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Campaign Settings

Think of the Campaign Settings screen as your “Main Settings” and “Preferences” screen for your campaign on Reach. Fill out all the fields you can and make sure you click “Save”. You can come back here at any time to make changes.

Renaming your campaign

You can tap the “Rename” button next to your campaign name to provide a new name for the campaign in Reach. It will be changed everywhere it appears in the app.

Public Directory and Landing Page

This is where you will fill out the details that will be displayed for your Reach campaign in the Reach Campaign Directory. This is a public listing of all active campaigns. Your campaign will have its own customizable landing page where new users can learn about the campaign, join, donate, email you, and more.

Filling out the directory is a very important step – any campaign which is not published will only be visible and usable by admins and owners. Once you’ve filled in all of your campaign information (detailed below), be sure to click the “Publish Now” button in the top right to start onboarding users.

  • How Can Users Join?: This is an important setting which controls how users can join your campaign from your directory listing. There are 3 choices:
    • Open: Anyone can join by using the “Join” button
    • Campaign Key: Requires a 6 digit campaign key
    • Locked: Nobody can join via the directory
  • Reach URL Slug: Every Reach campaign has a unique URL “slug” which is added to the end of all your Reach links to identify which campaign the links is meant for. Your slug is automatically generated when we first build your campaign. You can change it here any time you want but do keep in mind that if you’ve already shared any links to your campaign with anyone, if you change your slug, those links will not be able to redirect to your campaign properly.
  • Help Desk Email: This is how your users, or anyone viewing your Campaign Directory, can contact you from the app if they have any organization-specific questions. We may also direct users to this email address if they contact us with questions that are best addressed to you.
  • Election Date: Displays on your Campaign’s card on the user’s My Campaigns drawer.
  • Website URL: Linked on your Campaign’s card on the user’s My Campaigns drawer.
  • Donation URL: Linked from the Campaign Actions menu from the Campaign’s card in the user’s My Campaigns drawer.
  • Facebook URL
  • Instagram URL
  • Twitter URL
  • YouTube URL
  • Candidate First and Last Name: If you’re running an electoral campaign, fill in your candidate info here.
  • Tag Line: A one sentence summary of your organization or campaign to let users know who you are and why you’re organizing.
  • Content: It’s your place to shine! Talk about your organizing goals, give a summary of why your work is important, and get those volunteers flowing in!
  • Search Terms: Specify terms beyond the name of your organization, campaign, and candidate to help users find you in the campaign directory. Add as many terms as you want, separated by commas. Hint: Try common abbreviations.

Feature Settings

Adding People

Use this toggle to turn enable and disable the ability for your users to create new people, called “Reach Adds”, when they can’t find someone in your core dataset. This hides the button on the Search Results screen and from within the Contact Import process.

Home Screen & Action Cards

Your Home Screen is your action feed for your campaign volunteers – learn more about setting up Action Cards for your home screen here. You can choose to show or hide your Home Screen here.

Network

The Network feature allows your users to import their personal contacts and match them to your organization’s data. Learn more about the user-facing Network screen here. You can choose how you want the Network feature to work for your campaign. You can turn it off entirely, or set it to one of the following modes:

  1. Allow users to choose from a list of relationship types: In this mode, every time a user adds someone to their Network, they will be prompted to pick from the list of pre populated Reach relationship types:
    • Acquaintance
    • Classmate
    • Coworker
    • Faith Community
    • Family
    • Fellow Member
    • Fellow Organizer
    • Friend
    • Friend of Friend
    • Met while organizing
    • Neighbor
    • Other
    • Recruit
    • Self
    • Significant Other
    • Social Groups
    • Social Media Follower
  2. Automatically apply a default relationship type: In this mode, the default type you have set will be applied every time a user adds someone to their network. This will save the user some time and make things simpler, but it will give you less data on the nature of the relationships you’re mapping.

Rankings

Choose whether the Rankings tab is visible in the app, and select which users should be able to see the leaderboard as well as Campaign Totals. If you’ve been using Reach for more than one election cycle, you can add a “Cycle Start Date”, which determines how we calculate “This Cycle” rankings. If you’ve only been using Reach for one cycle, you can leave this blank and that option will not be available in Rankings at all.

Chat

You can turn on or off your in-app Chat channel (more about Chat here).

Other Settings

General Settings

  • Who are you Reaching: Update the vocabulary in Reach to refer to “Voters”, “People”, or “Members”, depending on the kind of work you’re doing.
  • Time Zone: Determines the time zones used in your exports.

Privacy Settings

Here, you can choose to hide survey response data from users based on their permission level.

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