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User Guide

Our support team has created training videos and documentation to facilitate the transition to Liberalist and be used as a reference when troubleshooting.

Here, you will find a user guide, which will be updated as the system evolves, you may also refer to a specific section of theuser guide below:

Getting Started

  1. How to Request an Account
  2. Logging into Liberalist
  3. Setting up your Profile Page
  4. How to reset your Liberalist password
  5. Liberalist Main Menu

Finding individuals and the profile page

  1. Quick Look Up — Finding a Shared Contact
  2. Customising the Quick Lookup Search
  3. An individuals record — the Introduction
  4. Individual records — What are all these sections for?
  5. Comparing Profiles
  6. How to merge duplicate Shared Contact records

Creating Lists

  1. Creating a list in Liberalist
  2. Creating a list for membership renewal in Liberalist
  3. Creating a list of active members
  4. Creating a list from previous political identifications
  5. Creating a list from previous transport identifications
  6. Creating a list of sign requests
  7. Creating a list of potential volunteers
  8. Creating a list of a poll in Liberalist
  9. Creating a list based on voting history
  10. Creating a list of supporters

Editing, Saving and Exporting Lists

  1. Refining lists with My List
  2. Saving a fixed list or a dynamic search
  3. Exporting a list to excel
  4. Exporting a list of emails
  5. Splitting your report to section large canvassing reports for multiple canvassers

Door Canvassing

  1. How to Print a Canvass Sheet
  2. Your Canvass Sheet — an Overview
  3. Using Turfcutter
  4. Splitting your report to section large canvassing reports for multiple canvassers
  5. Canvassing on your iPhone

Phone Canvassing

  1. Using the Virtual Phone Bank
  2. Creating a Virtual Phone Bank list
  3. Administering the Virtual Phone Bank
  4. How to Print a Canvass Sheet
  5. Your Canvass Sheet — an Overview

Customizing your Canvass

  1. Creating custom survey questions
  2. Creating a script
  3. Creating a report format
  4. Adapting an existing Report Format

Data Entry

  1. Returning canvassing data to Liberalist
  2. Using bar codes for mass data entry
  3. Grid View in Liberalist
  4. Marking a Profile in Quick Mark
  5. Data Entry for Voting Information

Events and Volunteer Management

  1. Planning out events using My Calendar
  2. Linking Volunteers and Attendees to Events
  3. Marking a Profile in Quick Mark

Blast Emails

  1. Setting up your Email Blast Plan
  2. Setting up your Blast Preferences
  3. Your Email Templates
  4. Setting up a Form Email
  5. Adding images to Form Emails
  6. Sending an Email Blast

RoboCalls

  1. Setting up your RoboCall Payment Plan
  2. Recording RoboCall Messages
  3. Scheduling a RoboCall
  4. Creating a Robosurvey

Membership

  1. Creating a list for membership renewal in Liberalist
  2. Creating a list of active members
  3. Creating a list of members who expired more than one year ago

Eday

  1. Printing a list to get out the Liberal vote
  2. Analyzing your get out the vote efforts with Counts and crosstabs
  3. Data Entry for Voting Information
  4. Form View – Managing your E-day Volunteers

And more

  1. Adding Form Letters to Liberalist
  2. Printing Letters from Liberalist

If you can’t find what you are looking for or are encountering a problem, you can contact us.








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