Liberal Democrats

Quick Mark

Quick Mark is a data entry tool that helps you to quickly find and update profiles without having to open each individual’s record.

Data entry is an important part of any campaign and this tool is great for updating the same piece of information on many voter profiles at a time. For example, you could receive a few calls for posters and rather than open each individual profile to enter the data, you can use Quick Mark to search for these individuals and add the request to their profile without having to open each one separately!


1. In the Main Menu, click Quick Mark.


2. Pick the data point you would like to add to the profile.

Depending on your access and the side of the database you are on, you will be able to add different information. On the My Voters side, you can add a question response, a tag, a canvass result or mark a postal address as wrong. On the My Campaign side, you can also schedule people for an event, or add a volunteer profile.

Once you have indicated what you want to enter, press Next.



3. Enter the Details of the Data you wish to apply

This is where you will specify the tag, question, activity, etc. that you wish to apply.



4. Use Quick Look Up to find the individual

a) A page that looks similar to Quick Look Up will appear. Enter the name of the individual you would like to tag. Press Save / Search.


5. Add the data

a) Now select the checkbox beside the name of the individual profile to which you would like to add the data. Press Save / Search.



b) If you are flagging events or survey questions, select the appropriate response from the drop down menu beside the individual you would like to update and press Save / Search.

 

HOT TIP! If you are applying data to multiple people in the same street, then searching by postcode or street name will mean that you can apply data against several people at the same time. 


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