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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.

Campaign Basics

General Info

This is where you’ll populate your basic campaign details. Be sure to fill out all of these fields, as they’ll be displayed on your campaign card in the My Account Screen (more information on the My Account screen here). Add the following:

  • 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.
  • Election Date: Displays on your Campaign’s card on the user’s My Campaigns drawer.
  • Cycle Start Date: 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.
  • 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.
  • Help Desk Email: Linked from the Campaign Actions menu from the Campaign’s card in the user’s My Campaigns drawer. This is how your users 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.
  • 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 different kinds of response data from users, including Responses and Contact Information.

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 and customize the Greeting text displayed in the header of the screen. You can use templating like {{user.first_name}} and {{user.last_name}} to personalize your message, and emoji are fair game!

Network

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 a list of available relationship types which you have defined.
  2. Automatically apply a default relationship types: 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.

You can define all the available relationship types and change which one is the default on the Network Admin Screen.

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.

Chat

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

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