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 be labeled as such. The webElect platform comes pre-loaded with several group names, but you also have the ability to create your own, making the opportunities for voter segmentation and targeting virtually limitless. Once a group is made, voters can be added not only through different methods inside the webElect platform but they also can be imported from outside spreadsheets, databases, and voter-files by using the voter ID numbers.

WebElect also offers the Premium Tags add-on, which allows you to micro-target based on any of several professional and recreational licenses. For a complete list, visit the Premium Tags page.  



How-to Video:

Creating new tags/groups

To create new tags/groups, you can follow these steps:

  1. If you are starting from the old menu, select "Group Management" under Groups. From the new menu, select "Tags" under Administration.
  2. To add a new tag/group, select "Add new" in the top left corner.
  3. Enter in the name of the new tag/group, and be sure to hit save.

To delete groups/tags:

  1. Navigate to the group management/tags from the main menu.
  2. To delete one group/tag at a time
//SET UP BASED ON OLD, NEW, BULK, SINGLE//



Last updated by Alli Bundy, created November 4, 2015