Almost everything you do in CampaignCTRL is some combination of three things:

ConceptAnswersIn one line
ListWho?A saved set of people you want to reach.
SurveyWhat do we ask?A reusable set of questions whose answers update each person’s record.
ActivityHow do we reach them?One campaign push — canvass, call, or text — that works through a list and records survey answers.

The pipeline

An Activity is the thing that ties the other two together. It targets a List (the people) and runs a Survey (the questions), then sends volunteers out to make contact and record what they hear.

graph LR
    L[List<br/><i>who</i>] --> A[Activity<br/><i>the push</i>]
    S[Survey<br/><i>what we ask</i>] --> A
    A --> R[Answers recorded<br/>on each person]

    style L fill:#e1f5ff,stroke:#0066cc,stroke-width:3px
    style S fill:#e1f5ff,stroke:#0066cc,stroke-width:3px
    style A fill:#fff4e6,stroke:#ff9800,stroke-width:3px
    style R fill:#f5f5f5,stroke:#666,stroke-width:2px

You build the List and the Survey once, then reuse them across as many activities as you like. A single survey can power a spring canvass, a phone bank, and a follow-up text blast.

Where Polls fit

For door-to-door (Field) activities, you can target a poll — a saved grouping of people, either an area on the map or a set from your import — instead of a list. Build your polls once, then attach one to a field activity to reach everyone in it.

graph LR
    P[Poll] --> A[Field Activity]
    A --> C[Everyone in<br/>the poll]

    style P fill:#e1f5ff,stroke:#0066cc,stroke-width:3px
    style A fill:#fff4e6,stroke:#ff9800,stroke-width:3px
    style C fill:#f5f5f5,stroke:#666,stroke-width:2px

Next steps

  • Lists — build the set of people you want to reach.
  • Surveys — design the questions and the actions their answers trigger.
  • Activities — launch the canvass, call, or text that brings it all together.
  • Polls — divide your territory into map areas (or use polling-division numbers from your import) and canvass everyone inside.