Overview
Candidates have at least 2 records in the system, a Candidate Record, and an Contact Record. When a candidate is entered on the Run For Office page only the Contact record is created, unless an Contact Record can be found. If the Contact Record is found, it will be updated with current information (address, phone, etc). A Run For Office Activity is also created.
The Candidate Record is created manually from the CiviCRM | Add Records menu at the top of the page. Choose the New Candidate form.
Characteristics for the race can be found in the Campaign Overview section. Results are entered in the Campaign Results section. In order for an elected candidate to appear in searches for elected officials, the start and end dates of the term of office must be entered.
Before you add the Candidate record, you need to collect the following information about the Campaign for that person:
Campaign Status – Planning, Declared
Year – yyyy
Office Sought
Partisan Office – Yes,No
Party Label – Libertarian, Independent
Candidate Type – Choice, Informational, Challenge
Office Level – Federal, Statewide, State Legislature, County, Local
Primary – Yes, No
Petition – Yes, No
Incumbent – Yes, No
On General Election Ballot – Yes, No
Candidates In Race
Former Candidate – Yes, No
Election Date – mm/dd/yy
Website
Use the Search Article to find and edit people, candidates, and affiliates.
Activities and Notes for the campaign can be found by Saving or Canceling the Edit session, or by clicking View from the Search results. Then select the appropriate tab.
See also the Volunteers article.
Find Candidates
When a candidate submits the Run for Office page, a Run For Office Activity gets created. The search for that is
Adv Search
Activities
Uncheck With
Activity Type = Run for Office
Under Run for Office
Year = This Calendar Year
When the candidate becomes serious, the Campaigns Director creates the Candidate Campaign Record ( CiviCRM top menu, Add Records, New Candidate).
These records are found with
Adv Search
Basic
Contact Type = Candidate Campaign
Custom
Campaign Overview
Year = 2020
More Help
There’s more help here, but you’ll need the password from the Dashboard.
