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Field to Digital Playbook

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.

Ecanvasser turns those moments

into valuable campaign assets

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:

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Step 01: Configure

Configure media and consent fields so any canvasser can collect stories with minimal training

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Step 02: Record

Record video content directly in the Walk App and automatically tie it to the right voter record

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Step 03: Capture

Capture digital signatures and location data without disrupting the flow of a conversation

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Step 04: Sync

Sync all content and metadata securely to your campaign dashboard for centralized review

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Step 05: Export

Export media with consent, timestamp, and full attribution - ready to hand off to creative teams

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Step 06: Close

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.

Step 01

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

Ecanvasser Video Capture Process
Step 02

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

Ecanvasser Video Capture Process
Step 03

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

Ecanvasser Video Capture Process
Step 04

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

Ecanvasser Video Capture Process
Step 05

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

Ecanvasser Video Capture Process
Step 06

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

Ecanvasser Video Capture Process
Ecanvasser Video Capture Process
Ecanvasser Video Capture Process
Ecanvasser Video Capture Process
Ecanvasser Video Capture Process
Ecanvasser Video Capture Process
Ecanvasser Video Capture Process

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

Earth

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.

Don't forget to claim your Summit Atendee Offer!

Thanks for stopping by from Digital Campaign Summit! Get 15% off your first 12 months subscription with code CE2025 at checkout.
Coupon can be redeemed up to Sept 30th 2025.

Start using Ecanvasser for free today

Go from field capture to campaign-ready content in one connected workflow.