Adding Individual Support Scores & Data Tags in RunningMate
Custom Tags in RunningMate
Users can track any data point they would like for the people they are making contact with by creating data tags in the RunningMate platform. This can be done in two ways: importing a sheet with tags added, or by adding individual tags to the workspace via the Data Management tool.
Tag Management
- In order to keep the data, clean we:
- Limited the ability to apply tags on the individual level to existing tags only,
- This means the tag needs exist in the Customer account already to be applied
- Limited the ability to create tags to certain roles:
- Owners, admins, and data managers are able to create tags through import or through the Tag Management feature
- Volunteers cannot create new tags, and can only assign existing tags.
- Limited the ability to apply tags on the individual level to existing tags only,
Where do I create a Tag?
The Tag Management feature can be accessed by owners, admins, and data managers through the Data Management view. Tags can be added by clicking into the Data Management screen, then selecting Tags.
What sort of tags should I create? What datapoints should I consider tracking?
- One-time Donor
- Recurring Donor
- Volunteer
- First Time Voter
- Priority Issues
- Not Home
- Wants Yard Sign
- Received Yard Sign
Anything else you think your campaign or organization will want to track as they are making contact with voters.
Update Survey Responses and add Custom Tags to Voter Records
The following roles will have access to the search individuals feature:
- Owner
- Admin
- Data Manager
- Volunteer
The Search Individuals feature is designed to make your RunningMate experience more efficient and user-friendly by allowing users to search for individuals, then add or update support scores and manage data tags for individual targets.
Users can access the search feature easily from the side navigation bar, when logged in via a computer.
Mobile: Searching Individuals and Managing Scores & Tags
Users accessing RunningMate from their mobile device will only be able to search for individuals and update data tags and support scores - mobile users are not able to access Goal Tracker, the Home Page, or the data management tab, and will need to log back in via a computer to access those tools.
How Can I Search for Individuals in RunningMate?
Users can search by either the name of the individual or the address being canvassed.
List View
- When searching, users are shown a maximum of 50 results in the results list. If the search returns more than 50 results, the user will see a note with the total number of results and will be asked to narrow the search for better results.
- Users can click into an individual to see additional information and to add/edit support score or data tags
Search Individuals Map View
- Results will also be represented on the map as household markers for users logged in via a computer
- Clicking on a map marker will update the results list view to show the designated household
- For markers with 2+ targets, a user can click on the marker to see the list of individuals listed at that marker
- Users can then select a specific target to see more information for that target and add their support score and data tags.
How Do I Search & Edit on Mobile?
A user logging into RunningMate on their mobile device will be directed to the Search and Edit feature. Mobile users will not be able to access any other RunningMate features outside of Search and Edit on mobile at this time.
The first iteration of the mobile view:
- Will not contain a map.
- State view users will not be able to drill down into specific geographies when logged in via a mobile device. When performing a search it will search against the entire state.
- We will address the ability for state-view users to drill down into more specific geographies via mobile while doing a search in a subsequent version