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Knowledge Base
  • Reach for Users

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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
  • Question Types
  • Voter Registration
  • Offline Mode

Screen-by-Screen

  • Person Profile Screen

    • Household Results
    • Person Screen
    • Contact Actions
    • Contact Information
    • Voter Registration
  • My Reach

    • History Screen
    • Contact Import
    • Network Screen
    • Voter Registration
  • Home Screen
  • Search Screen
  • Rankings Screen
  • Chat Screen
  • Campaign Drawer
  • Campaign Directory
  • Content Library

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

    • Using State Party Data in Reach
    • Using Catalist data in Reach
    • Using TargetSmart data in Reach
    • Bring Your Own Data ("BYOD")
  • 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
      • Survey Questions
      • Question Types
      • About Survey Questions
    • Campaign Settings
    • Tags
    • Action Cards
    • Contact Scripts
  • Team

    • Users
    • User Groups
    • Pending Invites
    • Campaign Keys
    • Notifications
  • Content Library

    • Assets
    • Galleries
    • Shared Galleries
    • Labels
    • Content Reviews
    • Share Feedback
    • User Assets
    • Collections
  • Data

    • Exports
    • Integrations
    • Offline 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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