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How to set-up door-to-door canvassing with Qomon?
How to set-up door-to-door canvassing with Qomon?

Best practices and tips to launch and monitor your canvassing actions.

Charles Keignart avatar
Written by Charles Keignart
Updated over a week ago

💻 How to create a canvassing action with Qomon

⚠️ There are two methods through which you can set-up canvassing actions:

  • Using the addresses in your contact database.

  • Based on geographical area. This method is most commonly used when you have not imported a file into your contact database. You will be given a street list and you can add contacts directly from the Qomon app.

👊 From the "Actions" tab

Click on the "Actions" tab in the menu on the left-hand side of your screen > Then select "Create action" at the top right.

  • Simply select the type of action you'd like, in this case, "Canvassing."

  • Choose the zone in which you want the canvassing to take place. Select one or more streets, or even, a city:

The image shows how to create a door to door action from the "Maps" tab
  • You can also draw and select an area where you want to conduct your canvassing directly on the map. It could be a polling station, a district or neighborhood, or even a geographic area (North, South, etc...).

The image shows how to select an area in your map where to perform your action

⚠️ Decide which method you would like to use (description below the image underneath):

  • "The selected area": Canvass the entire area that you chose. This includes streets where you have both contacts already in your database and areas where you don't. You'll be able to add new contacts directly on the app and update any existing contacts.

  • "My selected contacts": Your members will be given specific addresses from your contact database that reside in the area you selected. They'll be able to update any existing contacts directly on the Qomon app.

  • "The streets where I don't have contacts": Specifically target people in the selected area that are not already in your contact database. Your members will be able to create new contacts directly on the Qomon app.

The image shows the different methods you can choose from for your door to door action

🌎 From the "Maps" tab

Click on the "Maps" tab in the menu on the left-hand side of your screen.

  • Select an area that you'd like to initiate a canvassing action. (You can choose to select the contacts in the area or simply the list of streets).

  • Click on "Actions" > “Create Action” > and then select “Canvassing.”

The image shows how to create a door to door action from the "Maps" tab

📋 From the "Contact database" tab

On the left-hand side of the screen, you'll find the "Contacts" tab.

  • You can filter your contact base according to various criteria (such as territory and age). You can add any filter you like to refine your door-to-door campaign.

  • Once you've selected a part of your database, click on "Action" and "Create an action" to enter the action creation tunnel!

The image shows how to create a door to door action from the "Contacts" tab

ℹ️ Add more information

Once you have selected how to add your contacts to your action, you can select a name for your event, add a start and end date/time, and then you have the option to add more information (including a description, talking points, links, and your Qomon survey).

Think of describing this particular canvassing event, or giving some words of encouragement to motivate your volunteers!

After selecting 'Next', you can assign your teams and/or users to the action:

And you're finished! Once you hit 'Create your action', the assigned users will be able to access the action from their mobile app.

📲 How does it look on mobile?

Here's a description of the canvassing action from the Qomon app.

Tips and Best Practices:

  • Check out Qomon's Canvassing Calculator! Plan your canvassing efforts depending on your specific needs, and the amount of volunteers/time you have - properly allocating your resources.

  • Depending on certain responses to the survey, status, or opportunities, you can set up an automatic email to be sent directly after the interview. Remember to fill in the email address correctly. To know more.

  • Prepare your action thoroughly in order to have all the elements of communication and arrangements you need before you get started.

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