[Archived] Settings Overview

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Campaign Set Up Overview

 

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The Settings section in the admin view of Impactive will be your key place for setting up the most customizable features in the tool. 

To go to Settings, click the bottom tab in your navigation menu. There you will find a series of tabs to choose from that allow you to configure your campaign in various ways.

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Tags

Tags are true/false or on/off switches that can be applied to your Contacts and your Users. When creating a tag, you will want to make a unique name for it and specify its display order if you have a particular preference for the order you'd like it to be listed in when filling out a report.

Common tags include "Is Registered", "Will Vote", "Wrong Number", "Opt Out", among others.

You can learn more about how to use customized tags here.

Custom Fields

Custom Fields are flexible values that can be applied to your Contacts and your Users. They are different from Tags because Custom Fields can hold long blocks of text or allow multiple choice from a variety of options.

When creating a custom field, you will want to choose the Type of field. A TextField represents an open ended text block that can be entered by users. A common example of a TextField is the default "Notes" custom field that comes with every campaign. A SelectionField allows you to pick and choose from multiple choice options for the values that the volunteers can select. A common example of a SelectionField is the "Support Rating" custom field that comes with every campaign with the default options of "Strong Supporter", "Supporter", "Neutral", "Against", and "Strongly Against".

A few things to know about Custom Fields:

  1. You can reference custom fields in your scripts by using the "Slug" value. For example, {{custom_field_notes}}. This can be very useful to create dynamic scripts that reference certain attributes of your contacts. You can learn more about how to use these dynamic variables in your scripts here.
  2. If you reference the "Slug" of a custom field in a CSV import, you'll actually set the value of that custom field for those contacts. You can learn more about how to upload a list here.
  3. You can set the "Reportable" value to false if you don't want your volunteers to be able to make changes to this custom field in their reporting.
  4. You can set a "Fallback Value" for custom fields so that if you reference them in a script and the contact does not have a value for the field, it will use the fallback value instead.

Creating Tags and Custom Fields

Tags and Custom Fields are crucial for identifying the specific information about your support base. You can create a Tag or Custom Field by clicking either the + Create tag button, or the + Create custom field button. 

You'll notice when you click both buttons, you have the option to name your Tag/Custom Field. This will be the name the user sees when your tag is live in canvass reports. 

Tags will only ask you for a name of the item (remember, tags are either on, or off, i.e. Opt Out). For Custom Fields, you have the option to select from either:

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  • TextField - an empty notes field, in which the canvasser can fill in individualized notes, or
  • SelectionField - where users can select from a menu of options, i.e. support ratings on a scale of 1-5

Automations

Automations are a way to make certain actions in Impactive happen based on specific events for example: when users are joining your campaign, completing actions, and more.

They are still a new feature in beta. If you'd like to learn more about how to use the Automations feature, email support@impactive.io.

Integrations

If you are working with NGP VAN, or another voter file application, we can sync Tags and Custom Fields, so you never have to transfer work from Impactive into your VAN license.  To get started, click into the Integrations tab, and select + Create Integration. From here, you'll be prompted to add your VAN API key (so have this handy), and select the box to have any lists from VAN transfer over to Impactive as well.

One system will not replace the other––the key here is for the two systems to communicate with each other seamlessly, so work conducted in Impactive is automatically recorded in both places.

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Next you'll have the option to choose if you'd like to sync a Tag or Custom Field. Once you've made your selection, select your VAN integration so Impactive can classify whether the Custom Field is a Canvasser Response or something else, and attribute any VAN-specific objects or result codes.

 

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Texting

This is where you configure the campaign settings for Peer to Peer texting. Here are some things you can configure on this page:

  1. A start and end time for when volunteers are allowed to send text messages.
  2. Preferred area codes where you'd like your text messages to come from
  3. Fallback value for your volunteer's who haven't input a first name
  4. Fallback value for your contacts who you haven't input a first name
  5. Turn on/off outbound locking protection. We recommend leaving this on to prevent spamming your contacts with messages from various text banks.

 

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