your message includes a link to an event sign up through a Mobilize America page, people can mark their attendance, and it will go back to MyCampaign, so all of these tools are interrelated
Uploading People into MyCampaign
You can move people into MyCampaign using MyVoters, bulk upload, mobilize and other integrations
Copy from my voters - list
Create a list (e.g., of people who responded to a specific survey question)
Click “copy”
Copy from my voters - individual
Open individual (e.g., through quick lookup or clicking from the list)
Click “Add to My Campaign”
Bulk upload
Click “Bulk Upload Wizard” under Data Entry in the menu on the left
Select upload type:
VANID - You have the voter’s VAN ID
Load New People into Process Volunteers - Load volunteers
Load New People Directly - Loads people, not necessarily volunteers
Load Data with contribution ID
Mobilize
If you have your Mobilize VAN API key setup, attendees will automatically populate in your MyCampaign
If you are not sure whether or not that API key is set up, please contact your VAN Admin (likely county party chair for a county or campaign manager for a campaign)
Other integrations
In additions to Mobilize, there are several other platforms that have MyCampaign integrations, such as Blue State Digital, Hustle, and Ballot Ready
These typically require a fee and a setup with that organization - you should reach out to your partners directly to see if they offer VAN integrations
Processing Volunteers in MyCampaign
What is processing volunteers?
When you bulk upload into MyCampaign it will attempt to match volunteers to existing voters
If it can’t do the match automatically, it will put them in a process volunteers queue
These volunteers have to be processed manually
It’s important to process volunteers so that we have as much information about all of our voters as possible
How to process volunteers:
The first thing you will need to do is click “Process Volunteers” on your home screen
From there, volunteers will appear one by one, and you will see several options of people with the same name
You will then need to try and recognize the one you know, and there are multiple ways to go about this
You can click “Search my Voter File” on the right side of your screen if you know certain information about the person that would help with identification, such as their address
You can click “Update My Campaign Database” if you want to link the MyCampaign person on top with one of the voters on the bottom
You can click “Skip this Person” if you clearly don’t have enough information to identify who it is or want someone else to be able to take a look later
You can click “Reject this Person” if you know you will never be able to match this person, as there would be no values adding them to MyCampaign