Capture real conversations and turn them into campaign-ready content
Field is the heartbeat of your digital campaign. It’s where conversations happen in real time, where stories are shared, and where trust is built face to face.
Sadly, insights are written down but not shared. Stories are told once and then forgotten. The connection ends at the doorstep.
This playbook outlines a simple, repeatable workflow for capturing video and consent at the point of contact, syncing it securely to your dashboard, and integrating it directly into your campaign content workflows.
What You’ll Learn
This playbook walks through a field-to-digital content pipeline that connects real conversations to the core of your campaign’s communication strategy.
You’ll learn how to structure your canvassing flow to capture powerful media assets at the moment of engagement and how to do it in a way that is compliant, organized, and scalable.
Inside the Ecanvasser platform, you’ll see how to:
Configure media and consent fields so any canvasser can collect stories with minimal training
Record video content directly in the Walk App and automatically tie it to the right voter record
Capture digital signatures and location data without disrupting the flow of a conversation
Sync all content and metadata securely to your campaign dashboard for centralized review
Export media with consent, timestamp, and full attribution - ready to hand off to creative teams
Close the loop between your field and digital teams, making sure outreach and content strategy stay aligned
This workflow is designed for campaigns that need content that is fast to collect, safe to use, and rooted in real conversations.
Whether you’re running local canvasses or managing field teams across multiple regions, the same workflow applies.
Key Takeaways
Capture, Don't Change
You don't need to change how your field team works. You just need to capture what's already happening with built-in consent and compliance, from the start.
Context Creates Content
Every interaction can produce meaningful content, but only if you can capture it in context to create campaign-ready assets.
Ground Game Fuels Digital Speed
Digital campaigns move faster when the ground game supplies ready-to-use content that's captured from real voter conversations.
Database Becomes Library
Your voter database transforms from a simple contact list into a structured library of stories, signatures, and campaign-ready media.
From Field to Feed
Every campaign wants real voter voices in its digital presence. This is how you get them from first conversation to published content using just one platform.
Ecanvasser's media capture workflow is built directly into the tools your field team already uses. No additional apps. No complicated handoffs. No steep learning curve.
The process is simple enough for any canvasser to follow and robust enough to support your digital and compliance needs.
Set up the capture flow
Create custom media and signature fields that automatically sync to all team devices.
Add media field to trigger camera in Walk App
Add signature field immediately after for consent collection
Use clear labels like "Supporter Story" or "Consent to Share"
Field setup automatically syncs to every team member's Walk App
Record a story in the Walk App
Capture voter testimonials directly within the canvassing interface without switching apps.
Tap media field to open camera without leaving the app
Record voter speaking directly into device
Content saves automatically within interaction record
No need to manage storage or personal photo galleries
Capture consent in the moment
Collect verifiable consent with automated compliance documentation.
Have voter sign on screen with finger after recording
System auto-logs timestamp, GPS location and canvasser ID
Voter contact link will be automatically attached to signature
No manual file management or documentation required
Sync automatically to your dashboard
Content uploads seamlessly when device reconnects to internet.
Content packaged ready for use without chasing permissions
Auto-sync when Wi-Fi or data connection available
Videos, signatures, and metadata automatically match to correct contacts
Offline content queues for automatic upload later
Export with confidence
Package complete, compliant content bundles for creative teams.
Review videos and filter by user or location
Select files to export from dashboard interface
Export includes video, consent, GPS data, and contact metadata
Content packaged ready for use without chasing permissions
Activate content across your campaign
Deploy authentic voter stories across all campaign channels.
Use in targeted social ads and email sequences
Support fundraising appeals and donation campaigns
Create event promotions and recruitment content
Maintain transparent audit trail for all deployed assets
This is not a bolt-on workflow. It is a purpose-built system for capturing, organizing, and deploying real voter voices at scale.
Whether your team is five people or fifty, the process is the same. Simple in the field. Powerful in your digital strategy.
Designed for
Trust at Scale
Designed for
Trust at Scale
In a digital campaign environment where authenticity matters and compliance is non-negotiable, every asset you publish must be backed by trust.
With Ecanvasser, consent isn’t something you track in a spreadsheet or chase in a follow-up email. It’s built directly into your field workflow - captured at the source, stored alongside the content, and automatically tied to the voter record.
How Consent Works in the Field
GPS coordinates showing where the interaction happened
Every piece of content is automatically tagged with precise location data, giving you geographic context for voter sentiment and allowing you to map engagement patterns across districts and neighborhoods.
Timestamps for when both the recording and signature occurred
Detailed time records create a complete audit trail, documenting exactly when consent was given and content was captured to ensure legal compliance and campaign accountability.
User attribution so you know which staff member or volunteer captured the data
Clear identification of who collected each piece of content helps with quality control, performance tracking, and ensures proper credit for your most effective canvassers.
Linkage to the voter contact in your Ecanvasser database
Seamless connection between captured content and voter records means every story, signature, and interaction becomes part of a comprehensive voter profile for targeted outreach.
Why It Matters
Campaigns need to move fast, but not at the expense of credibility or compliance. Whether you're preparing content for social media, ads, fundraising, or email campaigns, you need to know three things about every asset:
Was marketing consent clearly granted?
You have a signed release, with full attribution.
Can we prove where and when this was recorded?
You have GPS and timestamp metadata, captured automatically.
Do we know who recorded it and who it’s about?
You have full traceability through your team and contact records.
Every video you export from Ecanvasser comes with embedded consent metadata ready to hand off to a content editor, legal team, or advertising partner. No loose files. No paperwork.
This is how campaigns of any size can create content that is not only effective - but also accountable, transparent, and compliant from end to end.
Whether you're a grassroots team with five canvassers or a national operation coordinating dozens of field offices, the workflow is the same.
Field teams work from the Walk App. Headquarters works from the dashboard. Everything stays connected, automatically.
Use this Ecanvasser Workflow at Scale
Filter Content by Region, Issue, or Tag
Segment media by local area, campaign priority, or messaging theme. Organizers can quickly surface the right content for each audience or geography.
Review and Approve in Real Time
Footage and consent data sync directly to your dashboard. Staff can scan, sort, and approve media daily - no chasing files, no offline folders.
Export Media Without Manual Handling
Select videos, verify consent, and export them to your editing or distribution tools. Everything travels with the required metadata - no file naming or folder sorting needed.
Stay Aligned Across Teams
Because all content is linked to voter records and campaign structures, you maintain context. Field organizers know what to capture. Digital teams know how and where to use it.
This workflow supports a range of campaign strategies - whether you're walking neighborhoods, attending community events, or meeting voters at their doors.
Meet Voters Where They Are
Fundraising with Community Stories
Capture short, authentic messages from supporters explaining why they’re backing your candidate or cause. These clips help connect potential donors to a larger shared purpose and improve conversion in fundraising emails and appeals.
Localized Video Ads
Turn regional field interactions into targeted ad creatives. Voter messages recorded in the field are edited and deployed based on geography, issue, or audience - helping campaigns scale personalization without increasing production time.
GOTV with Real Testimonials
In the final stretch of a campaign, authentic voices make the difference. Use field-recorded messages from engaged voters to power get-out-the-vote efforts across SMS, email, and social - delivering urgency and credibility from the people who matter most.
What's Built In?
Everything described in this playbook is part of your Ecanvasser platform:
Start using Ecanvasser for free today
Go from field capture to campaign-ready content in one connected workflow.
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