Create a Canvassing Campaign

Create a Canvassing Campaign

Mobile App 


  1. Along the bottom bar, select Maps tab, indicated with a "location icon"
  2. Tap any Location in the area you want to create a Canvass
  3. Along the bottom bar, select Campaigns
  4. Tap Create New Campaign
  5. Pick at least three Points to create a Canvassing Campaign
  6. Tap Regional Color
  7. After picking the Color and Opacity, tap Next
  8. Give the campaign a Name and assign it to a User
  9. Tap Create


Desktop App



  1. Along the left-hand bar, select Maps tab, indicated with a "location icon"
  2. Tap any Location in the area you want to create a Canvass
  3. Select Campaign tab
  4. Click Create New Campaign
  5. Fill out Campaign Name, Status, Assign User(s), and Canvass Color
  6. Using the map, click at least three points to draw the Canvass *to complete the canvass, click the first point
  7. If necessary, drag the Canvass to the correct location
  8. Click Confirm



    • Related Articles

    • Edit a Canvassing Campaign

      Mobile App  1.  Along the bottom bar, select Maps tab, indicated with a "location icon" 2.  Tap any Location in the area you have a campaign 3.   Select Campaign tab 4.  Tap the Canvassing Campaign to edit 5.  Tap Edit Details 6.  Update information ...

    • Delete a Canvassing Campaign

      Mobile App  Along the bottom bar, select Maps tab, indicated with a "location icon" Tap any Location in the area you have a Campaign Select Campaign tab Tap the Canvassing Campaign to delete Tap Delete to the left of "Edit Details" Tap Confirm ...

    • Create Custom Roles

      Introduction There are a dozen pre-set roles in the app that will fit many company's needs . However, a company may find it needs particular roles the app does not have. A Custom Role is a tailored set of permissions given to a role that is then ...

    • Create an Asset

      Definition An Asset is a piece of property, such as a building, that has a physical location and is indicated with an icon on a map. An Asset has an owner, manager and/or tenant that are a potential Contacts. An Asset also always has an attached ...

    • Create a Contact

      Mobile App Create a Stand Alone Contact  Select Contacts tab along the bottom, indicated by a "person" symbol Tap ➕ on the bottom right Fill out contact info and tap Create Learn how to link a Contact to an Asset Here Create a Contact on an Asset ...