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Frequently Asked Questions (FAQ)
Questions Data 1. How often is the data updated? 2. Who owns and who has access to the data? 3. What happens to our data if the subscription expires? 4. What happens to my data…
Last modified by Alli Bundy
Walk-Mapping Overview
Creating Targets and Packets Using the Walk-Mapping feature, campaigns can create Walk Targets based on demographics, voting history, or any combination of the different filters that webElect provides. For more information, check out the Targeting…
Last modified by Alli Bundy
Vote-by-Mail Info
This information only applies to state Primary and General election dates.  Local county and municipal elections not held on the same dates as state Primary and General elections must follow the Working With SOE Absentee…
Last modified by Doug Homan
Terms of Service
ACKNOWLEDGMENT AND ACCEPTANCE OF SERVICE AGREEMENT . The webElect.net Service, owned and operated by webElect.net LLC ("webElect.net"), is provided to you ("Customer") under the terms and conditions of this webElect.net Service Agreement. BY COMPLETING THE…
Last modified by Doug Homan
Volunteer Configuration
Volunteer access is ideal when your campaign is setting up projects that will require system access to work in, but you are not wanting create user accounts for each individual volunteer. Volunteer configuration allows you…
Last modified by Alli Bundy
Integrations
webelect can integrate with the following 3rd party services to provide additional capabilities, enahnce your data, or share your data.  Send an email to support@webelect.net to request additional integrations with a description of the use…
Last modified by Doug Homan
Voter Scoring - Florida
Voter ScoringVoter Scoring is a powerful component of the webElect.net voter targeting system. The score is used as a basic measure of predictability that a voter will vote. Scores range from 1 to 99 with…
Last modified by Doug Homan
Phone Bank Overview
Watch How To Setup a Test Project The integrated phone bank feature allows campaigns to efficiently contact targeted lists of voters via phone calls. For more info on how to make calls using our phone…
Last modified by Doug Homan
Mobile App Instructions
Install Instructions iPhone -  Open Safari and goto https://webelect.app (make sure you are not in Private browsing mode and must be Safari browser). Android - Open Chrome and goto https://webelect.app and click the Chrome menu…
Last modified by Doug Homan
Privacy Policy
Last updated November 29, 2023 This privacy policy for webElect.net, LLC ( "we", "us", or "our" ), describes how and why we might collect, store, use, and/or share ("process") your information when you use our…
Last modified by Doug Homan
Tags
This instruction is for the version 5 interface. You can switch your campaign to use version 5 by clicking the New Menu link in the footer, then Administration-> Settings and set the version to 5. …
Last modified by Doug Homan
Premium Tags
Premium Tags is an add-on that allows you to micro-target based on any of several professional and recreational licenses. This is useful when you want to send an issue message relevant to certain license holders, but…
Last modified by Doug Homan
Remove Already Voted
Overview This page demonstrates how to remove voters who have already cast a ballot in the upcoming election from your Walk Targets.  The removal method your campaign will use will differ depending on whether you…
Last modified by Doug Homan
Getting Started Guide
Table of Contents Logging In Versions Administration Look-up Voter Info Targeting Voters, Voter Lists, Labels, etc. Walk/Canvassing Sign Delivery Module Add/Merge Contacts Track voters with Groups Importing Data Finance Fundraising Mobile App Frequently Asked Questions…
Last modified by Doug Homan
Targeting Voters - Basics
OverviewThis page describes how to use the Targeting tools available in webElect to do a basic filter of your voter dataset based on a range of criteria. Once you pull a list of voters, you…
Last modified by Alli Bundy
Users
This page will go over how to add/remove users from a campaign as well as explain what each of the user levels grant access to. How to add/remove users from a campaign Step-by-step Instructions ADDING…
Last modified by Alli Bundy
Limited Access Users
You can now give lower level users more access to walk projects while still keeping the main project settings and more important functions restricted to only administrators. Once the project has been set up by…
Last modified by Alli Bundy
Reviewing New Notes
To review notes that were entered so that further action can be taken: From the main menu, click Administration -> Activity Reports. Click the Activity Time Series Graphs section and then "Go". Optionally you can…
Last modified by Doug Homan
Targeting Voters
Overview This page is the central hub of webElect's guide to our voter targeting tool. Read the descriptions below of each targeting technique and then click the titles to view how-to videos and written step-by-step…
Last modified by Doug Homan
Clients and Testimonials
Mac Wright, CEO at Razor Thin Wins, Winter Park"As a voice broadcast consultant I have to say after 16 years of experience that your records system is the easiest, most affordable and quickest file generation…
Last modified by Doug Homan
Unused Prepaid Credit Refund Policy
webElect utilizes prepaid credits to pay for services in which we incur costs at time of usage.  Due to the fleeting nature of campaigns, we must do this to protect ourselves from campaigns terminating prior…
Last modified by Doug Homan
Icon and Code Legend
Voted Status Codes The following is a list of codes used to indicate voting method as provided by the Division of Elections. Status Code Voted by Mail A Vote-by-Mail Ballot Not Counted B Voted Early…
Last modified by Doug Homan
Vote-By-Mail Status Codes
The following is a list of Vote-by-mail Status codes as provided by the Division of Elections: Status Code Cancelled C Voter Error E Returned Too Late L Returned with No Signature N Provided (Mailed)** P…
Last modified by Doug Homan
User Location Data
Why To Use Location Data Allowing the webElect App to access your phone or device's location data enables the user to see his/her location on the Map interface of a Walk Packet, represented by a…
Last modified by Doug Homan
Mobile Apps
webElect has multiple options for accessing from a mobile device, each with different strengths: Mobile Web Our mobile optimized website is best to use for all tasks except canvassing, where the specific features of our…
Last modified by Doug Homan
2022 Redistricting and VBM Updates
Update Thu 7/7 2am We obtained and processed updated voter data from the SOEs of Miami-Dade, Polk, and St. Lucie counties. Campaigns in those counties should verify that their list of precincts shown on Targeting…
Last modified by Doug Homan
Redistricting 2022
We now have the ability to proivde State House, Senate, and Congressional campaigns with their proposed district of voters based on the redistricting maps passed by the legislature (House H8013 , Senate S8058 , Congressional…
Last modified by Doug Homan
C0109 District Party Stats
The following counts should be aprox 98% accurate using the voter registration data as of 2/28/2022. District REP DEM OTH 1 279,738 126,997 126,950 2 204,022 207,018 98,360 3 206,128 181,238 107,530 4 207,478 199,122…
Last modified by Doug Homan
School Board Demo
Voter Data Sources County Supervisor of Elections Custodian of record (originating source of the data) Data may or may not be free depending on county Some counties are easier to obtain then others Data can…
Last modified by Doug Homan
REC Demo
Demo Overview Enhance Data with Tags View the scriptRecruit REC Members and DonorsEfficiently Deliver Yard SignsTarget "At-Risk" REPsGOTV with Adopt-A-VoterNotable FeaturesThis section is not yet complete.  Some features are well documented so use the search…
Last modified by Doug Homan
July Absentee Issue (Congressional Report)
The following is a list of precincts in each Congressional district that were affected by our July Absentee Issue.  Any AB reports pulled between July 15th and July 26th that included these precincts were affected.…
Last modified by Doug Homan
July Absentee Issue (Senate Report)
The following is a list of precincts in each Senate district that were affected by our July Absentee Issue.  Any AB reports pulled between July 15th and July 26th that included these precincts were affected.…
Last modified by Doug Homan
Configuring webElect Finance for Your Next Campaign
Overview:This document explains how to configure the Finance module for your next campaign by archiving old bank accounts, creating new accounts, and changing your finance reporting ID number and calendar dates.How-to Video:Step-by-Step Instructions:1. Archive old…
Last modified by Jake Friedman
Ringless Voicemail
Overview Ringless Voicemail (RVM) is a feature that delivers a recorded message directly to voicemail systems without placing a call to the phone. This provides for mass delivery of messages direct to most cell phone…
Last modified by Doug Homan
Beta Features
The following features are currently in beta testing.Campaigns can request access to these new features that have not yet been formally released and require beta testing.  These features may be incomplete and more likely to…
Last modified by Alli Bundy
GOP Data Center
Campaigns needing to share their data with the GOP Data Center can now do so for walk data.  Phone Bank data sharing will be coming soon. 1) In the old menu, click "Campaign Settings", scroll…
Last modified by Doug Homan
Prioritizing Polling Places
To find out which precincts have the greatest potential for election day voters, you can follow this process in Targeting: Set the Early/VBM Voted status to Exclude Already Voted (EV and VBM) (since we only care…
Last modified by Alli Bundy
Changelog
4/7/15Fixed walk packet listing so the time update value does not change when system updates occur2/9/15Added Activity Reports link to Main MenuAdded Walk Summary Report to Activity Reports Menu showing walk activity of volunteers.10/30/14Added the…
Last modified by Doug Homan
Combining Data From Two Spreadsheets
If you have data in one spreadsheet you want to append onto matching records in another spreadsheet, you can use the VLookup function.  Here's the requirements: Both spreadsheets must have a unique identifier (like voter…
Last modified by Doug Homan
Race Codes - Florida
These character codes are used for race designation. We usually use the character code but occasionally you will see Florida's original numeric code also listed here.   1 I American Indian or Alaskan Native 2…
Last modified by Doug Homan
Reimbursement Transaction Entry Instructions
OverviewCampaigns often have to reimburse an individual who made purchases on behalf of the campaign. Due to changes in Florida law, not only does this reimbursement need to be recorded as an expense on the…
Last modified by Jake Friedman
Data Retention
OverviewwebElect always retains your saved data even for voters no longer in your district. All data remains tied to the voter's voter ID regardless of whether or not they are in your current district/data set…
Last modified by Jake Friedman
Orange County SOE Voter File Formulas
OverviewTo filter a voter file from the Orange County Supervisor of Elections, use the formulas provided below. The first formula filters for a specific election by date. Additional formulas are also listed to help you…
Last modified by Jake Friedman
Sign Delivery Module
Note: To use the mapping features, you must have paid for the Google Maps Integration option. Overview Track sign requests by looking up individual records on the website, updating the mobile walk app, or by…
Last modified by Doug Homan
Email Addresses
Email addresses in webElect come from a variety of sources, indicated with the Source Codes listed in the table below.  The addresses provided are exactly as they are recorded from the various sources.  We do…
Last modified by Doug Homan
Birthday Messaging
You can contact your targeted lists by birthday using the "Birthdays" output options in Targeting.  After selecting your target of voters, choose a date range of birthdays to export or print labels for.  The labels…
Last modified by Doug Homan
Data Schema
Voter Address Phone Email Voter Name Type Key Explanation VoterId INT (0 to 4294967295) Primary This is the state's voter ID and is unique across the state. The state uses a 9 digit number that…
Last modified by Doug Homan
Barcode Scanner Set-up
Symbol LS-2208 Barcode Scanner We recommend this laser barcode scanner. The cheaper non-laser scanners can not scan the compact barcodes we use on reports. Amazon Link: https://amzn.com/B01DMWD3CO The default settings for the LS-2208 Barcode scanner…
Last modified by Doug Homan
Campaign Sidekick Integration
li, h3 { clear: both; } img { margin-bottom:15px; } Overview Use webelect to create targeted lists of voters, then "Send to Sidekick" to push the list to Campaign Sidekick. Sidekick will receive the targeted…
Last modified by Doug Homan
Phone Numbers
Records in webElect can have multiple phone numbers added from different methods and sources. Most times, you only want a single number for a record so we prioritize multiple numbers for selection as the "Best…
Last modified by Doug Homan
weWalk Canvassing App
The weWalk canvassing app is a simplified walk app used when you need the easiest method to get large groups of volunteers knocking on doors. It is accessed in Safari or Chrome mobile browsers at…
Last modified by Doug Homan
Petitions & VBM Request Forms
Petitions and VBM Request Forms Petition & VBM Form Set-Up Printing Prefilled Petitions Printing Petitions in Walk List Order Petition & VBM Form Set-Up***BE SURE TO VERIFY YOUR SOE WILL ACCEPT THE FORMS BEFORE USING***…
Last modified by Alli Bundy
Orange County Municipal Issues
This issue is no longer! The Orange SOE has changed their system and has standardized precincts across all district types. Orange County Supervisor of Elections uses a separate numbering system for municipal precincts then the…
Last modified by Doug Homan
Features
Most webElect features are available as part of our monthly subscription packages and are listed in the Feature table below. A few features are available as stand-alone options that are paid in full once per…
Last modified by Doug Homan
Activity Reports
Overview This page will go over how to use webElect's various Activity Reports for tracking walked houses, quickly updated homes, phone calls, and time graphs to keep track of users. Walked Houses Phone Call Summary…
Last modified by Alli Bundy
Walk/Canvassing Overview
Videos Creating the Walk Target and setting app options on the website: http://youtu.be/oTznvwjcsG8 Using the mobile app to walk the Target: http://webelect.net/pub/docs/show/canvassing-with-the-mobile-app Removing voters who have already cast a ballot from the Walk Target: http://webelect.net/pub/docs/show/remove-already-voted…
Last modified by Doug Homan
Merging Duplicate Records
It may be necessary to merge duplicate records if a campaign finds that they have a contact record for someone that is separate from their voter record. Step-by-Step Instructions If you are not already using…
Last modified by Alli Bundy
Primary Republican Phones
Improve the number quality over the base numbers in webElect by adding the Premium phone append data from a 3rd party phone append vendor.  Usually this service runs per number appended, but by offering a…
Last modified by Alli Bundy
Making Calls
Making Calls This page will go over how to go over making calls using the three phone banking options, Standard Dialing, Powerdialing, and VoIP.  Standard Dialing Power Dialing VoIP Standard Dialing**Standard dialing is included in the…
Last modified by Alli Bundy
Group Management and Tags
Overview: Your campaign has the ability to track voters and contacts by adding them to groups/assigning them to tags. For example, voters who support, oppose, or are undecided in their preference toward a candidate can…
Last modified by Alli Bundy
Segmenting Mailing Lists by Voting Methods
This page will explain how to create different mailing lists from one target based on which method the targeted voters used to vote. This will allow you to segment those who voted early, by mail,…
Last modified by Doug Homan
GOTV / Adopt-A-Voter
This page will explain the features of the GOTV (Get Out The Vote) feature and provide instruction as to how it works. What does the GOTV feature do? The GOTV/Adopt-A-Voter feature allows you to target…
Last modified by Doug Homan
Query Output Options
Query Output OptionsOverview This page explains the different query output options and how to use them. Once you have finished running your query, you will arrive at the Query Processing Options page and see the options…
Last modified by Alli Bundy
Targeting Voters - Precinct/Target Analysis
OverviewUse this technique to analyze precincts based on voter targeting criteria of your choosing. Once the data-set is filtered, you can see  how many registered voters each precinct contains and the party breakdown, how many…
Last modified by Alli Bundy
Entering Walk Packet Results
Entering Walk Packet ResultsOverview There are several ways to enter results from your walk packets. Use the webElect App to enter data on your smartphone/device as you walk! Visit our Mobile App Instructions page for set…
Last modified by Alli Bundy
Contribution Query
OverviewThe contribution query tool allows you to filter contributions filed with the Florida Division of Elections since the 2006 election cycle by recipient and donor criteria.  Results are sorted in descending order by total amount…
Last modified by Doug Homan
Website Signup Forms
PRO featureSignup forms allow you to collect contact information from interested website visitors.  Unlike other services' signup forms, webElect interactively links the submitted info with the visitor's voter record allowing you to utiilize this info…
Last modified by Doug Homan
Link to MailChimp
PRO Feature Linking to MailChimp allows you to link webElect Groups/Tags with MailChimp List Groups such that anytime a voter is added to one of your webElect Groups/Tags and has an email address, they will…
Last modified by Doug Homan
Working With SOE Absentee Data
webElect has the ability to automatically load AB data from the Florida Division of Elections for elections held at the same time as the statewide Primary and General elections.  If your election is not held…
Last modified by Alli Bundy
Changelog (app)
18.31 - 6/15/2018 Fixed issue where only action on a survey form was removing the voter from a group not being saved Fix for display issues sometimes running off the screen or rending the headers…
Last modified by Doug Homan
Canvassing with the Mobile App
OverviewThe webElect Mobile App gives a campaign the ability to identify targeted voters/households on a map, review information about voters while walking up to knock on a door, and record information obtained in a canvassing…
Last modified by Doug Homan
webElect Videos
Table of ContentsTargeting VotersWalk/CanvassingQuery Output OptionsFinanceFundraisingGroupsTargeting VotersTargeting BasicsLearn the basics of how to pull voter lists and target specific blocs of voters in your campaign dataset.Target Voters Using Municipal and Special ElectionsLearn how to use…
Last modified by Doug Homan
Map Target by Precinct
Overview Instead of having to look at the entirety of a Walk Target on the map, which can be overwhelming and difficult to create packets on, webElect gives you the option to map a single…
Last modified by Jake Friedman
Targeting Gated Communities
Overview This page describes how to target voters who live in gated communities and thus are hard to reach via canvassing. Query these voters like you would any others, save it as a Walk Target…
Last modified by Jake Friedman
July Absentee Issue
Who is affected? Anyone running AB reports on July 26th between 3pm and 9pm likely missed 5% to 30% of AB records, depending on the county and precincts selected. Prior to 3pm on July 26th…
Last modified by Doug Homan
Importing Data
OverviewThere are 3 main reasons campaigns import data to webElect: Tag voters into Groups based on external lists. For example, placing voters into Support/Oppose groups based on results exported from a VoIP system, or tagging…
Last modified by Jake Friedman
Targeting Voters - Combine Multiple Queries
OverviewOne advanced technique for complex targeting efforts is to combine queries by running the Query/Targeting tool multiple times. For example, you can make a group composed of voters who have either voted in specific municipal…
Last modified by Jake Friedman
Targeting Voters - Municipal and Special Elections
OverviewOne advanced targeting technique is to use non-standard election dates as criteria to select voters. This is especially effective when filtering for municipal and special election voters. Note: Make sure to test that the county…
Last modified by Jake Friedman
State Finance Reporting Instructions
OverviewwebElect provides convenient automation for the preparation of your campaign finance reports. In order to use this tool, all contributions and expenses must already be entered for the given period. Once this is complete, click…
Last modified by Jake Friedman