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Relational Postcarding on Impactive

Updated over a week ago

Impactive now offers postcard options for our two relational organizing features - friends and family messaging, and assigned/shared list canvassing!

Volunteers can now use either one of those action types to craft custom postcard messages for either their personal contacts (friends and family messaging) or a list of contacts assigned/shared with them (assigned/shared list canvassing). While Impactive does not facilitate the actual mailing of postcards, volunteers can use Impactive to write the postcard messages, and admins can export that data to forward on to a mail vendor for the actual sending.

(Need recommendations on a mail vendor to use? Reach out to us at [email protected].)

Relational Postcarding via Friends and Family Messaging

Via friends and family messaging, volunteers can send customized postcards to their own friends and family members. Postcards can be used to encourage friends and family to register to vote or GOTV, get involved with a cause, join a union, and more! Postcards can be customized with the user's personal message, and even with the user's photo.

Here's a basic overview of the postcard option for friends and family messaging:

  • Set up a friends and family messaging action, and add a Postcard script. (If you want volunteers to focus on postcards for a particular action, we recommend not adding additional script types - for texting, etc. - and solely adding a Postcard script so volunteers can focus on that outreach type.)

  • Just like any other F2F action, volunteers will open the action and select how they want to reach their contacts - if only a postcard script type has been created, they'll only see the postcard option. They can customize a photo to add to their postcards; by default, this photo is the user's profile photo from their Impactive photo, but they can upload another if they choose. Then, they'll select which contacts they want to send a postcard to. For each contact, they will:

    • Confirm the address to send the postcard to. If their personal contact has already been successfully matched to the voter file via the initial Impactive contact sync, they'll see that address and can simply confirm it. If the contact was unmatched, they can search the contact in the voter file to find their address there, text the contact to get their address (a pre-filled text message can be generated), or manually enter their address.

    • See the postcard message that will be sent to their contact.

  • You, the admin, can then use the Messages export under Data > Exports to receive a CSV file of every postcard created by all users, with the user's name, custom message, URL of their photo (which you may or may not use, depending on your postcard design arranged with your mail vendor), and the contact's address.

  • This CSV can be sent to a mail vendor to create and send the actual postcards.

Relational Postcarding via Assigned/Shared List Canvassing

Via assigned or shared list canvassing, volunteers can send customized postcards to contacts that the admin has uploaded. Postcards can be used to encourage those contacts (who will usually be strangers to the user) to register to vote or GOTV, get involved with a cause, and more! Postcards can be customized with a personal message from the user.

Here's a basic overview of the postcard option for assigned/shared list canvassing.

  • Set up an assigned/shared list canvassing action, and add a Postcard script. (If you add a postcard script, you won't be able to add scripts of other types - to help users focus on solely postcards for that particular action.)

  • Just like any other canvassing action, volunteers will open the action and see their assigned batch of contacts (assigned list canvassing) or select which contacts they want to reach out to from the shared list (shared list canvassing).

  • Then, they'll move on to customizing a postcard for each contact. They'll start with the postcard script written by the admin during action setup, and can further customize the script to their liking.

  • You, the admin, can then use the Messages export under Data > Exports to receive a CSV file of every postcard created by all users, with the user's name, custom message, URL of their photo (which you may or may not use, depending on your postcard design arranged with your mail vendor), and the contact's address.

  • This CSV can be sent to a mail vendor to create and send the actual postcards.


Do you have feedback on this feature? It's new, and we're open to suggestions on how to improve it. Drop us a line anytime at [email protected].

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