• Getting Started
  • User roles
    • How it fits together
    • Lists
    • Surveys
    • Activities
    • Polls
    • Leads
    • Import people into a campaign
    • Canvass an area you draw on the map
    • Canvass a group of people you choose
    • Run an election-day turnout drive
    • Onboard a volunteer
    • Delete an organisation
    • to navigate
    • to select
    • to close
      • Home
      • Workflows
      On this page
      • Available guides
      • Available guides

      Workflows

      upload_file

      Import people into a campaign

      Bring contacts into CampaignCTRL from a CSV file — choose a method, map your columns, and add or …

      draw

      Canvass an area you draw on the map

      Start from a poll you've already drawn on the map and turn it into a door-to-door Field activity …

      checklist

      Canvass a group of people you choose

      Start from a list of people you've built and turn it into a door-to-door canvass that reaches …

      how_to_vote

      Run an election-day turnout drive

      Start from a list of your supporters and set up a GOTV activity that tracks who plans to vote — and …

      how_to_reg

      Onboard a volunteer

      Bring a volunteer into your campaign — by QR signup or email invite — then assign them to an …

      delete_forever

      Delete an organisation

      Permanently disable an organisation so it and its data become inaccessible — an Owner-only action.