If you've set up an assigned or shared list canvassing action and gotten users involved, it's time to track your canvassing results! This article covers the types of data you can gather from canvassing, where to find performance statistics, how to export data, how to sync data to third-party systems like VAN/EveryAction, and more.
Gathering Data from Assigned/Shared List Canvassing Actions
There are two types of data that you can gather from assigned or shared list canvassing actions:
Basic data, that a certain contact was canvassed at a certain date/time
Additional data gathered from a user's report on that contact, in the form of tags and custom fields designated in the action's report settings
Basic Data: Canvassed At
Impactive generates one basic data point, Canvassed At, from an assigned/shared list canvassing action automatically; you do not need to take any steps for this custom field to be automatically generated. This default custom field stores when a contact was last messaged OR reported on from a canvassing action (both trigger a timestamp, but the custom field is overwritten by whichever comes later).
Additional Data Gathered
While not every canvassing action is intended to gather data on contacts (it might just be about sending a message!), most of them are. If you desire to capture data on contacts, you'll designate tags and custom fields to add to the action's report settings. These tags and custom fields will be shown to users for them to fill reports on contacts.
Monitoring Assigned/Shared List Canvassing Results
Results from an assigned or shared list canvassing action, like all other actions on Impactive, can be monitored from the action's results page. You can find the results page either from the action's individual page:
Or from the results link for that action within the All Actions or all Canvassing actions list pages:
Canvassing Summary Results
The results page will display the following summary metrics:
Outreach Performance
List Size: Total number of unique phone numbers in the contact list used for this action.
Outreach Sent: Total number of messages sent across all types.
Postcards Sent / Texts Sent / Calls Made / Emails Sent / Social Media DMs Sent: Total number of messages sent for this particular type; your results page will only show metrics for the script types that were created in action setup.
Link Clicks: Total number of link clicks on links contained in either initial or response message scripts.
Fundraising Performance (more on ActBlue integration options here)
Total Raised: Sum of all contributions to this ActBlue form from this specific action.
Average Donation: Total raised divided by the number of total donors who contributed to this ActBlue form from this specific action.
Link Clicks: Total number of clicks to the ActBlue link contained in either initial or response message scripts.
Donors: Unique donors who contributed to this ActBlue form from this specific action.
New Donors: Unique donors who contributed to this ActBlue form from this specific action who had never donated via any form before.
User Activity
Participating Users: Total number of users who sent at least one initial message.
Response Scripts Sent: Total number of follow-up messages (response scripts) sent by users to contacts.
Reports Filled: Total number of reports submitted by users.
Exporting Canvassing Data
You can generate CSV exports of data from Data > Exports > + New Export; select an export type (Messages is a common export type for canvassing actions), and optionally filter that export for a certain action and/or for certain dates.
Syncing Canvassing Data to Third-Party CRMs (VAN/EveryAction, etc.)
Syncing data to third-party CRMs, like VAN/EveryAction, works the same for assigned and shared list canvassing as it does for all other action types across Impactive. Read more about how to set up integrations, including how to set up sync instructions to map specific data fields between Impactive and a third-party CRM.
Head to Data > Integrations > + New Sync Instruction to set up sync instructions in order to send canvassing data to VAN/EveryAction and other CRMs. Recommended setup for the canvassing-specific custom field (Canvassed At) is described below; for any other tags and custom fields gathered from canvassing reports, set up sync instructions in the standard format used across all action types.
Syncing Canvassed At for VAN/EveryAction
Our recommended sync instruction format for syncing the default Canvassed At custom field (which is a timestamp, date and time) to VAN/EveryAction is:
Instructions For: NGP VAN
Instruction Name: [write a clear name]
Target State: [typically Any, unless this sync should be filtered for only contacts in a certain state]
Instructions for: Custom Field
For Custom Field: Canvassed At
Target Value: Any
Sync CustomField with Integration: [select the correct API key]
Database Mode: [either My Campaign or My Voters, depending on your VAN setup]
Type: Canvasser Response
Object: [Object of your choice, often SMS Text]
Result Code: [VAN result code of your choice, often Texted]