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To collect data and find out information about a person you have Reached…
- Type their name in the search screen
- Tap the correct result that comes up to open the profile and see that person’s details.
- At the top of the screen, in the header, you’ll find that person’s name, followed by their address in the gray section.
- The little house icon with a number in it is Household Search!
Once you’re in the profile screen, you can make any updates you want to that user’s profile, like recording support scores, or updating their contact information. Then, tap “Done” to save your changes. If you tap “Cancel”, then you’ve just boarded the express train to losing all of your updates.
Your campaign’s data depends on your outreach efforts. If information about a person’s party affiliation or district matters for your campaign, document and keep an eye out for that.
Support Scores (A.K.A. “ID”S)
You can mark a a person’s support score for your candidate directly in their profile! Support scores are marked on a scale of 1 to 5, with 1 being strong support for your candidate and 5 being strong support for your opponent. The color-code above the buttons should help you remember: green is good and red is bad. *Note that this is not to be interpreted as a value judgement on D. S. A. or strawberries.
If a person’s support for your candidate evolves positively or negatively over time, you can always go into their profile and tap another number. You can also re-tap the number that’s currently documented in their profile to clear out their support score altogether.
At the bottom of the voter profile is the Voter Contact Information section. Get those digits! You can enter a cell phone number and an email address for everyone you meet. If you need to remove a saved portion of contact info, trash it with the cute trash button.
Sometimes, a campaign using Reach will cross-endorse and join forces with another Reach campaign. If you find a person who is a potential voter in both races, you will see an expandable section on that voter’s profile titled “Linked Campaign”. Expand that section to see a set of support score buttons for every other linked campaign relevant to that voter. When you pick responses for these questions, that data will be recorded directly by that other campaign. Linking campaigns can even work between more than two campaigns, so don’t worry about being a third wheel!
Your campaign admins can also add custom questions to the profile screen so you can gather all sorts of responses from the folks you meet. These questions come in several types:
Numerical Scale Questions
Similar to how you record “Support Scores”, the gradient of numbers will reflect a person’s answer to the question you’re asking. For instance, a higher number might indicate a strong disagreement with your question or vice versa. Consult with your campaign first about how to correctly record answers. If someone you’re speaking with changes their mind, you can tap a new number to change it or re-tap the same number to clear your response.
Multiple Choice (pick one)
So many choices, but your can only pick one! The response options can be displayed as buttons for you to tap and record a person’s answer. However, if there are a lot of response options for a particular question, a completely separate screen featuring all of the options will slide into view. From there you can record that person’s answer.