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Knowledge Base

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Quick Guides & Videos

Getting Started

Printable Guides
- Printable Guide: How to Reach
- 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

The Basics

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

Screen-by-Screen

Person Profile Screen
My Reach

Home Screen
Search Screen
Rankings Screen
Chat Screen
Campaign Drawer

Getting Started

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

Managing Your Data

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

Screen by Screen

Survey Questions

Campaign Settings
Tags
Action Cards
Contact Scripts
Users
Campaign Keys
Pending Invites
Notifications
Exports
Integrations
Offline Data
Sample Icons for Action Cards
User Groups

Printable Guides

Printable Guide: Getting Started as a User
Printable Guide: Getting Started with Reach (Half-Page)
Printable Guide: How to Reach
Printable Guide: Reach Overview

Video Guides

Demo Video
Relational Organizing with Reach

Made by organizers for organizers

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