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Pulling Targeted GOTV Calls
        North Carolina Democratic Party
                   220 Hillsborough St.
                    Raleigh, NC 27603
                      919-821-2777
                   919-821-4778 (fax)

         Jesse Presnell, Deputy Voterfile Director
                     (828) 310-5745

                                                     1
Logging Into the System


Do you have a username? If not, contact your admin to setup your account.

If you do, type in your username and password at the login screen.




                                                                            2
Creating a Phone List

•Click on “Create a New
List” and then choose
the options you wish to
use when creating your
new list.
•Make sure you choose
“Confirmed Phones
Only” when creating
your phone list.
Otherwise, you will have
people appear in the list
who do not have phone
numbers on record.




                            3
Pulling your 2012 Targets


The NCDP has put together several targets for you:
• NCDP: Early Vote Target: Daytime Calls
• NCDP: Early Vote Target: Evening Calls
Depending on what type of voter contact your planning select the
appropriate target.




                                                                   4
Why use these targets?
• Using these targets prevent voters from being called twice in one day by
  different campaigns.
• It’s a self-cleaning list that removes voters recently canvassed by other
  campaigns and organizations in your area.
• Using NCDP targets allow you to maximize your time on the phone.
• Allows you to talk to the most productive voters first.
• Allows you to save valuable volunteer time by having daytime callers call
  daytime targets and evening callers call evening targets.

              Most importantly:
        Helps Democrats win elections
                                                                              5
2012 Targets Narrowing


Under the Locations drop down select your county




Once your county is selected a precinct drop down menu will be visible. It’s a
good idea to break your lists down into smaller precinct clusters of two or
three precincts at a time. Click the word “Precinct” to select multiple
precincts.




                                                                                 6
Checklist for Creating a List


Have you selected “Confirmed Phones Only”?
Have you selected the 2012: NCDP Targets?
Have you selected your desired county and/or precincts?

If you have done all of these things click “Search”




                                                          7
Printing Your List
After
completing
your list and
editing it as
needed the
next step is to
print the list.
Click the Print
button on the
action bar.
Printing Your Lists
In the next menu you will
see a few options. The first
option is report format.
Select “2012 OSEV CALL
REPORT”. Then select the
“2012 NCDP Early Voting”
script.

The other options include
Contacted How (i.e. Are you
calling or canvassing this
list?) and the title of your
list, which will be printed on
the top of your lists.

The contacted how answer
will decide how your sort
order is pre-populated.
Printing Your Lists
On the bottom of the Print menu
you will see a few other options:

Printing Maps: It’s not necessary to
print maps since we’re calling
these voters

Print list number and page
number? Be sure this is selected.
This allows you to pull your list up
for data entry after it’s completed.

Print Early Vote Location? This
prints out a sheet with Early Voting
locations in the county.

Exclude Early, Absentee, and
Election Day voters? Be sure this is
selected to avoid canvassing voters
that have already cast a ballot.

Then hit Next
PDF Creation
After hitting next
the PDF creation
screen will popup.
Click “My PDF
Files” to move to
the next screen.
On the next
screen select
“Download File”.
Printing PDF File
Once you’ve
download the PDF
file, open it up. To
print the document
go to file in the top
right corner and
then select print.
This will bring up
the printer options
menu to allow you
to print the file.
Canvass Results: The legend to use when you do not reach the voter

Survey Questions: Use this legend to mark the results of the Survey Questions asked to voters.




                                                                                             13
Results: This section corresponds to the results key for not reaching voters

Survey Questions: This section corresponds to the answers to each question in the script

Important Information: Use this section to identify key districts each voters is registered to
vote in.

List Number: Use this number to enter the data after your voter contact event.




                                                                                           14
-These steps are basic introductions to creating and printing targeted lists in
Votebuilder.

-If you have any questions about how to use Votebuilder, please contact the Statewide
Deputy Voterfile Director, Jesse Presnell at JessePresnell@ncdp2012.org .

-If you are technical problems and are unable to accomplish your task due to a system
error, please use the “Contact the Admin” and be as descriptive as possible in your
explanation of the problem. Also, please provide your email and phone number so the
Administrator can contact you.




                                                                                        15

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Pulling Targeted GOTV Calls

  • 1. Pulling Targeted GOTV Calls North Carolina Democratic Party 220 Hillsborough St. Raleigh, NC 27603 919-821-2777 919-821-4778 (fax) Jesse Presnell, Deputy Voterfile Director (828) 310-5745 1
  • 2. Logging Into the System Do you have a username? If not, contact your admin to setup your account. If you do, type in your username and password at the login screen. 2
  • 3. Creating a Phone List •Click on “Create a New List” and then choose the options you wish to use when creating your new list. •Make sure you choose “Confirmed Phones Only” when creating your phone list. Otherwise, you will have people appear in the list who do not have phone numbers on record. 3
  • 4. Pulling your 2012 Targets The NCDP has put together several targets for you: • NCDP: Early Vote Target: Daytime Calls • NCDP: Early Vote Target: Evening Calls Depending on what type of voter contact your planning select the appropriate target. 4
  • 5. Why use these targets? • Using these targets prevent voters from being called twice in one day by different campaigns. • It’s a self-cleaning list that removes voters recently canvassed by other campaigns and organizations in your area. • Using NCDP targets allow you to maximize your time on the phone. • Allows you to talk to the most productive voters first. • Allows you to save valuable volunteer time by having daytime callers call daytime targets and evening callers call evening targets. Most importantly: Helps Democrats win elections 5
  • 6. 2012 Targets Narrowing Under the Locations drop down select your county Once your county is selected a precinct drop down menu will be visible. It’s a good idea to break your lists down into smaller precinct clusters of two or three precincts at a time. Click the word “Precinct” to select multiple precincts. 6
  • 7. Checklist for Creating a List Have you selected “Confirmed Phones Only”? Have you selected the 2012: NCDP Targets? Have you selected your desired county and/or precincts? If you have done all of these things click “Search” 7
  • 8. Printing Your List After completing your list and editing it as needed the next step is to print the list. Click the Print button on the action bar.
  • 9. Printing Your Lists In the next menu you will see a few options. The first option is report format. Select “2012 OSEV CALL REPORT”. Then select the “2012 NCDP Early Voting” script. The other options include Contacted How (i.e. Are you calling or canvassing this list?) and the title of your list, which will be printed on the top of your lists. The contacted how answer will decide how your sort order is pre-populated.
  • 10. Printing Your Lists On the bottom of the Print menu you will see a few other options: Printing Maps: It’s not necessary to print maps since we’re calling these voters Print list number and page number? Be sure this is selected. This allows you to pull your list up for data entry after it’s completed. Print Early Vote Location? This prints out a sheet with Early Voting locations in the county. Exclude Early, Absentee, and Election Day voters? Be sure this is selected to avoid canvassing voters that have already cast a ballot. Then hit Next
  • 11. PDF Creation After hitting next the PDF creation screen will popup. Click “My PDF Files” to move to the next screen. On the next screen select “Download File”.
  • 12. Printing PDF File Once you’ve download the PDF file, open it up. To print the document go to file in the top right corner and then select print. This will bring up the printer options menu to allow you to print the file.
  • 13. Canvass Results: The legend to use when you do not reach the voter Survey Questions: Use this legend to mark the results of the Survey Questions asked to voters. 13
  • 14. Results: This section corresponds to the results key for not reaching voters Survey Questions: This section corresponds to the answers to each question in the script Important Information: Use this section to identify key districts each voters is registered to vote in. List Number: Use this number to enter the data after your voter contact event. 14
  • 15. -These steps are basic introductions to creating and printing targeted lists in Votebuilder. -If you have any questions about how to use Votebuilder, please contact the Statewide Deputy Voterfile Director, Jesse Presnell at JessePresnell@ncdp2012.org . -If you are technical problems and are unable to accomplish your task due to a system error, please use the “Contact the Admin” and be as descriptive as possible in your explanation of the problem. Also, please provide your email and phone number so the Administrator can contact you. 15