8-Step Canvassing Workflow

Overview

Each voter visit goes through 8 steps. The workflow ensures consistent data capture across all volunteers. Each step saves data to the server immediately, so even if you lose connection mid-visit, your progress is preserved.

Step	Title	What you capture	Screenshot
1	Select Voter	Confirm you are speaking to the right voter
2	Political Preference	Voter's political preference (strong supporter / leaner / undecided / opposition)
3	Supporter Level	Intensity of support and likelihood to vote
4	Key Issues	Top issues the voter cares about (with notes)
5	Voter History	Past voting behavior and engagement
6	House Head	Identify the household head and family members
7	Engagement	Notes from the conversation, follow-up needed?
8	Confirmation	Review all data and submit	Final review screen

Step 1 — Select Voter

Confirm the voter's identity. The screen shows the voter's name, photo (if available), address, and family members. If you are speaking to the correct voter, tap Next.

Step 2 — Political Preference

Ask the voter about their political preference. Tap one of the four options:

• তীব্র সমর্থক (Strong Supporter) — will definitely vote for our candidate
• ঝুঁকে আছে (Leaning) — likely to support us but not certain
• অনিচ্ছুক (Undecided) — has not decided
• বিরোধী (Opposition) — supports another candidate

Step 3 — Supporter Level

For supporters and leaners, capture the intensity of support:

• কতটা নিশ্চিত? (How certain?) — Very certain / Somewhat certain / Not certain
• ভোট দেবেন? (Will vote?) — Definitely / Probably / Maybe / No

Step 4 — Key Issues

Ask the voter what issues matter most to them. Tap one or more categories:

• Infrastructure (roads, drainage, streetlights)
• Utilities (water, electricity, gas, internet)
• Healthcare
• Education
• Safety
• Employment
• Other (with notes)

For each selected issue, write a brief note describing the specific problem. Be concrete — instead of 'bad road', write 'road between house 12 and 15 has potholes'.

Step 5 — Voter History

Record the voter's past engagement with the campaign:

• Did they vote in the last election?
• Have they attended any campaign events?
• Have they donated to the campaign?
• Have they been canvassed before?

Step 6 — House Head

Identify the household head. If the voter you are speaking to is the house head, tap হ্যাঁ (Yes). If not, record who the house head is (name and relation to the voter).

Step 7 — Engagement

Write notes from your conversation with the voter. Be detailed and specific. Include:

• What the voter said about the candidate
• Any promises or commitments made
• Whether a follow-up visit is needed
• Best time to visit again

Step 8 — Confirmation

Review all the data you captured. If anything is wrong, tap Back to fix it. When everything looks correct, tap Submit.

After submission, you will be returned to the voter list, where this voter will now show as 'Visited' with today's date.