The Walk activity page is for engaging contacts in-person, typically at their home or front door. To go there, either click the Walk link in the Left-Hand Menu or the Walk button.
The first-time you navigate to the Walk page, you will see the onboarding slide that explains what the various buttons do on this Activity page. You can dismiss this slide by clicking or swiping away from the slide, or hitting the “esc” button if on a desktop. To reference the slide later, click the “i” information button .
Walking is the most-time intensive of the three activities Cause+Connect facilitates, but it also makes the biggest impact. People recognize the effort it takes to show up at their doorstep and cultivate support or raise awareness for something they care about. Often the deciding factor in a voter’s mind may be recalling which campaign made the effort to send a volunteer, canvasser, or candidate to knock on their door.
The step-by-step process for Walking:
1. Plan your next interaction. Unless you are contacting people you have previously interacted with, select a contact on the list that has a star by their name and no prior interactions (the prior interaction button will be blue), and find that contact on the map so you know where that contact lives. You can use the “locate me” target button on the map to locate yourself (a blue dot), and you can use the same “locate me” target button on the contact record to center the map on the contact. Contacts are almost always grouped by street for convenience, so that you can walk a full street without having to jump between streets and contacts.
2. When you’ve travelled to the contact’s address, knock on their door or ring their doorbell. Remember that you can review the Walking Training videos for a step-by-step guide to having a successful interaction if you are new to canvassing or want to brush-up on canvassing techniques. Note that if there are other contacts in the same household, make sure you know which occupant you’re speaking with, and if there is an opportunity, ask if you can also speak with the other contacts while you are there, or when might be a good time to reach them.
3. After you’ve finished either speaking to the contact, or if no one was home, click on the interaction button for that contact record. Record the Result Type (Yes, No, Left Message, etc.), any notes from the interaction that might be useful, and click the “Don’t Contact Again” box if the contact requested no further contact.
4. If there were other contacts at the same households, record any relevant information. For instance, if you left a message at the door, note that you “Left Message” for all the contacts at that address. If you spoke with one contact and two others also live there, you may need to return or call/email the remaining contacts if you were unable to speak with them or learn anything about them.
5. If the person you interacted with someone other than the contacts listed for that household, you can edit the contact records to indicate that the former contacts are no longer there or use the Result Type “Bad Address/Moved”. Then click the Add a Contact button under the map to create a new contact record for the new occupant. Try to get any relevant contact information from this new occupant if possible, like an email address or phone number.
6. When finished, your Daily Goal should increase by one (or more, if you recorded multiple interactions for a single household). The contact you interacted with should have a green prior interaction button now. Find the next household on the street that has not been interacted, or move to the next closest street.
7. If you have exhausted all the contacts on your list, either refresh the page or click the Walk button again in the Left-Hand Menu or the Breadcrumbs at the top of the page. When you do this, you will see a new set of contacts, and any contacts you previously interacted with will appear in the “My Interactions” list.
Near the top of the screen will be two sections next to each other: the Script, and Training. To minimize these at any time, click the grey chevron buttons. The Script contains a sample script prepared by your Organizer. If they have enabled editing, you can later edit the script—for instance, to make it sound more natural, or include local information that might be valuable to share with contacts. The Training contains a series of videos or slides to help you become more comfortable interacting with contacts and offer some best-practices for creating successful interactions.
Below these two sections is the Map. Like the Script and Training, the map can be minimized via the chevron button. The map helps keep track of where you and contacts are, both in the real-world as well as on the Walk Activity page. By clicking on individual household pushpins, you can navigate straight to the contact record. Clicking on clusters of contacts will zoom the map in. In some cases, like for apartment complexes, multiple pushpins will be tied to a cluster.
Directly under the map are two tabs and one button:
Goal Contacts – This is the default list that displays contacts that have not been interacted with and need to be contacted, and will count towards the Daily Goal.
My Interactions – This list displays contacts that the advocate has previously interacted with. This is useful for following up with contacts, especially those with Result Types “Left Message”, “Undecided”, “Call Again” and “Email sent”.
Add A Contact – Use this button to add a brand new contact. It is most-often used when a household has a new or different occupant than the one displayed on your list. The more information that can be added when adding a new contact, the better (like a phone or email address).
Finally, at the bottom of the page is the list of contacts, sorted by street and then by household. A contact record includes a variety of information including:
- The Contacts Name
- Any available contact information like a phone number or email address
- A variety of additional information can be found by clicking the “i” information button , including the precinct and voting history.
Contact records have three primary buttons:
- The Interaction button
- The Interaction History button that shows any prior interactions by the user or anyone else in the organization, and when those interactions took place:
- An edit button , to be used when the contact record requires updating. For instance, the record could be updated to include a more recent email address or phone number if the contact is comfortable sharing that information. In circumstances where an entirely different person lives at that address, the entire contact record may need updating.
Individual contacts will also have a “Locate me” button (target icon) that can be used to center the map on that contact.