Campaign contacts, fundraising, call time, and operations. Compare plan limits and available tools on the pricing page.
Voters, donors, volunteers, lobbyists, and committees share one contact workspace. Track colored tags, relationship links, shared notes, donor capacity, and outreach status. Native saved smart lists support text, tags, outreach status, city, state, company, record type, and mapped-address filters.
Track pledged, committed, received, deposited, and refunded records separately. Review warnings against a campaign-configured cap, donor ratings, election cycles, and fundraising goals. Configured checks support review; they do not determine legal compliance.
Use web call sheets and native call-time sessions to review contacts and log outcomes including Pledged, Voicemail, No Answer, Declined, Call Back, Wrong Number, and Already Gave. Native sessions include a timer, auto-advance, saved position, and a session summary. Calling uses the supported device workflow; this is not an automatic calling service.
Review contact details, recorded donation history, relationships, interactions, and shared briefing notes. Web provides a briefing book; native tools also provide contact and event briefings and PDF sharing. Available details depend on campaign permissions.
Create events and manage invited, confirmed, checked-in, declined, and no-show statuses. Web and native tools support guest management and CSV export. Native event tools additionally provide public RSVP links and QR sharing, seating and table assignments, host management, and briefing exports. Public RSVP access uses email verification.
Share an email-verified volunteer application, review applicants, and assign approved volunteers to shifts with server-enforced capacity. Record work dates and hours, correct attendance with a reason, and retain the original history. Mobile and web management share the same records.
Mobile day, week, and month views bring together events, volunteer shifts, open task due dates, and campaign deadlines. The web week view has date navigation. Authorized members can export a one-time .ics calendar file; it is not a subscription and will not refresh automatically. Calendar files contain the full supported calendar, independent of visible filters.
Track fundraising, outreach logged, new contacts, volunteer recruitment, event check-ins, and newly engaged contacts. Goals can cover the campaign or an assigned member, with daily, weekly, monthly, quarterly, or campaign-total periods. Progress is calculated from recorded activity when data refreshes; it is not a guarantee of instant cross-device updates.
Native cadence tools create multi-step tasks and reminders, with manual assignment or enrollment triggered by tags, donations, RSVPs, or tag changes. Supported merge fields include {{first_name}}, {{last_name}}, {{full_name}}, {{company}}, {{city}}, and {{state}}. Email and call reminders create follow-up work; they do not automatically send campaign emails or place calls.
Native notification settings include event preferences and timezone-aware quiet hours. Notifications require a supported installed build and device permission. Delivery depends on the device and notification provider; use the in-app workspace to review activity and outstanding work.
Previously loaded native records remain available, and supported contact and donation changes can queue for retry when a connection returns. Sync status separates pending changes from failures. Some actions require a connection. Device-local drafts are not cloud backups. The web app requires an internet connection.
Native Mapbox views show contacts with saved coordinates, spatial clusters, donor-density heatmaps, event markers, and tag layers. Tap a contact to open its record or a cluster to zoom in. Open in Maps hands off to your mapping app. An in-app multi-stop canvass-route planner is not included.
Campaign roles and permissions control actions such as exporting, viewing donations, managing volunteers, and inviting members. Custom roles and branding are listed with the Statewide and Enterprise plans; Local and Campaign use standard roles and branding. Compare plan details before choosing a tier.
Map contact columns and choose create-only, update-only, or upsert. Review original row numbers and created, updated, skipped, or failed results, with saved import drafts and correction workflows. Web import accepts CSV; native also supports spreadsheet selection. Authorized exports cover supported contacts, donations, Reported Giving, and event guests. Exports are not a complete workspace backup or a filing-ready report.
Switch between campaigns from one account. Each campaign has its own records, billing, team membership, and permissions. Access checks apply to the selected campaign.
Web search finds contact names and email, donation names or amounts, event names, task titles, and message-thread titles. It shows a limited set of matching results per type. Search scope varies by platform; web global search does not currently search contact phone numbers, employer, addresses, RSVP records, or tags.
Direct and group threads keep campaign conversations in the workspace. Review participants before sharing sensitive information, and follow your organization’s communication and retention policies.
Campaign activity and contact timelines show recorded actions. Checked donation, briefing, event, and volunteer workflows preserve audit details, with explicit reasons for volunteer-hour and attendance corrections. This history is not a guarantee that every action or external conversation is captured.
Account settings include a deletion request with confirmation and campaign-ownership checks. Resolve sole-owner responsibilities before removing an account. For help with access, ownership, or data requests, contact support from the account’s email address.
Reported Giving keeps imported yearly figures, original source rows, addresses, years, and blank amounts visible on web donor profiles and in the current native build. These references are unverified, may overlap, and remain separate from recorded donations and received totals.
Start a 14-day Campaign-tier trial, then review and import your contacts. No credit card required.