Getting Started with RunningMate

You’ve joined RunningMate - that’s great! Now what?

Setting up your account

After your organization has decided to join the platform, signed the user agreements, and submitted your payment information, you will receive an email inviting you to finish creating your RunningMate account.

The subject line will say “Welcome to RunningMate!” and will come from no-reply@runningmate.io. It will contain a message like the one in the screenshot below prompting you to complete your account setup. You will then receive an email from a team member with more information to get started.

Click the Complete Registration link to create your password and finish the account setup. Once complete, you can log in by visiting runningmate.io. Your district will be shown when you log in.

Watch the video above for a walkthrough of the platform! If you have any questions after watching, please feel free to schedule time during our daily office hours - linked here.

Users can choose to download this Getting Started Guide - simply visit the link, then click File and Download as PDF.

RunningMate is Civitech’s voter file and data visualization platform, built for accessibility and ease of use. We are excited to partner with your team to help make an impact. This guide provides direct links to help articles organized by topic, making it simple to find the resources you need. You can also access these articles anytime from within the platform by clicking on the question mark icon.

Get started with the platform:

Roles, Permissions, and User Management – Workspace owners and admins can add unlimited users to their workspace. This article explains the permissions associated with each user role.
Creating Tags in your workspace – Before starting canvassing or other outreach activities, Data Managers, Admins, and Account Owners should create tags for any data points they want to track. These tags can then be applied later when building targeted universes.
Setting and Tracking Goals – Calculate your turnout estimate and win number, then set your voter contact goals. As you engage with voters, you can track your progress toward meeting those goals in real time.

Creating your target audience:

Saved Filters – This article walks through creating a target audience using filters on the home page and shows you how to save that filter set for future use.
Universe Builder – For more complex targeting, use the Universe Builder. For example, you can create a query for voters who participated in 3 of the last 5 general elections. This article explains how to use this tool in RunningMate.
Static Lists – Create a static list from existing Saved Filters or Universes for use in Canvassing Programs. This article provides step-by-step details on how to build and manage these lists.

Canvassing & Phone Banking Using RunningMate:

Programs, Packets, and List Segmentation – Create a Canvassing Program then automatically divide a list, either by geographic bundling or by precinct. This article guides Data Managers, Admins, and Account Owners through the steps to set up a canvassing program and generate packets.
Canvassing – Select your canvassing program, then choose a packet to work from. There are no apps to download—users can simply log into the platform through a mobile web browser and get started.
Phone Banking - Choose from any of the assigned packets to start making phone calls, using your own device.

Questions?

Ask Elena – Elena is Civitech’s AI support assistant with access to the full library of help articles. You can access her anytime by clicking the question mark icon, then holding down the microphone button to ask your question. Elena can also assist with translating conversations.
Email the team – support@civitech.io
Sign up for daily office hours Monday through Friday, to meet with the Civitech team and have your questions answered directly.

For more information, view the following help articles: