You want to go to the local shopping mall and do a constituency survey but you aren't sure how? Look no further. Our Customer Success ninja shows you how to do this in just a few easy steps.
Registering your Account & Creating your Campaign
You can Sign Up for your Ecanvasser account, and create your first Campaign in the same manner as any other user.
Creating your Voter File
This file will serve as our base upon which to record our data.
We will have to create reference points for every person we intend to survey. For our survey, we want to engage with around 1000 people, across 3 shopping malls.
As such, we are going to create an Excel file with an entry for 400 people at each of three different shopping malls. Our Excel will looking something like this:
When inputting the Surname as a number, in order to ensure that it displays correctly, you will want to:
- Right Click Column B
- Select Format Cells
- Select Text
- Ensure that each cell contains the same number of digits; in this instance, with 1200 people, we will want to make sure that rather than beginning with 1, we begin with 0001.
Importing your Voter File
You import your Voter File as standard. You can find instructions on how to do this here.
Business addresses such as these will likely geocode automatically. That said, you may wish to review the information about manually positioning a location in our Mastering Geocoding article, for accuracy, if any issue presents itself.
Inviting your Team Members
The easiest way to make sure that the team members who will be carrying out the survey are set up and ready to go in a timely manner is to create generic accounts for them, for example, SurveyTaker001@gmail.com. These user accounts can be reused as often as necessary on your Ecanvasser account for later campaigns. Depending on the scale of your operation, you might want to consider having dedicated devices that your organization owns for this purpose.
We would advise a Permission Level of Canvasser for each Team Member who will be out in the field, while Campaign Manager would be appropriate for the Team Members who will be reviewing the data back in HQ.
Creating Survey Groups
You will now want to segment your People Database so as that each team member only sees the appropriate people to record their results.
You might want to visit the dedicated article on Creating Groups from the People tab. In this instance, however, to create a Group:
- Navigate to the People page
- Select the Houses tab
- Select Shopping Centre A
- Click Group, followed by Create Group
- Appropriately title the Group
- Assign the appropriate Team Member(s)
- Repeat steps 3-6 for the other locations
Creating your Survey
Create your new survey, as per the instructions and options outlined in Surveys.
Carrying out your survey
Having signed into their account on the Ecanvasser app, each user should begin accordingly:
- Select the Canvass tab
- Click on Houses
- Select their location
- Select Canvass
- Select Person 1
- Complete the Survey, select a reception rating and select Save
- Repeat steps 5 through 6, selecting the subsequent Person
Reviewing your Results
This should be the easiest part of your job thanks to our results tables. You should be able to see all the surveys answers in a clear cut manner like below.
We hope this use-case is helpful to you in setting up your first mass survey campaign but if you need any assistance from our customer success team then don't hesitate to contact us through the chat box.