Data Sharing
The purpose of our Data Sharing program is to allow activists and affiliates to 1) reach out to interested party members and voters; and 2) maintain accurate records for doing so. We share data with Affiliates and Activists by either …
Phone Bank
Organizer Instructions 1. Select the people you want to call through either Advanced Search or Search Builder. See the Search article. 2. Assign the selected people to a Phone Call Activity. See the Activity article. During this process, you can …
Activities
Activities record any contact you have with any of the people in our database. When you log in and go to CiviCRM, you will see any activities that have been assigned to you. You can return to this page by …
Treasurer
Refunds Refunds can be entered by selecting the donor using any Search function, then select View>Contributions>Edit. Refunds are entered as a negative amount, like “-10.00” (no quotes) for a $10 refund. PayPal Donations PayPal donations do not go through CiviCRM, …
Email Guidelines
All statewide emails must be approved and scheduled by the Database Manager. LP National’s Affiliate Support will accept statewide emails only from the Database Manager or equivalent in each state. Turnaround is usually 2 days. Get it to me Monday …
Volunteers
Volunteer information can be found on the Volunteer tab under Custom as well as on the Activities and Notes tabs on the View screen. Please record all interactions with volunteers on either the Activities or Notes tab. If someone no …
Outreach Director
Volunteers You can find volunteers using the Advanced Search tool in CiviCRM. See the Search article. You can search a county in the Address section and select for volunteers in the Volunteer section under Custom. See also the Volunteers article. …
Posts – Add and Edit
On the left sidebar menu is an entry for Posts. This is where Press Releases, News, Letters to the Editor (Op-Eds), and Resolutions are entered. You can also see and change previous entries. Generally speaking, you should probably compose and …
Events – Add and Edit
On the left sidebar menu is an entry for Events. This is where Meetups, Business (Board) Meetings, and Volunteer Activities (road cleanup, etc) are entered. You can also see and change previous entries. Generally speaking, you should probably compose and …
