A script will allow your canvassers to ask your subjects questions and record the responses. Scripts can collect/confirm contact information, display multiple choice questions, present marketing materials and videos, take payments and much more.
To get started with a new script, Click the Scripts button.
Then click Add Script.
Next, you'll be presented with some settings for your new script:
List type: this determines how you plan to load data into the system to target your subjects. If you're simply canvassing previously unknown subjects, choose None. If you're working off a list of known targets with addresses, typically in a door to door scenario (this is most common), choose Walklist. Finally, if you're going to be working off a list with groups of targets at different locations (such as multiple work sites in an area) choose Location List. Keep in mind this is the only setting you won't be able to change after a script is created. If you're planning on cutting turf, you must use a Walklist.
Active: make sure you check this box so the script will be active and ready for use. If you do not, you'll need to click the show inactive checkbox from the scripts screen to find your inactive script and reactivate it.
Name: this is the name of your script and how it will appear throughout our platform.
Campaign: if you have access to multiple campaigns within our platform, this is how you will decide which one the script lives in.
Location: if your campaign has multiple locations, select which one the script belongs to.
Populate Commonly Used Data Fields: checking this box will automatically include a contact info form in your script, which will allow you to collect and/or confirm a subject's contact information.
Send an Email on Data Receipt: this will enable email templates to be sent to the subject after a survey.
Send an Email to Organizer: this will enable email templates to be sent to the canvassing organization (that's you!) after a survey.
Send an Affiliate Marketing Email: this will enable email templates to be sent to a third party on behalf of your subject after a survey. For example, if you want to send a form letter to a representative in support of a ballot measure on behalf of a consistent.
Send an SMS on Data Receipt: this will enable templates that send a text message to your subject after a survey.
Enable ActionKit Integration: if your organization uses ActionKit, check this box to enable our integration.
Point of Sale: this will enable payment processing within your script.
Allow Bidirectional Communication: enabling bidirectional communication will allow tablets to receive walklist updates in real time. This is useful if you have multiple canvassers working off the same list, and you'd like them to see each other's progress throughout the day. We always recommend enabling this setting.
Create Language Question: creates a question at the start of your script that will ask the subject what language they would like to take the survey in.
Additional Languages: Allows you to add additional language translations into your script.
Click Create Script when you're done with your settings. You can always adjust these settings after your script has been created (aside from list type).
Once your script has been created, you can start adding some questions to it.