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How to use the canvassing action on Qomon (mobile)
How to use the canvassing action on Qomon (mobile)
Helen Sabatine avatar
Written by Helen Sabatine
Updated over a week ago

What is a door-to-door canvassing action?

It is an action created by your organization that requires volunteers to go and meet people at their homes.

📲 How does this look on a mobile phone?

The first few screens that the volunteers assigned to a canvassing action will see are:

  • Notification under their Actions tab

  • The action's information (date, time, etc.) and they will be given the option to mark their attendance

  • The option to start the action

  • A roadmap with the list of contacts to visit. Select the street/address to see and update information on the contacts at that location.

(The knock corresponds to a file in your contact database)

The image shows how the canvassing action looks like on mobile

📲 From there, the canvassing volunteer will:

  • Be at a specific address, and select the contact to start a discussion with them. The first question is used to mark the person as: Present, Absent, or Refuses to speak to you.

  • If the contact is Present and your volunteer has the person's consent, your survey will appear automatically and they can begin filling it out. Click here to read how to make a survey.

  • If the discussion went well, you will hopefully be able to register the contact card with an email address or a phone number. This information is extremely important for your HQ and your cause!

The image shows the funnel the volunteer goes through in the canvassing action with Qomon

📲 Lastly:

Once you have finished speaking with the contact, you will have the option to "add follow up" information. It is optional, but if the exchange went well, take this opportunity to report back.

  • If your volunteers click on "Add follow ups", they can register the contact's level of support and then assign a task to that contact under the "next steps" options. The "next steps" options are for contacts that really hit it off!

  • Seize the opportunity! Once you've indicated which next steps to take, that information will be sent directly to HQ, both INSTANTLY and SAFELY.

  • If the person wishes to be contacted, don't forget about them! 😉 How to set up opportunities.

The image shows the volunteer's possibility of adding additional information after the action

Some Shortcuts:

"Complete an address":

The image shows some shortcuts within the mobile app

Here are a few shortcuts available on the Qomon app:

  • Just slide your finger on the street or number you want to mark “Completed."

  • This allows you to take out or check off certain addresses that have been visited or are not accessible.

  • It could be used for a completely blocked building, or a partially finished street that your campaign does not wish to fully complete.

⚠️ Caution: If you create a NEW action, in which there is a street that has been declared as "completed" with this shortcut, this street WILL APPEAR in the new action!

Tips and Best Practices:

  • Think of the Qomon mobile app as a digital notebook. Write down all information gathered during a meeting.

  • You can skip one or more questions, or go directly to the contact card by clicking on "see questions" during a survey.

  • If a person does not exist at the address indicated, you can create a new contact file for the individual actually residing there by selecting the ✚ at the top right of the screen. Some information will be available automatically (Number, street, territory, city).

  • Be specific when gathering information on a contact, it makes communication better and more personal.

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