Goal Tracking in RunningMate

Overview:

The Goals page allows you to set, track, and manage measurable campaign goals tied to the standard survey questions (support score and registration intent questions.) In the future, the support goals may account for custom survey question responses.

You can create two types of goals:

• Support Goal (registered voters only)
• Registration Intent Goal (unregistered targets only)

A few things to note about goals:

• Goals are limited to the standard survey questions
• Each Goal type has a 1:1 relationship with its associated survey question
• You may only have one Support Goal and one Registration Intent Goal at a time
• If a goal of a given type already exists, the option to create another goal of the same type will be disabled until the existing goal is deleted
• Goals are decoupled from the Persuasion and Turnout universe
  • The tracking page displays progress towards the overall goal broken out by precinct
  • User can view stats on contact attempts, conversations, and successful conversions and both levels of reporting

Goal Management Page

The Goals page displays all goals for the selected district. If no goals exist, an empty state appears prompting the user to click “Create Goal.”

From this page, users can:

• Click Create Goal
• Click View to access the tracking page
• Click Edit to update a goal
• Click Delete to remove a goal

Creating a Goal

Step 1: Click Create Goal

Step 2: Select your Goal type

• You can create two types of goals:
• Support Goal (registered voters only)
• Registration Intent Goal (unregistered targets only)

If you have already created a goal for each category, you will be prompted to delete an existing goal to create a new one:

Step 3: Configure your Goal

Goal Type I: Support Goal Configuration

Support Goals are configured using interactive sliders that update calculations in real time.

• Each slider displays a selected percentage and a calculated voter count. 
• All values are interconnected, adjusting one slider updates dependent calculations immediately. 
• You can click “Reset Values” to restore sliders to their previously saved configuration.

The sliders must include:

• Turnout - The percentage of registered voters expected to vote. (Default: 33%)
• Win Number - The percentage of expected votes needed to win. (Default: 53%)
• Support Goal -  The number of supporters the campaign must identify before Election Day. (Calculated as a percentage of the Win Number. Default: 130%)

Customize Turnout

Within the Support Goal configuration page, there is a “Calculate” button immediately to the right of the Turnout Slider.

Clicking this button opens a modal that helps you adjust your turnout calculation by guiding you through how to look up historical election data.

• There are entry boxes for Total Voter Turnout and Registered Voters
• You can enter this data for up to 3 elections by clicking “Add Election Data”. 
• The red trash can icon will remove the election data from “Election 2” and beyond.

Once the values are entered, the voting Rate is automatically calculated (Voter Turnout/Registered Voters = Voting Rate %).

Clicking Save changes will close the modal and apply the calculated Voting Rate to the Turnout Goal on the Support Goal configuration page.

Goal Type II: Registration Intent Goal Configuration

Registration Intent Goals opens a configuration table with 3 categories:

• Likely Democrat
• Unknown
• Likely Republican

Each row contains:

• Targets (editable field)
• Max Targets (read-only field representing available unregistered targets)

Target Calculation Constraints

• The Targets field:
  • only accepts integers
  • cannot exceed Max Targets
  • cannot be a negative number
• The total of all Targets must be 1 or greater in order to be able to save the goal.
• If the count of available unregistered targets increases due to a data refresh, the aced goal will not automatically change. The update maximum targets will appear when editing the Registration Intent Goal.

Step 4: Save your Goal

After setting up your Support Goal or Registration Intent Goal, you have the option to navigate to the bottom right hand corner and hit the blue “Save” button.

Goal Tracking

By selecting the three dots  then View Goal on the right hand side of the Goals page, you can open a dedicated tracking page for that goal type.Outreach Progress Ribbon

At the top of the page is the Outreach Progress ribbon.

Tracking metrics apply retroactively to eligible outreach activity logged before the goal was created.

The ribbon includes 4 widgets:

1. Overall Progress - gauge showing progress toward goal
2. Outreach Contact Attempts - attempts logged via canvassing and phone banking
3. Outreach Conversations - total successful conversations logged
4. Outreach Contact Rate - overall contact rate and a 14-day trend line

Progress by Precinct

You are able to:

• Search and select one or more precincts
• Sort columns - pending clarification
• Download CSV
  • If a filter is applied, downloads include all voters within selected precincts that are relevant to the goal type, not just those with positive IDs.
  • If no precinct filter is applied, downloads include all voters in scope for that goal.

The table includes:

• Attempts
• Conversations
• Key Metric - specific to the goal type
  • Support Goals = Support ID (support score 1 or 2)
  • Registration Intent Goals = Yes ID (answered “Yes” to registration intent)

Map Panel

The map panel appears alongside the Performance by Precinct panel.

Precinct shading reflects the contribution toward the overall campaign goal, rather than the precinct size. A 10% or greater contribution will be shaded at maximum intensity. A 0% contribution will appear unshaded.

Hovering over a precinct displays: 

• Precinct name
• Attempts (count)
• Conversations (count)
• Key metric count (Support IDs or Registration Intent IDs)
• Target Count with partisan breakdown
  • Support Goal will display count of registered targets
  • Registration Intent Goal will display count of unregistered targets

The map and table selections sync. Selecting a precinct in the table will highlight it on the map and selecting a precinct on the map will update the table filter to display the precinct

Editing a Support or Registration Intent Goal

From the Goals page, click the three-dot menu and select Edit Goal.

The configuration page loads with previously saved values.

Clicking Save Goal saves and changes made to the values and returns the user to the tracking page.

Editions

• Support Goal
  • Lite: View
  • Pro: Full access
  • Pro+: Full access

• Registration Intent Goal
  • Lite: View-only
  • Pro: View-only
  • Pro+: Full access

Registration Intent configuration and unregistered target data require Pro+ access.

Roles & Permissions

• Roles with full access:
  • Owner
  • Admin

  • Data Manager

    
    
    
• View-only:

  • Data Viewer

    
    
    
• No access:
  • Volunteer