Getting Data into Reach

Search Knowledge Base by Keyword

You are here:
< Back

The key to the Reach experience is searching an existing Data Set. Thus, in order to use Reach, your campaign needs to load the data you want your users to be able to search.

BYOD (“Bring Your Own Data”)

We function under a “bring your own data” model where we will upload whatever data you provide us. That data will not be shared with other campaigns. It is up to you to make sure it is accurate and current and complete.

Who Do You Want to Reach?

Think far and wide to Reach your goals! When thinking about which data set to chose, you want to capture the largest audience. If you’re an electoral campaign, this will probably be a voter file containing every registered voter in your district. If you’re a labor union, this might be a complete list of all your members or maybe a list of all the workers on a factory floor who you want to organize.

A note for electoral campaigns

The voters you load are your call, but we strongly recommend not limiting your data set based on targeting criteria like recent or frequent voters or really any sub-universe. One of the main purposes of Reach is to let you canvass voters who are explicitly not recent voters and will be excluded from traditionally targeted lists. To do this, you ideally want to load in the *entire* voter file.

If a canvasser meets someone at the farmers market who hasn’t voted in 10 years but is registered, she should still be able to canvass that person using Reach. If you limit it to only a sub-set of voters, there will likely be a lot of people you and your volunteers meet who will not be findable in Reach. Then, you won’t know why and won’t be able to capture data from that interaction and add them to your universe. We designed Reach to help you break free of targeting assumptions and canvass everyone, and if you load data with targeting assumptions baked-in, you will miss out on a big part of the advantage that Reach provides. 

What should be in the file?

Once you decide your audience, provide us with a CSV file of the those you would like to Reach. At the bare minimum, this file must include name information and at least one Unique ID number (like a state voter ID, a VANID, or a member ID). However, in order to optimize your Reach experience, provide us with as much information as possible. This might include location information, party registration, or demographics information. Include what ever you believe is the most useful information to Reach your goals, and we will load it up. This additional information will be displayed on the “Person Profile” screen that your users will see in Reach.

Where should you get the data?

We will take data from any source that can generate a CSV.

For electoral campaigns looking for voter data, many of our campaigns get their data directly from their state or county’s Board of Elections or Secretary of State office. In some states, this data is posted online for easy download. In others states, it is available to campaigns for low or no cost upon request. In other states still, it may be prohibitively expensive or complicated to obtain directly from the state.

If you have access to voter file data from an existing database or CRM like VAN or PDI and you have the ability to export that data freely, that works too.

If none of these options are available to you, we have relationships with well-established data vendors like TargetSmart and L2 who will sell you voter data with a steep discount if you’re going to be using it exclusively in Reach. For more information about this and pricing estimates, get in touch with us.

How to get your data to us

Email us and we’ll provide a Dropbox File Request link for uploading your data.

Was this article helpful?
Yes
No
Last Updated On May 29, 2019