If you've set up your script to use a walklist when you created it, you'll need to upload a list of your doors and targets to it in order to cut turf and allow your canvassers to knock those doors. We'll go over the steps to ensure your list is formatted correctly and how to upload it to your script.
Formatting your list
Your list should contain a row for every subject, and a column for every field you have data for. At a minimum, a walklist must contain the following fields:
Address (with apartment numbers in the same cell, or apartments in their own column)
City
State
Zip
Anything beyond that can be included as well. We support mapping the following fields:
Cell phone
Color (used to color code pins on the turf cutter and on the device)
Email
First Name
Last Name
Latitude
Longitude
Location (used if you've set up your script to use a location list)
Phone
Salutation
Suffix
Tract (any values you'd like to use as an alternative to zip codes when populating the turf cutter map. Typically used for precincts or districts)
External ID's 1, 2 and 3. These can be assigned to any unique identifying number for each subject in your list.
Any information beyond what we map to standard fields will still be available for each record. They will be displayed on the tablet when selecting a subject. For example, if you had record of a subject's political affiliation, it would appear under their name on the walklist before surveying them. This provides the information to the canvasser beforehand.
You can also use these extra fields to set up restrictions in your script, so you can display certain questions to certain targets. We call these "subject other" fields.
Here's what a sample list looks like:
Once you have your list set up, save it as a CSV or XLXS file. We typically recommend saving as an XLSX file to avoid possible field issues with commas or spaces.
Uploading your walklist
Now that your list has been prepared, you can upload it to your script. Navigate to the script you'd like to upload it to and click Upload Well Known List.
Click Choose File and navigate to your file. If you're uploading a CSV, use the drop down to select your delimiter, then click Upload.
The list uploader will attempt to automatically identify the fields in your list. Ensure everything is mapped correctly, then click Update Mapping.
On the next screen you'll get a preview of the first and last 10 records in your list, showing how everything is mapped. Confirm it looks good, then scroll down and click Upload.
If your list has any issues here, they'll be highlighted below the preview. If you need to correct anything, you can click Remap columns to go back and adjust.
After clicking upload, you'll get a progress bar as your file is uploaded. Once finished, you'll get a summary screen showing the upload results. You'll be able to see how many records were imported, in addition to how many were not and why. Typical reasons for records that are not imported are missing or incomplete data, most commonly an address.
Your list is now uploaded and ready for turf cutting.