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.

Add Users

Add volunteers, data managers, or data viewers to your RunningMate instance. Admins can click their name in the upper right corner of RunningMate, then select Users.

Visit the Roles and Permissions help article here, to better understand the user roles.

If you have any questions or run into any issues when setting up your account, reach out to the Civitech client success team member who onboarded your team or email support@runningmate.io.

Watch a walkthrough video here, or keep scrolling to continue reading.

Using RunningMate:

After logging in, users will be able to view their assigned district.

The center Target Summary shows the overview of your District. The map itself is interactive: users can click precincts to isolate them or zoom into the map all the way to the household level. Use the filter panel on the left to filter and narrow down your target populations, then download the lists and perform outreach. Import the data and use Goal Tracker to set goals, then view your progress-towards-goal at the district or precinct level.

Users assigned multiple districts can select the others using the dropdown arrow at the top left of the screen.

Use the Filter Panel to narrow your target audience.

Users have the option to use Civitech’s pre-set Base, Turnout, Persuasion, and Registration filter settings, or to mix and match according to the needs of their district. Filter by precinct, actual voting history, or modeled partisanship and turnout. Use demographic filters to help tailor your campaign’s messaging plan across the district.

When in doubt: filter by Party Lean.

50-100 should represent folks that lean Democratic.
- In districts that tend to vote heavily Democratic or Republican, the model may show few "Likely opposite party" targets, with some unknown targets.
  - You know your district better than we do, and RunningMate empowers you to import data to reflect the realities of your district's constituents.
  - In these cases, users may need use other creative filtering methods, such as Demographics or past voting history.
- Narrow the audience further by selecting 70-100 Party Lean, or by layering demographics onto the filter criteria.

If the user has already imported data with support scores or custom tags, use the filter panel to create lists of these targets for further outreach.

Use the Download Tool to download the list you’ve created.

Three download options currently exist for RunningMate users.

Download Registered Data: Use that CSV download option to view the voter file with the selected filters, and current support scores or tags that may have been added by the campaign, It will also include vote history, primary voting history, voting districts, etc about each person.
Download File for Outreach: Update support scores in the new_support_score column, or add custom data tags using the new_tag columns.
Download Unregistered Data: Download the unregistered data with the currently selected filters.
Unzip the downloaded file, so it can be used in Excel, Google sheets, etc.
- To unzip the file on a Mac, double click the downloaded zipped file.
- To unzip the file on a Windows computer, right click and select Extract.
  - Some computers will need to have a tool installed to unzip files, if it does not already have one. We recommend visiting https://www.7-zip.org/ to download the 7-Zip tool.

This is what the exported zipped file will look like in your downloads.

Use that list to canvass, make phone calls, send mailers, or any other outreach your campaign is able to accomplish this cycle.

These are the columns included when users download the File for Outreach. The blue shaded column-headers are the Civitech-specific columns needed for importing data back into the platform.

Bulk-add tags or survey scores via this type of spreadsheet.

Import your data back into RunningMate using the Data Management tool.

Add Tags for your entire Workspace

Account owners and administrators need to add the tags that will be available for the users in your workspace to access. This will help keep your data clean and unified.

A few tag ideas are:

Strong supporter
Wants to donate
Wants to volunteer
Wants yard sign
Primary issue: education
Primary issue: abortion
Primary issue: LGBTQ rights
Primary issue: climate
Contact after 5 p.m.
Works overnights
Preferred contact method: text, email, phone
Requests callback from candidate
Dogs: large
Dogs: small

Get as creative as you need with the custom tags. RunningMate empowers campaigns and organizations to import and track data in a very granular way, then cut lists including or excluding those folks.

For more information on importing your data into the tool, visit the Importing Your Support Scores and Data Tags help article.

Canvassing on RunningMate via your mobile device

Canvassing and face-to-face conversations with voters is one of the most effective methods for persuading and turning out reluctant voters.

As your team of staff or volunteers makes contact with people in the field, they can log in to RunningMate on their mobile device, then search for individuals or addresses. Volunteers can update the Survey Responses, like the Support Score and Registration Intent; they can also add data tags to reflect information your campaign or organization will want to capture.

Use Goal Tracker to calculate your win number, set campaign goals, and view your progress-to-goal at the district or precinct level.

Clicking the Goal Tracker icon will bring you to this workflow. Click Calculate Campaign Goals.

Find election data from past elections. This will include the total voter turnout and the number of registered voters who could have turned out for that election.

The Goal Tracker map will reflect the campaign's progress towards goal, which are impacted by the Support Scores imported by the workspace's users. The precincts in the map will shade darker blue as more positive support scores (1 and 2) are imported.

For detailed instructions on using Goal Tracker, visit the Using Goal Tracker in RunningMate help article.

Have questions?

Click the ? in the bottom right corner of the screen. Clicking that allows users to view and search for help articles related to the issue they’re having. If users still cannot find an answer, click Ask. That will open a form that will allow users to send questions to the Civitech Client Success team. The answer will be sent via email.

Click the ? question mark in the lower right corner of any RunningMate page to see this panel. Search for the answer to your question in the help articles, OR ask Elena, the 24/7 AI Support Assistant.

Ask Elena your RunningMate questions by clicking the microphone icon. Hold it down while speaking.

Users can view the conversation log or type in their questions. They can then download the conversation history by clicking the icon in the top right.

For more information, view the following help articles: