Level 3 (Account Owners and Admins)
Account Owners
- Using the Activity Log in CampaignSidekick (accountability)
- Pulling an Advanced Survey Report from CampaignSidekick
- Using CampaignSidekick's Accountability Features
- Setting Up Your Voter Display
- Associating Smart Surveys with Walk and Phone Lists
- How to Create Pre-Set Filters in CampaignSidekick
- How To Build Surveys in CampaignSidekick
- Using Dynamic Lists
- Setting up the Twilio Phone Systems and Caller ID Numbers
- How to Assign a Caller ID to a Specific Phonelist
- How to Upload Tags
- Creating Walklists
- Setting Up Voicemail in the Sidekick Phone Bank
- How to Export Data from CampaignSidekick
- How to Assign a Voicemail to a Survey
- Voters in Active Walkbooks
- Using "And/Or" Logic with CampaignSidekick Filters
- Pulling Survey Reports