Create your first Voter Group
Navigate to Voter Groups:
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From your Vottiv Home Page, locate the left-hand menu.
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Select Voter Groups.
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Create a New Group:
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Click on Create Group.
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Add a Primary Voter Filter:
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Click on Add Filter.
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Scroll down to find Voting History in the list of filters and click it.
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When prompted, click Add Filter to confirm.
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Set Voting Requirements:
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In the filter options, select the 2022, 2020, and 2018 Primary Elections.
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Ensure the selected count is 3.
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Choose the criteria "At least 'x' of the last election".
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Use the +/- buttons to set the number of elections to 2.
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Create and Name Your Group:
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Click Create Group.
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Optionally, update the group name and then click Done.
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View Your New Group:
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You should now see your group on the next page.
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Click on it to explore what you can do with it.
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Create your first canvass
Navigate to Canvassing:
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From your Home Page, locate the left-hand menu.
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Select Voter Groups.
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Locate the voter group you just created and click on it.
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Click on the 'Canvassing' box.
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Create a new canvass:
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Click Create Canvass.
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Name and Purpose of Your Canvass:
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Enter a name for your canvass.
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Select Distribute Information as the purpose.
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Click Next.
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Skip Canvas Triggers:
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Click Skip Canvas Triggers.
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Enter Instructions:
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On the instructions page, provide any necessary instructions for your canvassers.
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Click Create Canvass.
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Invite Canvassers:
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On the canvassing page, click Invite.
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Click the copy button to copy the invite link to the clipboard.
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Open your email, paste the copied link, and send it to your volunteers, instructing them to open it on their phone in an area with internet service.​