1. Access the Voter List Upload Section

From the dashboard, click on the "Import Voter List" button.

2. Upload the Excel File

Once in the import section, click "Upload Excel File".

3. Select Your Excel File

A file explorer window will open. Navigate to the location on your computer where the voter list file is saved. Select the file and click Open. The file must be in .xls or .xlsx format.

4. Map Columns to Voter Fields

The columns from your Excel file will be displayed on the left side of the screen. These must be mapped to the corresponding voter fields in the application. Take your time to ensure each column is mapped correctly.

5. Save the Mapped Data

After mapping the fields, click Save. A confirmation dialog will appear, showing the number of records that are ready for saving. Click OK to proceed.

6. Wait for the Process to Complete

The system will process the records, which may take a few minutes. Do not close the browser window during this time to avoid any interruptions.

7. Redirection to Voter List

Once the upload is complete, you will be automatically redirected to the voter list section of the application where your newly uploaded records will appear.

1. Click the Sign-Up Button

On the login page, click the Sign Up button to begin the registration process.

2. Enter Your Email and Agree to Terms

On the signup page, enter your email address, review and agree to the Terms of Use and Privacy Policy, then click Next to proceed.

3. Enter the OTP

You will receive a One-Time Password (OTP) sent to your email. Enter the OTP in the provided field to verify your email address.

4. Set a Strong Password

Create a strong, secure password for your account and click Submit.

5. Select Account Type

Choose your account type: either Candidate or Campaign Manager, depending on your role.

6. Enter Personal Information

Fill in your personal details, including your first name, last name, cell number, and optionally upload a profile image. Once completed, click Submit.

7. Account Created

Your account has been successfully created. You will be automatically redirected to the Sign In page, where you can log in with your newly created credentials.

1. Access the Voter Form Designer

From the dashboard, go to Voter Engagement and Outreach Portal > Voter Form Designer.

2. Interface Overview

The Voter Form Designer interface includes two tabs:

• Designer: This is where you'll create and modify your form.
• Preview: This tab allows you to see how your form will look once completed.

3. Add Custom Form Controls

In the Designer tab, navigate to the Voter Form Custom Fields block, where you can add different custom form controls to your design.

4. Add New Form Segments

To add new form segments, click the Add button. A form segment can be either:

• Layout: A section that can contain multiple controls.
• Form Control: Individual input fields like text boxes, dropdown menus, or checkboxes.

5. Configure Form Controls

When adding form controls, make sure to provide a key for each control. The key must not contain spaces or special characters.

6. Edit and Arrange

Use the Edit button to modify field properties and labels. Use Arrow Buttons to adjust control positions within the form.

7. Save Your Changes

Once you are satisfied with your form, click the Save button to save all the changes.

1. Access the Voter List

From the dashboard, navigate to Voter Engagement and Outreach Portal > Voters List.

2. Open the Customization Tool

Click on the Customize Voter List button located in the top-right corner of the page.

3. Add Filtering Criteria

Click on the Add Criteria button and choose fields to filter by (e.g., age, location, or registration status). Note that some fields, such as phone and email, will return only records where the field exists.

4. Combine Multiple Filters

Choose between:

• All Criteria (AND): Returns records that meet all selected criteria.
• Any Criteria (OR): Returns records that meet at least one of the selected criteria.

5. Save and Export

Save filters for future use by giving them a name. Export filtered results as a CSV file using the Export button.

Accessing Your Profile

From the dashboard, click on the Profile button to access your profile section.

Editing Candidate Profile

Click on the edit icon to modify:

• Biography
• Contact Information
• Education
• Professional Experience
• Political Experience
• Caucuses
• Additional Personal Information

Changing Password

Click on Change Password, enter your old and new passwords, then click Update Password to save changes.

Campaign Dashboard

The campaign overview displays several important cards:

• Header Card: Profile image, name, and email
• Campaign Name Card: Editable campaign name
• Logo Card: Upload and manage campaign logo
• Member Invitation Card: Invite members via WhatsApp, Email, or link
• Members Card: View and add campaign members
• Channels Card: Track active channels
• Subscription Card: Manage subscription status

Creating Announcements

Click Add New Announcement and provide:

• Title
• Timing (immediate or scheduled)
• Message content
• Image (optional)

Managing Files

Use the document storage system to:

• Upload files using the File Upload icon
• Create folders with the Add Folder button
• Manage files (View, Rename, Share, Delete) using the 3-dot menu

Creating Posts

Click Create Post to add:

• Post Title
• Description
• Image
• Content

Interacting with Posts

View posts in the grid layout, add comments, and reactions from the post page.

SMTP Configuration

Configure email settings through Settings > Email Settings. Test your configuration with the Send Test Email feature.

Sending Campaign Emails

Navigate to Email Campaign to:

• Select recipients
• Compose email content
• Add attachments
• Send to your audience

Making Calls

Access the Voter Phone Bank through Voter Engagement and Outreach Portal, then click the Phone Dialer icon next to any voter record to initiate a call.