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Quick Guides & Videos

Getting Started

Printable Guides
- Printable Guide: Getting Started as a User

Getting Started as a Reach User
Downloading and Installing
Logging In & Setting Up an Account
Comparing Reach to other canvassing apps
Campaign Directory

The Basics

Campaign Drawer
User Drawer
Logging Out of Reach
Inviting Users
Adding New People to Reach
About Tags
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Voter Registration
Offline Mode

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Person Profile Screen
My Reach

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Getting Started

Getting Started as a Reach Admin
Accessing the Admin Dashboard
About the Admin Dashboard
Inviting Users
User Roles and Permissions
Managing Billing
Linked Campaigns
Reach Subscription Vocab
Language Support, Translation and Internationalization
Comparing Reach to other canvassing apps
Users and People Vocabulary
Filters

Managing Your Data

Data Sources

Getting Data into Reach
Getting Data out of Reach
BigQuery Mirrors
Export Data Formats
Automated Scheduled Exports
A Note About Data Security
A Note About Data Privacy
VAN Integration
Slack Integration
Mobilize Integration
Ideal Reach Fields

Screen by Screen

Customize
- Survey Questions
Team
Content Library
Data

Printable Guides

Printable Guide: Getting Started as a User
Printable Guide: Reach Overview

Video Guides

Reach 101: Getting Started
Reach 101: Team Engagement
Reach 101: Community Canvassing
Reach 101: Voter Registration
Reach 101: Relational Organizing

Training Materials

Volunteer Training Deck Template
Reach Relational Organizing Worksheet

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