Add new canvassing list #
There are 2 ways to create new canvassing list.
1. Create canvassing list from nearby section #
You can create new canvassing list of curated list of nearby users as explained here.
2. Add new Canvassing list form Canvassing screen #
You can add new canvassing list from the canvassing screen itself. To do so, navigate to Canvassing screen from the top navigation and click on icon in the bottom footer. You will get the popup with NationBuilder lists. Select the appropriate list.
After selection of list, you will get the form to name the list and to pre-select the default values for Contact methods, Contact status and Default survey.
Default settings for list #
While you are creating the list, you will get options to set the default values for Contact methods, Contact status and Default survey. So when you are on field, you don’t have to go and select these values again and again for every contact if it is same in most of the cases.