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Adrian	
  Reyna	
  &	
  
Lucas	
  Da	
  Silva	
  
United	
  We	
  DREAM	
  
Fourth	
  Edition	
  
Field	
  VANual	
  
 
	
  
1	
  |	
  P a g e 	
  
	
  
Written	
  2014	
  by	
  
Lucas	
  Da	
  Silva,	
  National	
  Field	
  Data	
  Coordinator	
  and	
  
Adrian	
  Reyna,	
  National	
  Data	
  Manager	
  of	
  
Own	
  the	
  DREAM	
  Campaign	
  by	
  
United	
  We	
  DREAM	
  
Washington,	
  D.C.	
  20036	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Original	
  VANual	
  Credit	
  to	
  Adrian	
  Reyna,	
  Data	
  Manager	
  (UWD-­‐2013)	
  
	
  
This	
  VANual	
  contains	
  work	
  adapted	
  from	
  State	
  Voices,	
  {issi}	
  &	
  TFA	
  Partners	
  VANual	
  and	
  
PICO	
  Campaign	
  for	
  Citizenship	
  Data	
  Manual	
  &	
  VANual	
  
	
  
Adapted	
  and	
  Edited	
  for	
  United	
  We	
  DREAM	
  by	
  
Lucas	
  Da	
  Silva,	
  National	
  Data	
  Field	
  Coordinator	
   	
  
 
	
  
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Table	
  of	
  Contents	
  
	
  
Introduction………...…………………………………………………………………………………………………	
  pg.	
  3	
  
Glossary………………………………………………………………………………………………………………….	
  pg.	
  4	
  
Logging	
  In	
  To	
  VAN...………………………………………………………………………………………………..	
  pg.	
  5	
  
Main	
  Menu…………..…………………………………………………………………………………………………	
  pg.	
  6	
  
Lists:	
  Searching	
  Records…………………………………………………………………………………………	
  pg.	
  7	
  
Lists:	
  Options	
  &	
  Functions……………………...……………………………………………………………….	
  pg.	
  10	
  
Lists:	
  Virtual	
  Phone	
  Banks……………………………………………………………………………………....	
  pg.	
  11	
  
Events:	
  Creating	
  and	
  Editing...………………………………………………………………………...……….	
  pg.	
  15	
  
Events:	
  Volunteer	
  Scheduling……………………...…………………………………………………………..	
  pg.	
  17	
  
Making	
  Confirmation	
  Calls………………………………………………………………………………………	
  pg.	
  20	
  
Data	
  Entry	
  101……………………...………………………………………………………………………………..	
  pg.	
  21	
  
Making	
  VAN	
  Work	
  for	
  Your	
  Affiliate……………………………………………………………………...…	
  pg.	
  26	
  
Current	
  Survey	
  Question	
  Reference……………………………………………………………………..….	
  pg.	
  27	
  
Conclusion…………………………………...…………………………………………………………………………	
  pg.	
  35	
  
	
  
	
  
	
   	
  
 
	
  
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Introduction	
  
	
  
What	
  Is	
  VAN?	
  
The	
  VAN	
  (Voter	
  Activation	
  Network)	
  is	
  an	
  online	
  information	
  management	
  tool.	
  Its	
  purpose	
  is	
  to	
  
promote	
  organizing	
  and	
  activism	
  by	
  combining	
  a	
  strong	
  infrastructure,	
  state-­‐of-­‐the-­‐art	
  
programming,	
  and	
  user-­‐friendly	
  instructions	
  to	
  let	
  organizers	
  focus	
  on	
  their	
  core	
  mission	
  without	
  
having	
  to	
  learn	
  extensive	
  new	
  computer	
  skills.	
  VAN	
  has	
  solved	
  the	
  most	
  difficult	
  data	
  challenges	
  
facing	
  organizers:	
  moving	
  hundreds	
  of	
  individual	
  records	
  weekly	
  from	
  the	
  clinic	
  or	
  meeting	
  into	
  a	
  
central	
  database,	
  getting	
  that	
  information	
  out	
  when	
  it	
  is	
  needed,	
  and	
  sharing	
  it	
  with	
  other	
  coalition	
  
partners	
  in	
  order	
  to	
  avoid	
  duplication	
  of	
  efforts	
  and	
  maximize	
  impact	
  of	
  our	
  services.	
  
	
  
There	
  are	
  two	
  primary	
  databases	
  within	
  the	
  VAN:	
  My	
  Voter	
  File	
  and	
  My	
  Campaign.	
  My	
  Voter	
  File	
  
contains	
  records	
  of	
  all	
  registered	
  voters	
  in	
  your	
  state	
  including	
  registered	
  party	
  and	
  voting	
  history.	
  
My	
  Campaign	
  is	
  the	
  database	
  utilized	
  for	
  keeping	
  track	
  of	
  all	
  information	
  regarding	
  volunteers,	
  
events,	
  actions,	
  and	
  other	
  campaign	
  related	
  metrics.	
  Own	
  the	
  DREAM	
  (OTD)	
  and	
  your	
  affiliate	
  will	
  
exclusively	
  be	
  using	
  My	
  Campaign.	
  
	
  
You	
  will	
  be	
  getting	
  access	
  to	
  the	
  State	
  Voices	
  VAN	
  My	
  Campaign.	
  
	
  
Why	
  are	
  we	
  using	
  VAN?	
  
Utilizing	
  this	
  advanced	
  information	
  system	
  will	
  allow	
  you	
  as	
  an	
  affiliate	
  to:	
  
	
  
1. Keep	
  track	
  of	
  individual	
  contact	
  information	
  for	
  follow-­‐up	
  with	
  their	
  DACA	
  process,	
  invite	
  to	
  
events	
  or	
  actions	
  to	
  volunteer	
  or	
  attend,	
  to	
  schedule	
  1-­‐1	
  meetings	
  or	
  other	
  office-­‐related	
  work.	
  
2. Organize	
  and	
  track	
  a	
  specific	
  group	
  set	
  of	
  data	
  for	
  further	
  development	
  (i.e.	
  DACA	
  approved	
  
applications,	
  sent	
  applications,	
  and	
  more).	
  	
  
3. View	
  the	
  trend	
  of	
  ongoing	
  relationships	
  with	
  leaders	
  and	
  members	
  of	
  your	
  group	
  through	
  
continuous	
  tracking	
  of	
  individual	
  and	
  group	
  data	
  by	
  “status”	
  of	
  volunteer	
  history.	
  
4. Track	
  events	
  and	
  turn-­‐out	
  with	
  better	
  consistency	
  and	
  higher	
  quality	
  of	
  information	
  (i.e.	
  clean	
  
data).	
  	
  
5. Utilize	
  a	
  growing	
  database	
  of	
  individual	
  and	
  group	
  information	
  to	
  formulate	
  better	
  strategies	
  
and	
  tactics	
  for	
  expansion	
  and	
  action	
  for	
  your	
  team,	
  community,	
  and	
  state.	
  
6. Allow	
  your	
  team	
  to	
  refine	
  your	
  ladder	
  of	
  engagement	
  for	
  your	
  community	
  while	
  improving	
  the	
  
follow-­‐up	
  with	
  local	
  leaders	
  and	
  volunteers.	
  
7. Ultimately	
  allow	
  your	
  team	
  to	
  identify	
  strengths	
  and	
  weaknesses	
  in	
  order	
  to	
  build	
  a	
  stronger	
  
sustainable	
  infrastructure	
  to	
  service	
  your	
  community.	
  
	
  
VAN	
  will	
  improve	
  your	
  member’s	
  individual	
  and	
  overall	
  team	
  performance	
  as	
  well	
  as	
  expanding	
  on	
  
your	
  ability	
  to	
  base-­‐build	
  and	
  formulate	
  better,	
  more	
  effective	
  strategies	
  to	
  service	
  your	
  community.	
  
It	
  is	
  important	
  to	
  invest	
  time	
  in	
  this	
  form	
  of	
  data	
  collection	
  to	
  better	
  invest	
  in	
  talent	
  in	
  our	
  
communities.	
  
	
   	
  
 
	
  
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Glossary	
  
There	
  are	
  several	
  terms	
  that	
  are	
  used	
  commonly	
  when	
  dealing	
  with	
  the	
  VAN	
  or	
  its	
  functionality:	
  
	
  
1. Voter(s)	
  
a. A	
  person	
  or	
  group	
  of	
  people	
  that	
  are	
  added	
  to	
  My	
  Voter	
  File	
  who	
  may	
  or	
  may	
  not	
  have	
  
ever	
  spoken	
  to	
  us.	
  
b. NOT	
  on	
  our	
  lists	
  and	
  we	
  will	
  NOT	
  access.	
  
2. Volunteer(s)	
  
a. A	
  person	
  or	
  group	
  of	
  people	
  that	
  are	
  registered	
  in	
  My	
  Campaign	
  that	
  we	
  are	
  in	
  
relationship/contact	
  with.	
  
b. Scheduled	
  participants	
  of	
  events,	
  actions,	
  meetings	
  or	
  other	
  gatherings.	
  
c. Our	
  primary	
  constituency	
  and	
  universe.	
  
3. Canvasser	
  
a. The	
  staff	
  member	
  or	
  person	
  using	
  the	
  VAN	
  to	
  conduct	
  follow-­‐up	
  or	
  enter	
  data.	
  
b. The	
  person(s)	
  who	
  spoke	
  to	
  or	
  attempted	
  to	
  speak	
  to	
  an	
  individual	
  or	
  attendee.	
  
4. Universe	
  
a. The	
  entire	
  collection	
  of	
  a	
  group	
  set	
  of	
  data.	
  
5. Activist	
  Code	
  
a. The	
  designation	
  in	
  VAN	
  for	
  an	
  individual	
  volunteer’s	
  activity	
  in	
  a	
  specific	
  event.	
  
b. A	
  designation	
  for	
  an	
  individual’s	
  role	
  on	
  your	
  team	
  or	
  at	
  a	
  specific	
  event.	
  
c. Used	
  to	
  identify	
  categories	
  mostly	
  in	
  a	
  binary	
  way.	
  For	
  example,	
  if	
  we	
  want	
  to	
  know	
  how	
  
a	
  person	
  heard	
  about	
  an	
  event,	
  we	
  would	
  use	
  a	
  SQ.	
  To	
  know	
  if	
  someone	
  wants	
  or	
  
doesn’t	
  want	
  to	
  receive	
  email	
  updates,	
  we	
  would	
  use	
  an	
  AC.	
  
6. Survey	
  Question	
  
a. Questions	
  designed	
  to	
  illicit	
  a	
  specific	
  response	
  for	
  a	
  prescribed	
  list	
  for	
  tracking.	
  
b. Essentially	
  the	
  same	
  as	
  questions	
  on	
  the	
  intake	
  and	
  exit	
  forms.	
  
c. Includes	
  any	
  information	
  in	
  the	
  form	
  of	
  an	
  answer	
  to	
  a	
  particular	
  question.	
  
	
   	
  
 
	
  
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Logging	
  In	
  To	
  VAN	
  
YOUR	
  VAN	
  ADMINISTRATOR	
  WILL	
  GIVE	
  YOU	
  ACCESS.	
  Please	
  do	
  not	
  share	
  your	
  password	
  with	
  
anyone	
  else.	
  The	
  VAN	
  tracks	
  the	
  IP	
  address	
  used	
  by	
  all	
  users	
  and	
  will	
  notify	
  the	
  system	
  
administrator	
  if	
  multiple	
  IP	
  addresses	
  are	
  in	
  use	
  for	
  a	
  single	
  individual.	
  If	
  you	
  do	
  share	
  your	
  login	
  
information,	
  your	
  access	
  may	
  be	
  discontinued	
  and	
  could	
  be	
  held	
  liable	
  under	
  the	
  terms	
  of	
  the	
  VAN	
  
contract.	
  Each	
  user’s	
  access	
  is	
  customized	
  for	
  that	
  user’s	
  need.	
  It	
  is	
  essential	
  that	
  we	
  are	
  conscious	
  
of	
  the	
  confidentiality	
  and	
  integrity	
  of	
  the	
  data	
  contained	
  in	
  the	
  VAN.	
  
	
  
Log in to VAN through
van.statevoices.org.
Once you come up to
the home screen, you’ll
be prompted to log in
with your account
credentials.
Going Into My Campaign
Once you are logged
in, you want to make
sure you’re on the My
Campaign tab.
When you start, it
may prompt you to
begin a tutorial. If you
have time, we
encourage you to
navigate through it.
	
  
	
  
 
	
  
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Main	
  Menu	
  
	
  
The	
  main	
  menu	
  is	
  the	
  central	
  hub	
  from	
  which	
  you	
  will	
  be	
  performing	
  all	
  VAN	
  operations	
  as	
  well	
  as	
  
access	
  VAN	
  functionalities.	
  When	
  you	
  have	
  logged	
  on	
  to	
  the	
  VAN	
  the	
  first	
  thing	
  you	
  will	
  see	
  is	
  the	
  
Main	
  Menu.	
  This	
  screen	
  directs	
  you	
  to	
  all	
  of	
  the	
  other	
  system	
  functions	
  and	
  tools	
  that	
  you	
  will	
  use.	
  	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
 
	
  
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Searching Records
Group Data
To search for group data using specified parameters, click on Create A New List from the Main Menu:
This will allow you to create a list from customized fields of data from the universe. Allowing you to view
how many people went to an event or volunteered at an action, etc.
 
	
  
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Make sure that you drop down the following the following menus: Events, Location, Survey
Questions, Activist Codes, Email, Phone & Emails, and Suppressions. Remember to save
your page layout so that you don’t have to drop down the menus every time that you have to
create a list.
Remember: This data will only be updated every Monday from the home office.
Use this tool to cut lists based on the following options under Event:
1. You can include or
exclude folks based on the
parameters chosen.
2. Under “Type” you can
pick the event type that you’ve
created.
3. Under “Status” you
should include folks that have
completed events before.
For the options of Survey Questions & Activist Codes, you can pick according to the
categories that your constituency is broken down to.
Once you’ve selected all the options for your list, click Search!
Every	
  time	
  that	
  you	
  cut	
  a	
  new	
  
list,	
  it	
  is	
  important	
  that	
  you	
  
remove	
  all	
  suppressions	
  before	
  
you	
  save	
  and	
  run	
  the	
  list.	
  If	
  the	
  
suppressions	
  are	
  not	
  removed,	
  
you	
  run	
  the	
  risk	
  that	
  folks	
  with	
  
no	
  addresses	
  or	
  that	
  are	
  not	
  
contactable	
  will	
  not	
  appear	
  in	
  
your	
  lists.	
  However,	
  good	
  ways	
  
to	
  avoid	
  this	
  is	
  to	
  ensure	
  that	
  all	
  
individual’s	
  contact	
  data	
  is	
  
complete.	
  	
  
	
  
 
	
  
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The page that you see now is the main list page, titled My List. Right under the title, you’ll find
how many people are currently in that list.
Individual Data
The quickest way to search and find an individual’s record is through Quick Look-Up, accessible
via the Main Menu:
Enter	
  the	
  
information	
  in	
  
the	
  appropriate	
  
fields	
  and	
  click	
  
“Search”	
  to	
  pull	
  
up	
  an	
  
individual’s	
  
record.	
  	
  
 
	
  
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My List: Options & Functions
There are a variety of options available from the list menu after a search is completed. Once
you have run your search the “My List” page will appear with you results. The total number of
people is located at the top left hand side of the screen. Also listed is the number of doors and
mailboxes. And below is a sample of the list of people. By clicking on their name their record will
appear and you can quickly see if they should be in your target population, or not. If not you will
need to determine what you did wrong in your selection criteria and fix it. You can also select a
range of options for managing your list as well as options for contacting the individuals
populated within that list.
You can refine your search using the “Add Names”, “Remove Names” or “Narrow My List”
functions located at the top of the page. Selecting any of these options will take you back to
the search criteria screen.
“Add Names” will select additional people based on your new criteria and add them to your
current list.
“Remove Names” will delete people from your current list based on your new criteria. Just
remember you want to “include” people in your search criteria in order to remove them.
	
  
“Narrow My List” will narrow your list based on your new criteria (i.e. If you selected
records for the entire district and use the “Narrow My List” to only one precinct, you will get
individual records for only the precinct you chose in the new selection.)
Letter will allow you to merge your list into a form letter that you format and design.
Labels will create mailing labels out of the information contained in your list.
Emails will provide an email blast service to all the members of your list. (May or may not be
available.)
Saved Lists and Searches
Accessible	
  via	
  the	
  Main	
  Menu	
  under	
  “View	
  My	
  Folders”.	
  DACA	
  lists	
  are	
  saved	
  searches.	
  
 
	
  
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Setting Up a Virtual Phone Bank (VPB)
On the icon menu directly above the list, you’ll want to click on a small icon that looks like a
phone, and says Calls right underneath it.
Once you’ve clicked on it, a
small pop up menu directly
over the icon will appear.
You’ll want to select the
Setup Virtual Phone Bank
List option and click Next.
Note: One person can set up
a Virtual Phone Bank for the
entire team!
See: Starting your Virtual
Phone Bank ahead on this
VANual to start a VPB that
has already been created.
You’ll be directed to a new page titled New Virtual Phone Bank
For “Name” use the naming standard:
DATE: TYPE. For example, if you are
following up with clinic attendees from list
three, you may want to name it
09/16:FollowUp
Description can be left blank, but you can
add notes there for folks that may want to
see what the follow is specifically about.
For “Script” select the title of the list that you
selected to make calls to.
For upper display, make sure you select:
age and sex.
For lower display, make sure you select: cell
phone, email, home phone, and preferred
phone.
 
	
  
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Lower display appears: above the script
For editable display, select: events, addresses,
phones, email, and notes.
For viewable display, select: Activist Codes,
Survey Responses, and Contact History
Start date: Today
End date: Set a reasonable time that you
know it will take you to complete.
Leave daily availability empty, no time limit,
and no contact limit.
The progress bar will appear above the phone
bank, so select “Show Entire Phone bank
Progress.”
Do not check “Allow users to repeat session”
& “Distribute voters by ZIP”
Make sure you include the Event Scheduler, and select do not display in Household.
Once you’ve made your selections, make sure that you click Next, which will redirect you to a
new page titled Edit Virtual Phone Bank. It will look just like the previous page, don’t
worry, once you scroll down, you will see that User Access is now optional.
Make sure to select the
names of one of your
teammates and share
with them by clicking the
Add button. Remember
to share with yourself,
and with Reyna, Adrian.
 
	
  
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Starting your Virtual Phone Bank:
Find the Quick Tasks in the main menu page from the
main page in the My Campaign tab, and click on the
Virtual Phone Bank icon that will bring you to select
your phone bank. If you successfully shared it with
yourself, the phone bank will be there. If the VPB icon is
not there, log out and sign in again.
Click next in this prompt to be directed to the introduction to the Virtual Phone Bank screen,
where you will also click next.
This is the Virtual Phone Bank:
This	
  is	
  where	
  you	
  
will	
  find	
  the	
  
information	
  of	
  the	
  
person	
  you	
  will	
  be	
  
calling.	
  If	
  they	
  do	
  
NOT	
  pick	
  up	
  the	
  
phone,	
  or	
  if	
  you	
  
aren’t	
  able	
  to	
  reach	
  
them,	
  make	
  sure	
  to	
  
mark	
  the	
  
appropriate	
  status.	
  
	
  
On	
  the	
  top,	
  you	
  will	
  
see	
  the	
  schedule	
  
button,	
  where	
  you	
  
can	
  schedule	
  the	
  
person	
  to	
  an	
  event	
  
that	
  you	
  have	
  
created.	
  Click	
  
“Save/Next”	
  for	
  the	
  
next	
  person	
  on	
  the	
  
list.	
  
 
	
  
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First, you’ll want to know what the status of this individual is. Scroll all the way down to the
bottom, where you will find three boxes that contain the Contact History, Survey Questions,
and Activist Codes. Use the Survey Questions and Activist Codes Reference Sheet in this
guide to understand better what this individual will need for support or follow up.
Follow the instructions on the script to apply the right response to your follow up.
Here’s an example from a DACA clinic follow up: if Adrian was missing his educational
requirement and has been referred to appropriate resources, you will have to mark this under
the “Missing Educational Requirements” question, and mark him/her Referred2Help.
 
	
  
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Events
Creating and Editing
Find the Calendar Events icon in the Main Menu
page. When you click on the icon, a drop down
comes down, and you’ll want to click on Calendar,
which will direct you to calendar main page.
In the Event Calendar view, click
on “Add New Event”
Once you click on the icon, a pop
up menu will appear that will
require you to pick an event type
that you want to create.
Follow the instructions to complete the “Name” tab, to include a name, and the times that the
event will be running. Make sure to include the city of where you will be hosting the event
somewhere in the name.
After completing, click “Next.”
 
	
  
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Now you can
specify the
number of shifts
that there will be
during the event.
This can help you on scheduling volunteers for certain time blocks. Many events will be single
shift, and this will not be necessary. After completing the shifts, the Repeat tab will come next. If
this is a recurring event, you can mark it by daily, weekly, or monthly. Phone banking events will
likely be the only recurring events at this time.
The next tab will
be location; you
can search for a
location that
you’ve inputted
before, or you
can create a new
location by
clicking on the
link next to the
search box, and
filling out the pop up that appears.
After completing the
Location tab, click next
to find the Roles tab.
Select attendees and
volunteers to ensure
that you are scheduling
folks and are able to
differentiate between volunteers for the clinic, and folks that actually will participate in the clinic.
Click finish to create your event!
	
  
 
	
  
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Events: Volunteer Scheduling
There are multiple options available in VAN to schedule volunteers to your events and follow-up
with them to confirm their participation or find out more about their DACA process. You can
schedule volunteers via Virtual Phone Bank, Quick Look-Up, Quick Mark, or through the
Calendar View. Let’s take a closer look at these methods.
Schedule by VPB
After you click on the schedule button, you can select the calendar date that you will be hosting
your next event, or the day that you want these folks to be scheduled for. Remember, for every
person that you invite to an event, you want to mark him or her as scheduled, so that you can
do confirmation calls the night before unless the volunteer has already given you a confirmation
either way during your initial invitation phone call.
	
  
	
   	
  
 
	
  
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Schedule by Individual Record
First, access Quick Look-Up from the Main Menu and proceed to fill out the appropriate fields to
pull up the individual’s record you are attempting to schedule.
	
  
	
  
	
  
	
  
	
  
	
  
Once	
  in	
  the	
  record,	
  
click	
  on	
  the	
  box	
  that	
  
says	
  “Events”	
  and	
  
then	
  hit	
  “Schedule	
  
for	
  Events”	
  to	
  open	
  
the	
  event	
  scheduler.	
  
	
  
(Can	
  also	
  be	
  
reached	
  via	
  the	
  
“Upcoming	
  Events”	
  
or	
  “Past	
  Events”	
  
boxes.)	
  
	
  
Choose	
  the	
  date	
  of	
  
the	
  event	
  and	
  
choose	
  the	
  
appropriate	
  status	
  
from	
  the	
  drop	
  down	
  
menu	
  on	
  the	
  right.	
  
 
	
  
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Schedule via Calendar View
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
   	
  
From	
  the	
  Main	
  Menu,	
  access	
  the	
  
Calendar	
  View	
  through	
  the	
  Calendar	
  
icon.	
  A	
  dropdown	
  menu	
  with	
  three	
  
options	
  will	
  appear.	
  
	
  
The	
  Event	
  List	
  option	
  will	
  bring	
  you	
  
to	
  a	
  list	
  of	
  the	
  current	
  and	
  past	
  
events	
  as	
  well	
  as	
  show	
  upcoming	
  
events	
  or	
  allow	
  you	
  to	
  search	
  with	
  
specific	
  criteria.	
  
Click	
  on	
  the	
  event	
  you	
  would	
  like	
  
to	
  view	
  once	
  in	
  Calendar	
  view	
  
and	
  click	
  on	
  the	
  magnifying	
  glass	
  
from	
  the	
  menu	
  that	
  appears	
  on	
  
the	
  screen	
  to	
  access	
  the	
  Event	
  
Details	
  page.	
  
	
  
From	
  the	
  Event	
  Details	
  page,	
  
click	
  on	
  “Add	
  Volunteers”	
  from	
  
the	
  top	
  right	
  and	
  the	
  Event	
  
Scheduler	
  will	
  appear.	
  
Choose	
  the	
  status	
  for	
  the	
  individual	
  
volunteer	
  and	
  make	
  sure	
  you	
  click	
  on	
  
“Save/Next”	
  in	
  order	
  to	
  ensure	
  your	
  
information	
  was	
  stored	
  properly!	
  
 
	
  
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Making Confirmation Calls
Making confirmation calls the night before:
All right, let’s bring it back to the Main Menu, and
back to the Event List view. Here you will find a list
of events that you’ve created and upcoming for the
month.
Select the event that you’ll be making confirmation calls for the night before. You’ll then be
directed to a page like this:
Event Participant List:
You can scroll through the participant list and call them one by one, and change their
status from scheduled to confirmed right there and then. You can also download the
Excel Document to have in paper form, but you will have to log back in to VAN to
change folks to confirmed status.
 
	
  
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Data Entry 101
There are many options to input data into the VAN from individuals to groups. We will only be
inputting data manually in the VAN in cases where:
1. We did not gather all the pieces of information required of the volunteer and had to
come back to update specific field(s).
2. A volunteer that did not attend one of your clinics but was contacted on a 1-1 basis
within the community.
3. Leaders or volunteers that did not use the traditional Google form upon intake/entry.
We will take a closer look at two forms of data entry into the VAN, Form View and Quick Mark.
Form View
Select to Load Data by clicking on the Form View, and from the drop down, select Enter Data
Using Form View.
Once you click there, you will be directed to a list of options on how to use the Form. Select Use
Quick Look Up. This tool will ensure that you are able to search for a person to ensure that
their data record is not already in My Campaign. Using this option will help us reduce the
number of potential duplicates in VAN. Click Next.
 
	
  
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Once you’ve clicked next, you will be prompted to put information about where this data came
from:
1. Make sure under form you select Organizing Team General Input Tool.
2. Select a canvasser, or the person that gathered the data.
3. You can add canvassers if they don’t have a specific account for VAN by clicking on the
Add a New Canvasser option.
4. Select the date that your sign in sheet was collected.
Once you’re done, click Next.
You’ll be brought up to the Quick Look Up section. You’ll be able to search your supporter
information first to see if it already exists in My Campaign. If it doesn’t, you’ll be prompted to
search the Voter File to match existing information. The likeliness of you finding someone from
the Voter File will be very slim, so if you find some one, just copy the supporter. Otherwise, add
a new supporter, which will prompt you to go into the Form View for data entry.
 
	
  
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This is what the form looks like:
	
  
EVENT	
  SCHEDULER	
  
	
  
DO	
  NOT	
  
CLICK	
  ON	
  
THE	
  
BUBBLES	
  
OR	
  COPY	
  
ANY	
  
RECORD	
  
FROM	
  MY	
  
VOTER	
  
FILE!	
  
You	
  can	
  schedule	
  this	
  individual	
  for	
  an	
  event	
  by	
  clicking	
  on	
  the	
  Calendar	
  icon	
  prompting	
  the	
  Event	
  
Scheduler	
  to	
  appear.	
  
 
	
  
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Quick Mark
Quick Mark enables you to attach one particular piece of data to multiple records. This is also
useful for scheduling multiple volunteers to an event. In this instance we will be looking at Quick
Mark to input data for a group of individuals. All you want to do is flag the attendance of folks, if
they already have a My Campaign record, and make one if they don’t. Quick Mark works a lot
like Quick Look-Up, except that after you search for and find a record, you can simply click on a
box to assign the data.
	
  
From	
  the	
  Main	
  Menu,	
  
select	
  Quick	
  Mark	
  
from	
  the	
  icon	
  on	
  the	
  
upper	
  right	
  hand	
  
side	
  of	
  the	
  screen.	
  
You	
  then	
  have	
  to	
  
select	
  exactly	
  
what	
  data	
  you	
  
want	
  to	
  assign	
  to	
  
each	
  record.	
  You	
  
can	
  add	
  Volunteer	
  
Activities,	
  event	
  
shift	
  signups,	
  
activist	
  codes,	
  
survey	
  responses,	
  
and	
  other	
  kinds	
  of	
  
data.	
  Just	
  specify	
  
exactly	
  what	
  data	
  
you’re	
  recording.	
  
 
	
  
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Then, after you search for and find each record, you can update the data without entering their
individual record. Just click the box, hit Save, and search for your next record.
The main limitation of this practice, besides only being able to enter one bit of data per record, is
that you cannot create a new My Campaign record. You have to set aside folks that cannot be
matched to existing My Campaign records and create their records later using Quick Look-Up.
Quick Look-Up
Other than that, you could always use Quick-Look Up from the Main Menu to search for an
individual volunteer’s record and add information via their profile:
 
	
  
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Making VAN Work for Your Team
There are many ways in which DATA Entry can become “tedious” or “monotonous” experiences.
We may not always associate the collection of data with the success of our campaigns, but data
is a remarkable tool for you on the ground for insight into your team’s individual and group
performance. It will raise your team’s effectiveness in the community and allow you to connect
and serve more youth and help more families stay united. We value data highly in our daily
operations and here are some tips to get VAN to work for you!
Schedule Consistently
Have a routine for your team to provide assistance in follow-up data work to clinic and event
attendees! Make it a point to schedule a portion of one day out of the week dedicated to data
work. Track that event in the VAN! Changing the culture of data requires making it a routine for
you, your team, and community leaders!
Bring in volunteers to help you and your team! This way, you will be developing your local
leadership as well as cutting down on the amount of time your team spends on data! This will
also give your volunteers experience in outreach and give them more self-confidence, raising
the potential for development and recruitment!
HAVE FUN & BE CREATIVE
Have fun with your own DATA PARTIES! Invite local community leaders, order some food, and
even throw in some salsa or bacchata! Data work does not have to be “boring, tedious, or
monotonous”! There are a variety of ways in which to throw a DATA Party so BE CREATIVE!
	
  
 
	
  
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Survey Question Reference Guide
Survey	
  Question	
  Reference	
  Guide	
  
Question	
  Name	
   Summary	
   Form	
   Responses	
  
DRN	
  Group	
  
Question	
  regarding	
  DACA	
  
Renewals	
  from	
  the	
  DRN	
  
website.	
   None	
  
Have	
  DACA	
  
DRN	
  Group	
   Applied	
  
DRN	
  Group	
   Eligible	
  
DRN	
  Group	
   Not	
  Eligible	
  
DRN	
  Group	
   Do	
  Not	
  Need	
  
DRN:	
  DACA	
  Hotline	
  
NALEO	
  Hotline	
  Question	
   None	
  
Eligibility	
  
DRN:	
  DACA	
  Hotline	
  
Documentation	
  
Needed	
  
DRN:	
  DACA	
  Hotline	
   Fees	
  &	
  DACA	
  Process	
  
DRN:	
  DACA	
  Hotline	
   Assistance	
  Referral	
  
DRN:	
  DACA	
  Hotline	
   Assistance	
  Referral	
  
HH	
  Size	
  
Total	
  Size	
  of	
  the	
  individual's	
  
Household	
   Entry	
  
1	
  
HH	
  Size	
   2	
  
HH	
  Size	
   3	
  
HH	
  Size	
   4	
  
HH	
  Size	
   5	
  
HH	
  Size	
   6	
  
HH	
  Size	
   7	
  
HH	
  Size	
   8+	
  
HH	
  Size	
   Prefer	
  Not	
  to	
  Say	
  
OTD	
  Entry	
  DACA	
  Stat	
  
Have	
  they	
  submitted	
  a	
  DACA	
  
Application	
  in	
  the	
  past?	
   Entry	
  
Yes-­‐	
  Approved	
  
OTD	
  Entry	
  DACA	
  Stat	
   Yes-­‐	
  RFE	
  
OTD	
  Entry	
  DACA	
  Stat	
   Yes-­‐	
  Pending	
  
OTD	
  Entry	
  DACA	
  Stat	
   Yes-­‐	
  Denied	
  
OTD	
  Entry	
  DACA	
  Stat	
   No	
  
RES:HeardofUs	
  
Old	
  "How	
  did	
  you	
  hear	
  about	
  
us"	
  question.	
  NO	
  LONGER	
  IN	
  
USE.	
  
Old	
  
Entry	
  
Phone	
  Call	
  
RES:HeardofUs	
   Text	
  Message	
  
RES:HeardofUs	
   Facebook	
  
RES:HeardofUs	
   Email	
  
RES:HeardofUs	
   Flyer	
  
RES:HeardofUs	
   Website	
  
RES:HeardofUs	
   Previous	
  Event	
  
RES:HeardofUs	
   Friend/Family	
  
RES:HeardofUs	
   Guidance	
  Counselor	
  
RES:HeardofUs	
   Organizer	
  
RES:HeardofUs	
   Radio	
  
RES:HeardofUs	
   TV	
  
 
	
  
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RES:HeardofUs	
   Consulate	
  
RES:HeardofUs	
   Community	
  Center	
  
RES:HeardofUs	
   Church/Congregation	
  
RES:HeardofUs	
   High	
  School	
  
RES:What	
  event	
  type?	
  
Old	
  Event	
  Type	
  Identifier.	
  NO	
  
LONGER	
  IN	
  USE.	
  
Old	
  
Entry	
  
DACA	
  Clinic	
  
RES:What	
  event	
  type?	
   Informational	
  
RES:What	
  event	
  type?	
   Recruitment	
  
RES:What	
  event	
  type?	
   DACA	
  Home	
  Office	
  
RES:What	
  event	
  type?	
   Consulate	
  
RES:What	
  event	
  type?	
   Other	
  
Returning	
  Reason	
  
What	
  is	
  the	
  reason	
  for	
  
returning	
  to	
  clinic	
  if	
  it'n	
  not	
  
the	
  first	
  time?	
   Entry	
  
Received	
  RFE	
  
Returning	
  Reason	
   Needed	
  Legal	
  Review	
  
Returning	
  Reason	
   Criminal	
  Background	
  
Returning	
  Reason	
   RecBiometricAppt	
  
Returning	
  Reason	
   DACA	
  Renewals	
  
STAT:	
  DRN	
  
Old	
  DRN	
  question	
  from	
  
website.	
  NO	
  LONGER	
  IN	
  USE.	
   None	
  
Have	
  DACA	
  
STAT:	
  DRN	
   Applied	
  
STAT:	
  DRN	
   Eligible	
  Not	
  Applied	
  
STAT:	
  DRN	
   Not	
  Eligible	
  
STAT:	
  DRN	
   Do	
  Not	
  Need	
  
*SOURCE	
  
Denotes	
  which	
  program	
  or	
  
where	
  physically	
  the	
  data	
  
was	
  collected.	
   None	
  
Mobile	
  Commons	
  
*SOURCE	
   Salsa	
  
*SOURCE	
   OTD	
  
*SOURCE	
   DRN	
  
*SOURCE	
   O-­‐Team	
  
*SOURCE	
   DEEP	
  
*SOURCE	
   END	
  
*SOURCE	
   QUIP	
  
*SOURCE	
   PICO	
  
*SOURCE	
   Hotline	
  
*SOURCE	
   Backlog	
  
*SOURCE	
   LAD	
  
1st	
  Time	
  DACA	
  App	
  
What	
  took	
  so	
  long	
  for	
  the	
  
applicant	
  to	
  apply	
  for	
  DACA?	
   Entry	
  
NotHeardofDACA	
  
1st	
  Time	
  DACA	
  App	
   Finished	
  Evidence	
  
1st	
  Time	
  DACA	
  App	
   Financial	
  Need	
  
1st	
  Time	
  DACA	
  App	
   Missing	
  Edu	
  Reqr	
  
1st	
  Time	
  DACA	
  App	
   Just	
  Aged	
  In	
  
ENT:	
  DACA	
  Applicant?	
  
Old	
  Attendee	
  Role	
  Identifier.	
  
NO	
  LONGER	
  IN	
  USE.	
  
Old	
  
Entry	
  
Yes	
  
ENT:	
  DACA	
  Applicant?	
   No,	
  Friend	
  
ENT:	
  DACA	
  Applicant?	
   No,	
  Family	
  Member	
  
 
	
  
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ENT:	
  DACA	
  Applicant?	
   No,	
  Parent/Leg.Guard	
  
ENT:	
  DACA	
  Applicant?	
   No,	
  Attorney/Leg.Rep	
  
ENT:	
  DACA	
  Applicant?	
   No,	
  Teacher/Educator	
  
ENT:	
  DACA	
  Applicant?	
   No,	
  Community	
  Leader	
  
ENT:	
  DACA	
  Applicant?	
   No,	
  Volunteer	
  
Not	
  Eligible	
  Reason	
  
What	
  are	
  the	
  reasons	
  for	
  not	
  
being	
  eliglible	
  for	
  DACA?	
   Exit	
  
CrimBackground	
  
Not	
  Eligible	
  Reason	
   NoPhyPresence6/15/12	
  
Not	
  Eligible	
  Reason	
   Arr.	
  After	
  2007	
  
Not	
  Eligible	
  Reason	
   Arr.	
  After	
  16yrs	
  
SelfDescribed	
  Gender	
  
Used	
  to	
  apply	
  self-­‐described	
  
gender.	
   Contact	
  
Male	
  
SelfDescribed	
  Gender	
   Female	
  
SelfDescribed	
  Gender	
   Queer	
  Male	
  
SelfDescribed	
  Gender	
   Queer	
  Female	
  
SelfDescribed	
  Gender	
   TransGender	
  
SelfDescribed	
  Gender	
   Queer	
  Non-­‐conforming	
  
SelfDescribed	
  Gender	
   Prefer	
  Not	
  to	
  Say	
  
*Email	
  Opt	
  In	
   Would	
  they	
  like	
  to	
  receive	
  
email	
  updates?	
  THIS	
  IS	
  THE	
  
MOST	
  UP	
  TO	
  DATE.	
   Contact	
  
Opted-­‐In	
  
*Email	
  Opt	
  In	
   Declined	
  
*Email	
  Opt	
  In	
   No	
  Email	
  
*Ladder	
  Transition	
  
For	
  Ladder	
  of	
  Engagement	
  
and	
  O-­‐Team.	
   None	
  
Had	
  1:1	
  
*Ladder	
  Transition	
   Testing	
  Period	
  
*Ladder	
  Transition	
   Failed	
  Test	
  
*Ladder	
  Transition	
   Passed	
  Test	
  
*Ladder	
  Transition	
   Leader	
  
*OnlineActivistLevel	
  
To	
  denote	
  different	
  levels	
  of	
  
online	
  activity	
  through	
  email.	
   None	
  
4-­‐Highest	
  
*OnlineActivistLevel	
   3-­‐Activist	
  
*OnlineActivistLevel	
   2-­‐SomeActions	
  
*OnlineActivistLevel	
   1-­‐OneTime	
  
*RES:HeardofUs	
  
How	
  did	
  you	
  hear	
  about	
  us?	
  
THIS	
  IS	
  THE	
  MOST	
  UP	
  TO	
  
DATE.	
   Entry	
  
Phone	
  Call	
  
*RES:HeardofUs	
   Text	
  Message	
  
*RES:HeardofUs	
   Email	
  
*RES:HeardofUs	
   Facebook	
  
*RES:HeardofUs	
   Website	
  
*RES:HeardofUs	
   Flyer	
  
*RES:HeardofUs	
   Previous	
  Event	
  
*RES:HeardofUs	
   Organizer	
  
*RES:HeardofUs	
   Guidance	
  Counselor	
  
*RES:HeardofUs	
   Friend/Family	
  
*RES:HeardofUs	
   Radio	
  
*RES:HeardofUs	
   TV	
  
 
	
  
30	
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  P a g e 	
  
	
  
*RES:HeardofUs	
   Consulate	
  
*RES:HeardofUs	
   Teacher/Educator	
  
*RES:HeardofUs	
   Community	
  Center	
  
*RES:HeardofUs	
   Church/Congregation	
  
*RES:HeardofUs	
   High	
  School	
  
*RES:HeardofUs	
   College/University	
  
*SMS	
  Opt	
  In	
   Would	
  you	
  like	
  to	
  receive	
  
text	
  messages?	
  THIS	
  IS	
  THE	
  
MOST	
  UP	
  TO	
  DATE.	
   Contact	
  
Opted-­‐In	
  
*SMS	
  Opt	
  In	
   Declined	
  
*SMS	
  Opt	
  In	
   No	
  Cell	
  Phone	
  
Constituent	
  Type	
  
Are	
  they	
  a	
  Dreamer,	
  ally,	
  or	
  
parent?	
  NO	
  LONGER	
  IN	
  USE.	
   None	
  
DREAMer	
  
Constituent	
  Type	
   Ally	
  
Constituent	
  Type	
   Parent	
  
Data	
  was	
  gathered	
  at	
  
To	
  denote	
  what	
  physical	
  
location	
  data	
  was	
  collected	
  
at.	
  NO	
  LONGER	
  IN	
  USE.	
   None	
  
High	
  Traffic	
  
Data	
  was	
  gathered	
  at	
   Event	
  
Data	
  was	
  gathered	
  at	
   High	
  School	
  
Data	
  was	
  gathered	
  at	
   Church	
  
Data	
  was	
  gathered	
  at	
   DACA	
  Clinic	
  
Data	
  was	
  gathered	
  at	
   List	
  
Language	
  Preference	
  
What	
  is	
  the	
  language	
  
preference?	
   Entry	
  
English	
  
Language	
  Preference	
   Spanish	
  
Language	
  Preference	
   Portuguese	
  
Language	
  Preference	
   Creole	
  
Language	
  Preference	
   Other	
  
Want	
  to	
  Volunteer?	
   Volunteer	
  Opt-­‐In	
  Survey	
  
Question.	
  NO	
  LONGER	
  IN	
  
USE.	
   None	
  
Yes	
  
Want	
  to	
  Volunteer?	
   No	
  
Want	
  to	
  Volunteer?	
   Later	
  
Country	
  of	
  Origin	
  
Denotes	
  the	
  country	
  of	
  
origin.	
   Entry	
  
Brazil	
  
Country	
  of	
  Origin	
   Colombia	
  
Country	
  of	
  Origin	
   Ecuador	
  
Country	
  of	
  Origin	
   El	
  Salvador	
  
Country	
  of	
  Origin	
   Guatemala	
  
Country	
  of	
  Origin	
   Honduras	
  
Country	
  of	
  Origin	
   Mexico	
  
Country	
  of	
  Origin	
   Peru	
  
Country	
  of	
  Origin	
   Philippines	
  
Country	
  of	
  Origin	
   South	
  Korea	
  
Country	
  of	
  Origin	
   Other	
  
DACA	
  Clinic	
  #	
  
Is	
  this	
  the	
  first,	
  second,	
  third,	
  
or	
  fourth	
  clinic?	
   Entry	
  
First	
  
DACA	
  Clinic	
  #	
   Second	
  
DACA	
  Clinic	
  #	
   Third	
  
 
	
  
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DACA	
  Clinic	
  #	
   Fourth	
  
Email	
  Opt-­‐In	
   Would	
  you	
  like	
  to	
  receive	
  
email	
  updates?	
  NO	
  LONGER	
  
IN	
  USE.	
  
Old	
  
Entry	
  
Opted-­‐In	
  
Email	
  Opt-­‐In	
   Declined	
  
ENT:	
  DACA	
  App	
  
Have	
  you	
  submitted	
  an	
  
application	
  in	
  the	
  past?	
  NO	
  
LONGER	
  IN	
  USE.	
  
Old	
  
Entry	
  
YES-­‐RFE	
  
ENT:	
  DACA	
  App	
   YES-­‐Denied	
  
ENT:	
  DACA	
  App	
   YES-­‐Pending	
  
ENT:	
  DACA	
  App	
   No	
  
EXT:	
  Relief	
  Type	
  
What	
  other	
  type	
  of	
  relief	
  are	
  
they	
  eligible	
  for?	
   Exit	
  
U	
  Visa	
  
EXT:	
  Relief	
  Type	
   Referred2Attorney	
  
EXT:	
  Relief	
  Type	
   TPS	
  
EXT:	
  Relief	
  Type	
   SIJ	
  Visa	
  
EXT:	
  Relief	
  Type	
   H1-­‐B	
  Visa	
  
EXT:	
  Relief	
  Type	
   Citizenship	
  
EXT:	
  Relief	
  Type	
   LPR	
  or	
  Greencard	
  
EXT:CrimBackground	
   Not	
  able	
  to	
  complete	
  
application	
  because	
  of	
  
criminal	
  background.	
  NO	
  
LONGER	
  IN	
  USE.	
   Old	
  Exit	
  
HasCrimBackground	
  
EXT:CrimBackground	
   NoCrimBackground	
  
EXT:CrimBackground	
   Referred2Attorney	
  
EXT:FinancialNeed	
  
Not	
  able	
  to	
  complete	
  
application	
  due	
  to	
  financial	
  
need.	
   Exit	
  
NeedsAssistance	
  
EXT:FinancialNeed	
   NoFiancialNeed	
  
EXT:FinancialNeed	
   ScholarshipRequested	
  
EXT:FinancialNeed	
   ScholarshipReceived	
  
EXT:FinancialNeed	
   Referred2Help	
  
EXT:MissEducReqr	
   Not	
  able	
  to	
  compete	
  
application	
  due	
  to	
  missing	
  
educational	
  requirement.	
   Exit	
  
MIssingEduReqr	
  
EXT:MissEducReqr	
   EduReqrMet	
  
EXT:MissEducReqr	
   Referred2Help	
  
EXT:MissingEvidence	
   Not	
  able	
  to	
  complete	
  
application	
  due	
  to	
  missing	
  
evidence.	
   Exit	
  
Evidence	
  Missing	
  
EXT:MissingEvidence	
   Complete	
  Evidence	
  
EXT:NeedsLegalReview	
  
Not	
  able	
  to	
  complete	
  
application	
  due	
  to	
  the	
  need	
  
for	
  further	
  legal	
  review.	
   Exit	
  
NeedsLegalReview	
  
EXT:NeedsLegalReview	
   Scheduled4Review	
  
EXT:NeedsLegalReview	
   Not	
  Needed	
  
EXT:NeedsLegalReview	
   Referred2Help	
  
HH	
  Income	
  
What	
  is	
  the	
  total	
  household	
  
income?	
   Entry	
  
Under	
  20K	
  
HH	
  Income	
   20-­‐30K	
  
HH	
  Income	
   30-­‐40K	
  
HH	
  Income	
   40-­‐50K	
  
HH	
  Income	
   50-­‐60K	
  
HH	
  Income	
   60-­‐70K	
  
 
	
  
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HH	
  Income	
   70K+	
  
HH	
  Income	
   Prefer	
  Not	
  to	
  Say	
  
Household	
  Size	
  
What	
  is	
  the	
  total	
  household	
  
size?	
  NO	
  LONGER	
  IN	
  USE.	
   Old	
  Exit	
  
1	
  
Household	
  Size	
   2	
  
Household	
  Size	
   3	
  
Household	
  Size	
   4	
  
Household	
  Size	
   5	
  
Household	
  Size	
   6	
  
Household	
  Size	
   7	
  
Household	
  Size	
   8+	
  
OTD	
  Exit	
  DACA	
  Stat	
  
What	
  was	
  the	
  outcome	
  of	
  
the	
  clinic?	
   Exit	
  
Ready2Send	
  
OTD	
  Exit	
  DACA	
  Stat	
   Sent@Clinic	
  
OTD	
  Exit	
  DACA	
  Stat	
   ReadyCantSend	
  
OTD	
  Exit	
  DACA	
  Stat	
   Unable2Complete	
  
OTD	
  Exit	
  DACA	
  Stat	
   OtherRelief	
  
OTD	
  Exit	
  DACA	
  Stat	
   Not	
  Eligible	
  
OTD	
  Follow	
  Up	
  DACA	
  S	
  
For	
  follow-­‐up	
  after	
  attendee	
  
has	
  come	
  to	
  the	
  clinic.	
  What	
  
is	
  the	
  status	
  of	
  application?	
  
Follow-­‐
up	
  
Sent	
  
OTD	
  Follow	
  Up	
  DACA	
  S	
   Biometrics	
  
OTD	
  Follow	
  Up	
  DACA	
  S	
   Received	
  RFE	
  
OTD	
  Follow	
  Up	
  DACA	
  S	
   DACA	
  Approved	
  
SMS	
  Opt-­‐In	
   Would	
  you	
  like	
  to	
  receive	
  
text	
  messages?	
  NO	
  LONGER	
  
IN	
  USE.	
  
Old	
  
Entry	
  
Opted-­‐In	
  
SMS	
  Opt-­‐In	
   Declined	
  
US	
  Arrival	
  Year	
  
What	
  is	
  the	
  year	
  the	
  
attendee	
  arrived	
  in	
  the	
  USA?	
   Entry	
  
After	
  2007	
  
US	
  Arrival	
  Year	
   2007	
  
US	
  Arrival	
  Year	
   2006	
  
US	
  Arrival	
  Year	
   2005	
  
US	
  Arrival	
  Year	
   2004	
  
US	
  Arrival	
  Year	
   2003	
  
US	
  Arrival	
  Year	
   2002	
  
US	
  Arrival	
  Year	
   2001	
  
US	
  Arrival	
  Year	
   2000	
  
US	
  Arrival	
  Year	
   1999	
  
US	
  Arrival	
  Year	
   1998	
  
US	
  Arrival	
  Year	
   1997	
  
US	
  Arrival	
  Year	
   1996	
  
US	
  Arrival	
  Year	
   1995	
  
US	
  Arrival	
  Year	
   1994	
  
US	
  Arrival	
  Year	
   1993	
  
US	
  Arrival	
  Year	
   1992	
  
 
	
  
33	
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US	
  Arrival	
  Year	
   1991	
  
US	
  Arrival	
  Year	
   1990	
  
US	
  Arrival	
  Year	
   1989	
  
US	
  Arrival	
  Year	
   1988	
  
US	
  Arrival	
  Year	
   1987	
  
US	
  Arrival	
  Year	
   1986	
  
US	
  Arrival	
  Year	
   1985	
  
US	
  Arrival	
  Year	
   1984	
  
US	
  Arrival	
  Year	
   1983	
  
US	
  Arrival	
  Year	
   1982	
  
US	
  Arrival	
  Year	
   Before	
  1982	
  
SOURCE	
  
Denotes	
  which	
  program	
  or	
  
where	
  physically	
  the	
  data	
  
was	
  collected.	
  NO	
  LONGER	
  
IN	
  USE.	
   None	
  
Salsa	
  
SOURCE	
   Mobile	
  Commons	
  
SOURCE	
   END	
  
SOURCE	
   DEEP	
  
SOURCE	
   QUIP	
  
SOURCE	
   DRN	
  
SOURCE	
   Hotline	
  
SOURCE	
   PICO	
  
SOURCE	
   O-­‐Team	
  
SOURCE	
   LAD	
  
Affiliate	
  
Used	
  to	
  denote	
  ownership	
  of	
  
data	
  by	
  affiliate.	
   None	
  
AC4D	
  
Affiliate	
   DAOK	
  
Affiliate	
   DOV	
  
Affiliate	
   NJDAC	
  
Affiliate	
   NMDIA	
  
Affiliate	
   ADAC	
  
Affiliate	
   EL	
  Cambio	
  
Affiliate	
   SDDT	
  
Affiliate	
   SWER	
  
Affiliate	
   UWD	
  Contact	
  
Affiliate	
   NTDT	
  
Affiliate	
   OTDH	
  
Affiliate	
   AVDT	
  
Affiliate	
   ULI	
  
Affiliate	
   CT4D	
  
Email	
  Opt-­‐In	
   Would	
  you	
  like	
  to	
  receive	
  
email	
  updates?	
  NO	
  LONGER	
  
IN	
  USE.	
  
Old	
  
Entry	
  
Yes	
  
Email	
  Opt-­‐In	
   Unsubscribe	
  
Email	
  Opt-­‐In	
   Declined	
  
Ladder	
  Transition	
   For	
  Ladder	
  of	
  Engagement	
   None	
   Had	
  1:1	
  
 
	
  
34	
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Ladder	
  Transition	
   and	
  O-­‐Team.	
   Testing	
  Period	
  
Ladder	
  Transition	
   Failed	
  Test	
  
Ladder	
  Transition	
   Passed	
  Test	
  
Ladder	
  Transition	
   Leader	
  
OnlineActivistLevel	
  
	
  	
   None	
  
1-­‐One	
  Time	
  
OnlineActivistLevel	
   2-­‐SomeActions	
  
OnlineActivistLevel	
   3-­‐Activist	
  
OnlineActivistLevel	
   4-­‐Highest	
  
SMS	
  Opt-­‐In	
   Would	
  you	
  like	
  to	
  receive	
  
text	
  messages?	
  NO	
  LONGER	
  
IN	
  USE.	
  
Old	
  
Entry	
  
Yes	
  
SMS	
  Opt-­‐In	
   Unsubscribe	
  
SMS	
  Opt-­‐In	
   Declined	
  
UWD	
  Volunteer	
   Would	
  you	
  like	
  to	
  volunteer?	
  
ACTIVE	
  AND	
  MOST	
  UP	
  TO	
  
DATE	
   Exit	
  
Yes	
  
UWD	
  Volunteer	
   No	
  
UWD	
  Volunteer	
   Later	
  
Language	
   What	
  is	
  the	
  language	
  of	
  
preference?	
  NO	
  LONGER	
  IN	
  
USE.	
   None	
  
English	
  
Language	
   Spanish	
  
Language	
   English	
  and	
  Spanish	
  
How	
  was	
  recruit?	
  
Where	
  was	
  the	
  volunteer	
  
recruited?	
   None	
  
High	
  Traffic	
  
How	
  was	
  recruit?	
   Event	
  
How	
  was	
  recruit?	
   School	
  
How	
  was	
  recruit?	
   Church	
  
How	
  was	
  recruit?	
   List	
  
Who	
  are	
  they?	
  
Are	
  they	
  a	
  Dreamer,	
  ally,	
  or	
  
parent?	
  NO	
  LONGER	
  IN	
  USE.	
   None	
  
Dreamer	
  
Who	
  are	
  they?	
   Dreamer	
  Parent	
  
Who	
  are	
  they?	
   Ally	
  
	
   	
  
 
	
  
35	
  |	
  P a g e 	
  
	
  
Conclusion
VAN will help our network extensively over the next several years to expand our base, develop
new leadership, formulate better campaign strategy and tactics, reinforce strong behaviors and
strengthen weak ones, etc.
We look forward to working with you on the ground to strengthen our movement across the
country and expand our power by building a committed base of leaders. Thank you for all the
hard work you do in the field and we are honored to be able to deliver this VANual to you.
Sincerely,
Adrian Reyna,
Lucas Da Silva
More Resources…
1. Contact Lucas Da Silva, National Field Data Coordinator
lucas@weownthedream.org
(202) 669-3156
2. Visit the help guides through the Main Menu in VAN (highlighted in green):

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VANualFieldv4

  • 1.       Adrian  Reyna  &   Lucas  Da  Silva   United  We  DREAM   Fourth  Edition   Field  VANual  
  • 2.     1  |  P a g e     Written  2014  by   Lucas  Da  Silva,  National  Field  Data  Coordinator  and   Adrian  Reyna,  National  Data  Manager  of   Own  the  DREAM  Campaign  by   United  We  DREAM   Washington,  D.C.  20036                                                           Original  VANual  Credit  to  Adrian  Reyna,  Data  Manager  (UWD-­‐2013)     This  VANual  contains  work  adapted  from  State  Voices,  {issi}  &  TFA  Partners  VANual  and   PICO  Campaign  for  Citizenship  Data  Manual  &  VANual     Adapted  and  Edited  for  United  We  DREAM  by   Lucas  Da  Silva,  National  Data  Field  Coordinator    
  • 3.     2  |  P a g e     Table  of  Contents     Introduction………...…………………………………………………………………………………………………  pg.  3   Glossary………………………………………………………………………………………………………………….  pg.  4   Logging  In  To  VAN...………………………………………………………………………………………………..  pg.  5   Main  Menu…………..…………………………………………………………………………………………………  pg.  6   Lists:  Searching  Records…………………………………………………………………………………………  pg.  7   Lists:  Options  &  Functions……………………...……………………………………………………………….  pg.  10   Lists:  Virtual  Phone  Banks……………………………………………………………………………………....  pg.  11   Events:  Creating  and  Editing...………………………………………………………………………...……….  pg.  15   Events:  Volunteer  Scheduling……………………...…………………………………………………………..  pg.  17   Making  Confirmation  Calls………………………………………………………………………………………  pg.  20   Data  Entry  101……………………...………………………………………………………………………………..  pg.  21   Making  VAN  Work  for  Your  Affiliate……………………………………………………………………...…  pg.  26   Current  Survey  Question  Reference……………………………………………………………………..….  pg.  27   Conclusion…………………………………...…………………………………………………………………………  pg.  35          
  • 4.     3  |  P a g e     Introduction     What  Is  VAN?   The  VAN  (Voter  Activation  Network)  is  an  online  information  management  tool.  Its  purpose  is  to   promote  organizing  and  activism  by  combining  a  strong  infrastructure,  state-­‐of-­‐the-­‐art   programming,  and  user-­‐friendly  instructions  to  let  organizers  focus  on  their  core  mission  without   having  to  learn  extensive  new  computer  skills.  VAN  has  solved  the  most  difficult  data  challenges   facing  organizers:  moving  hundreds  of  individual  records  weekly  from  the  clinic  or  meeting  into  a   central  database,  getting  that  information  out  when  it  is  needed,  and  sharing  it  with  other  coalition   partners  in  order  to  avoid  duplication  of  efforts  and  maximize  impact  of  our  services.     There  are  two  primary  databases  within  the  VAN:  My  Voter  File  and  My  Campaign.  My  Voter  File   contains  records  of  all  registered  voters  in  your  state  including  registered  party  and  voting  history.   My  Campaign  is  the  database  utilized  for  keeping  track  of  all  information  regarding  volunteers,   events,  actions,  and  other  campaign  related  metrics.  Own  the  DREAM  (OTD)  and  your  affiliate  will   exclusively  be  using  My  Campaign.     You  will  be  getting  access  to  the  State  Voices  VAN  My  Campaign.     Why  are  we  using  VAN?   Utilizing  this  advanced  information  system  will  allow  you  as  an  affiliate  to:     1. Keep  track  of  individual  contact  information  for  follow-­‐up  with  their  DACA  process,  invite  to   events  or  actions  to  volunteer  or  attend,  to  schedule  1-­‐1  meetings  or  other  office-­‐related  work.   2. Organize  and  track  a  specific  group  set  of  data  for  further  development  (i.e.  DACA  approved   applications,  sent  applications,  and  more).     3. View  the  trend  of  ongoing  relationships  with  leaders  and  members  of  your  group  through   continuous  tracking  of  individual  and  group  data  by  “status”  of  volunteer  history.   4. Track  events  and  turn-­‐out  with  better  consistency  and  higher  quality  of  information  (i.e.  clean   data).     5. Utilize  a  growing  database  of  individual  and  group  information  to  formulate  better  strategies   and  tactics  for  expansion  and  action  for  your  team,  community,  and  state.   6. Allow  your  team  to  refine  your  ladder  of  engagement  for  your  community  while  improving  the   follow-­‐up  with  local  leaders  and  volunteers.   7. Ultimately  allow  your  team  to  identify  strengths  and  weaknesses  in  order  to  build  a  stronger   sustainable  infrastructure  to  service  your  community.     VAN  will  improve  your  member’s  individual  and  overall  team  performance  as  well  as  expanding  on   your  ability  to  base-­‐build  and  formulate  better,  more  effective  strategies  to  service  your  community.   It  is  important  to  invest  time  in  this  form  of  data  collection  to  better  invest  in  talent  in  our   communities.      
  • 5.     4  |  P a g e     Glossary   There  are  several  terms  that  are  used  commonly  when  dealing  with  the  VAN  or  its  functionality:     1. Voter(s)   a. A  person  or  group  of  people  that  are  added  to  My  Voter  File  who  may  or  may  not  have   ever  spoken  to  us.   b. NOT  on  our  lists  and  we  will  NOT  access.   2. Volunteer(s)   a. A  person  or  group  of  people  that  are  registered  in  My  Campaign  that  we  are  in   relationship/contact  with.   b. Scheduled  participants  of  events,  actions,  meetings  or  other  gatherings.   c. Our  primary  constituency  and  universe.   3. Canvasser   a. The  staff  member  or  person  using  the  VAN  to  conduct  follow-­‐up  or  enter  data.   b. The  person(s)  who  spoke  to  or  attempted  to  speak  to  an  individual  or  attendee.   4. Universe   a. The  entire  collection  of  a  group  set  of  data.   5. Activist  Code   a. The  designation  in  VAN  for  an  individual  volunteer’s  activity  in  a  specific  event.   b. A  designation  for  an  individual’s  role  on  your  team  or  at  a  specific  event.   c. Used  to  identify  categories  mostly  in  a  binary  way.  For  example,  if  we  want  to  know  how   a  person  heard  about  an  event,  we  would  use  a  SQ.  To  know  if  someone  wants  or   doesn’t  want  to  receive  email  updates,  we  would  use  an  AC.   6. Survey  Question   a. Questions  designed  to  illicit  a  specific  response  for  a  prescribed  list  for  tracking.   b. Essentially  the  same  as  questions  on  the  intake  and  exit  forms.   c. Includes  any  information  in  the  form  of  an  answer  to  a  particular  question.      
  • 6.     5  |  P a g e     Logging  In  To  VAN   YOUR  VAN  ADMINISTRATOR  WILL  GIVE  YOU  ACCESS.  Please  do  not  share  your  password  with   anyone  else.  The  VAN  tracks  the  IP  address  used  by  all  users  and  will  notify  the  system   administrator  if  multiple  IP  addresses  are  in  use  for  a  single  individual.  If  you  do  share  your  login   information,  your  access  may  be  discontinued  and  could  be  held  liable  under  the  terms  of  the  VAN   contract.  Each  user’s  access  is  customized  for  that  user’s  need.  It  is  essential  that  we  are  conscious   of  the  confidentiality  and  integrity  of  the  data  contained  in  the  VAN.     Log in to VAN through van.statevoices.org. Once you come up to the home screen, you’ll be prompted to log in with your account credentials. Going Into My Campaign Once you are logged in, you want to make sure you’re on the My Campaign tab. When you start, it may prompt you to begin a tutorial. If you have time, we encourage you to navigate through it.    
  • 7.     6  |  P a g e     Main  Menu     The  main  menu  is  the  central  hub  from  which  you  will  be  performing  all  VAN  operations  as  well  as   access  VAN  functionalities.  When  you  have  logged  on  to  the  VAN  the  first  thing  you  will  see  is  the   Main  Menu.  This  screen  directs  you  to  all  of  the  other  system  functions  and  tools  that  you  will  use.                                        
  • 8.     7  |  P a g e     Searching Records Group Data To search for group data using specified parameters, click on Create A New List from the Main Menu: This will allow you to create a list from customized fields of data from the universe. Allowing you to view how many people went to an event or volunteered at an action, etc.
  • 9.     8  |  P a g e     Make sure that you drop down the following the following menus: Events, Location, Survey Questions, Activist Codes, Email, Phone & Emails, and Suppressions. Remember to save your page layout so that you don’t have to drop down the menus every time that you have to create a list. Remember: This data will only be updated every Monday from the home office. Use this tool to cut lists based on the following options under Event: 1. You can include or exclude folks based on the parameters chosen. 2. Under “Type” you can pick the event type that you’ve created. 3. Under “Status” you should include folks that have completed events before. For the options of Survey Questions & Activist Codes, you can pick according to the categories that your constituency is broken down to. Once you’ve selected all the options for your list, click Search! Every  time  that  you  cut  a  new   list,  it  is  important  that  you   remove  all  suppressions  before   you  save  and  run  the  list.  If  the   suppressions  are  not  removed,   you  run  the  risk  that  folks  with   no  addresses  or  that  are  not   contactable  will  not  appear  in   your  lists.  However,  good  ways   to  avoid  this  is  to  ensure  that  all   individual’s  contact  data  is   complete.      
  • 10.     9  |  P a g e     The page that you see now is the main list page, titled My List. Right under the title, you’ll find how many people are currently in that list. Individual Data The quickest way to search and find an individual’s record is through Quick Look-Up, accessible via the Main Menu: Enter  the   information  in   the  appropriate   fields  and  click   “Search”  to  pull   up  an   individual’s   record.    
  • 11.     10  |  P a g e     My List: Options & Functions There are a variety of options available from the list menu after a search is completed. Once you have run your search the “My List” page will appear with you results. The total number of people is located at the top left hand side of the screen. Also listed is the number of doors and mailboxes. And below is a sample of the list of people. By clicking on their name their record will appear and you can quickly see if they should be in your target population, or not. If not you will need to determine what you did wrong in your selection criteria and fix it. You can also select a range of options for managing your list as well as options for contacting the individuals populated within that list. You can refine your search using the “Add Names”, “Remove Names” or “Narrow My List” functions located at the top of the page. Selecting any of these options will take you back to the search criteria screen. “Add Names” will select additional people based on your new criteria and add them to your current list. “Remove Names” will delete people from your current list based on your new criteria. Just remember you want to “include” people in your search criteria in order to remove them.   “Narrow My List” will narrow your list based on your new criteria (i.e. If you selected records for the entire district and use the “Narrow My List” to only one precinct, you will get individual records for only the precinct you chose in the new selection.) Letter will allow you to merge your list into a form letter that you format and design. Labels will create mailing labels out of the information contained in your list. Emails will provide an email blast service to all the members of your list. (May or may not be available.) Saved Lists and Searches Accessible  via  the  Main  Menu  under  “View  My  Folders”.  DACA  lists  are  saved  searches.  
  • 12.     11  |  P a g e     Setting Up a Virtual Phone Bank (VPB) On the icon menu directly above the list, you’ll want to click on a small icon that looks like a phone, and says Calls right underneath it. Once you’ve clicked on it, a small pop up menu directly over the icon will appear. You’ll want to select the Setup Virtual Phone Bank List option and click Next. Note: One person can set up a Virtual Phone Bank for the entire team! See: Starting your Virtual Phone Bank ahead on this VANual to start a VPB that has already been created. You’ll be directed to a new page titled New Virtual Phone Bank For “Name” use the naming standard: DATE: TYPE. For example, if you are following up with clinic attendees from list three, you may want to name it 09/16:FollowUp Description can be left blank, but you can add notes there for folks that may want to see what the follow is specifically about. For “Script” select the title of the list that you selected to make calls to. For upper display, make sure you select: age and sex. For lower display, make sure you select: cell phone, email, home phone, and preferred phone.
  • 13.     12  |  P a g e     Lower display appears: above the script For editable display, select: events, addresses, phones, email, and notes. For viewable display, select: Activist Codes, Survey Responses, and Contact History Start date: Today End date: Set a reasonable time that you know it will take you to complete. Leave daily availability empty, no time limit, and no contact limit. The progress bar will appear above the phone bank, so select “Show Entire Phone bank Progress.” Do not check “Allow users to repeat session” & “Distribute voters by ZIP” Make sure you include the Event Scheduler, and select do not display in Household. Once you’ve made your selections, make sure that you click Next, which will redirect you to a new page titled Edit Virtual Phone Bank. It will look just like the previous page, don’t worry, once you scroll down, you will see that User Access is now optional. Make sure to select the names of one of your teammates and share with them by clicking the Add button. Remember to share with yourself, and with Reyna, Adrian.
  • 14.     13  |  P a g e     Starting your Virtual Phone Bank: Find the Quick Tasks in the main menu page from the main page in the My Campaign tab, and click on the Virtual Phone Bank icon that will bring you to select your phone bank. If you successfully shared it with yourself, the phone bank will be there. If the VPB icon is not there, log out and sign in again. Click next in this prompt to be directed to the introduction to the Virtual Phone Bank screen, where you will also click next. This is the Virtual Phone Bank: This  is  where  you   will  find  the   information  of  the   person  you  will  be   calling.  If  they  do   NOT  pick  up  the   phone,  or  if  you   aren’t  able  to  reach   them,  make  sure  to   mark  the   appropriate  status.     On  the  top,  you  will   see  the  schedule   button,  where  you   can  schedule  the   person  to  an  event   that  you  have   created.  Click   “Save/Next”  for  the   next  person  on  the   list.  
  • 15.     14  |  P a g e     First, you’ll want to know what the status of this individual is. Scroll all the way down to the bottom, where you will find three boxes that contain the Contact History, Survey Questions, and Activist Codes. Use the Survey Questions and Activist Codes Reference Sheet in this guide to understand better what this individual will need for support or follow up. Follow the instructions on the script to apply the right response to your follow up. Here’s an example from a DACA clinic follow up: if Adrian was missing his educational requirement and has been referred to appropriate resources, you will have to mark this under the “Missing Educational Requirements” question, and mark him/her Referred2Help.
  • 16.     15  |  P a g e     Events Creating and Editing Find the Calendar Events icon in the Main Menu page. When you click on the icon, a drop down comes down, and you’ll want to click on Calendar, which will direct you to calendar main page. In the Event Calendar view, click on “Add New Event” Once you click on the icon, a pop up menu will appear that will require you to pick an event type that you want to create. Follow the instructions to complete the “Name” tab, to include a name, and the times that the event will be running. Make sure to include the city of where you will be hosting the event somewhere in the name. After completing, click “Next.”
  • 17.     16  |  P a g e     Now you can specify the number of shifts that there will be during the event. This can help you on scheduling volunteers for certain time blocks. Many events will be single shift, and this will not be necessary. After completing the shifts, the Repeat tab will come next. If this is a recurring event, you can mark it by daily, weekly, or monthly. Phone banking events will likely be the only recurring events at this time. The next tab will be location; you can search for a location that you’ve inputted before, or you can create a new location by clicking on the link next to the search box, and filling out the pop up that appears. After completing the Location tab, click next to find the Roles tab. Select attendees and volunteers to ensure that you are scheduling folks and are able to differentiate between volunteers for the clinic, and folks that actually will participate in the clinic. Click finish to create your event!  
  • 18.     17  |  P a g e     Events: Volunteer Scheduling There are multiple options available in VAN to schedule volunteers to your events and follow-up with them to confirm their participation or find out more about their DACA process. You can schedule volunteers via Virtual Phone Bank, Quick Look-Up, Quick Mark, or through the Calendar View. Let’s take a closer look at these methods. Schedule by VPB After you click on the schedule button, you can select the calendar date that you will be hosting your next event, or the day that you want these folks to be scheduled for. Remember, for every person that you invite to an event, you want to mark him or her as scheduled, so that you can do confirmation calls the night before unless the volunteer has already given you a confirmation either way during your initial invitation phone call.      
  • 19.     18  |  P a g e     Schedule by Individual Record First, access Quick Look-Up from the Main Menu and proceed to fill out the appropriate fields to pull up the individual’s record you are attempting to schedule.             Once  in  the  record,   click  on  the  box  that   says  “Events”  and   then  hit  “Schedule   for  Events”  to  open   the  event  scheduler.     (Can  also  be   reached  via  the   “Upcoming  Events”   or  “Past  Events”   boxes.)     Choose  the  date  of   the  event  and   choose  the   appropriate  status   from  the  drop  down   menu  on  the  right.  
  • 20.     19  |  P a g e     Schedule via Calendar View                             From  the  Main  Menu,  access  the   Calendar  View  through  the  Calendar   icon.  A  dropdown  menu  with  three   options  will  appear.     The  Event  List  option  will  bring  you   to  a  list  of  the  current  and  past   events  as  well  as  show  upcoming   events  or  allow  you  to  search  with   specific  criteria.   Click  on  the  event  you  would  like   to  view  once  in  Calendar  view   and  click  on  the  magnifying  glass   from  the  menu  that  appears  on   the  screen  to  access  the  Event   Details  page.     From  the  Event  Details  page,   click  on  “Add  Volunteers”  from   the  top  right  and  the  Event   Scheduler  will  appear.   Choose  the  status  for  the  individual   volunteer  and  make  sure  you  click  on   “Save/Next”  in  order  to  ensure  your   information  was  stored  properly!  
  • 21.     20  |  P a g e     Making Confirmation Calls Making confirmation calls the night before: All right, let’s bring it back to the Main Menu, and back to the Event List view. Here you will find a list of events that you’ve created and upcoming for the month. Select the event that you’ll be making confirmation calls for the night before. You’ll then be directed to a page like this: Event Participant List: You can scroll through the participant list and call them one by one, and change their status from scheduled to confirmed right there and then. You can also download the Excel Document to have in paper form, but you will have to log back in to VAN to change folks to confirmed status.
  • 22.     21  |  P a g e     Data Entry 101 There are many options to input data into the VAN from individuals to groups. We will only be inputting data manually in the VAN in cases where: 1. We did not gather all the pieces of information required of the volunteer and had to come back to update specific field(s). 2. A volunteer that did not attend one of your clinics but was contacted on a 1-1 basis within the community. 3. Leaders or volunteers that did not use the traditional Google form upon intake/entry. We will take a closer look at two forms of data entry into the VAN, Form View and Quick Mark. Form View Select to Load Data by clicking on the Form View, and from the drop down, select Enter Data Using Form View. Once you click there, you will be directed to a list of options on how to use the Form. Select Use Quick Look Up. This tool will ensure that you are able to search for a person to ensure that their data record is not already in My Campaign. Using this option will help us reduce the number of potential duplicates in VAN. Click Next.
  • 23.     22  |  P a g e     Once you’ve clicked next, you will be prompted to put information about where this data came from: 1. Make sure under form you select Organizing Team General Input Tool. 2. Select a canvasser, or the person that gathered the data. 3. You can add canvassers if they don’t have a specific account for VAN by clicking on the Add a New Canvasser option. 4. Select the date that your sign in sheet was collected. Once you’re done, click Next. You’ll be brought up to the Quick Look Up section. You’ll be able to search your supporter information first to see if it already exists in My Campaign. If it doesn’t, you’ll be prompted to search the Voter File to match existing information. The likeliness of you finding someone from the Voter File will be very slim, so if you find some one, just copy the supporter. Otherwise, add a new supporter, which will prompt you to go into the Form View for data entry.
  • 24.     23  |  P a g e     This is what the form looks like:   EVENT  SCHEDULER     DO  NOT   CLICK  ON   THE   BUBBLES   OR  COPY   ANY   RECORD   FROM  MY   VOTER   FILE!   You  can  schedule  this  individual  for  an  event  by  clicking  on  the  Calendar  icon  prompting  the  Event   Scheduler  to  appear.  
  • 25.     24  |  P a g e     Quick Mark Quick Mark enables you to attach one particular piece of data to multiple records. This is also useful for scheduling multiple volunteers to an event. In this instance we will be looking at Quick Mark to input data for a group of individuals. All you want to do is flag the attendance of folks, if they already have a My Campaign record, and make one if they don’t. Quick Mark works a lot like Quick Look-Up, except that after you search for and find a record, you can simply click on a box to assign the data.   From  the  Main  Menu,   select  Quick  Mark   from  the  icon  on  the   upper  right  hand   side  of  the  screen.   You  then  have  to   select  exactly   what  data  you   want  to  assign  to   each  record.  You   can  add  Volunteer   Activities,  event   shift  signups,   activist  codes,   survey  responses,   and  other  kinds  of   data.  Just  specify   exactly  what  data   you’re  recording.  
  • 26.     25  |  P a g e     Then, after you search for and find each record, you can update the data without entering their individual record. Just click the box, hit Save, and search for your next record. The main limitation of this practice, besides only being able to enter one bit of data per record, is that you cannot create a new My Campaign record. You have to set aside folks that cannot be matched to existing My Campaign records and create their records later using Quick Look-Up. Quick Look-Up Other than that, you could always use Quick-Look Up from the Main Menu to search for an individual volunteer’s record and add information via their profile:
  • 27.     26  |  P a g e     Making VAN Work for Your Team There are many ways in which DATA Entry can become “tedious” or “monotonous” experiences. We may not always associate the collection of data with the success of our campaigns, but data is a remarkable tool for you on the ground for insight into your team’s individual and group performance. It will raise your team’s effectiveness in the community and allow you to connect and serve more youth and help more families stay united. We value data highly in our daily operations and here are some tips to get VAN to work for you! Schedule Consistently Have a routine for your team to provide assistance in follow-up data work to clinic and event attendees! Make it a point to schedule a portion of one day out of the week dedicated to data work. Track that event in the VAN! Changing the culture of data requires making it a routine for you, your team, and community leaders! Bring in volunteers to help you and your team! This way, you will be developing your local leadership as well as cutting down on the amount of time your team spends on data! This will also give your volunteers experience in outreach and give them more self-confidence, raising the potential for development and recruitment! HAVE FUN & BE CREATIVE Have fun with your own DATA PARTIES! Invite local community leaders, order some food, and even throw in some salsa or bacchata! Data work does not have to be “boring, tedious, or monotonous”! There are a variety of ways in which to throw a DATA Party so BE CREATIVE!  
  • 28.     27  |  P a g e     Survey Question Reference Guide Survey  Question  Reference  Guide   Question  Name   Summary   Form   Responses   DRN  Group   Question  regarding  DACA   Renewals  from  the  DRN   website.   None   Have  DACA   DRN  Group   Applied   DRN  Group   Eligible   DRN  Group   Not  Eligible   DRN  Group   Do  Not  Need   DRN:  DACA  Hotline   NALEO  Hotline  Question   None   Eligibility   DRN:  DACA  Hotline   Documentation   Needed   DRN:  DACA  Hotline   Fees  &  DACA  Process   DRN:  DACA  Hotline   Assistance  Referral   DRN:  DACA  Hotline   Assistance  Referral   HH  Size   Total  Size  of  the  individual's   Household   Entry   1   HH  Size   2   HH  Size   3   HH  Size   4   HH  Size   5   HH  Size   6   HH  Size   7   HH  Size   8+   HH  Size   Prefer  Not  to  Say   OTD  Entry  DACA  Stat   Have  they  submitted  a  DACA   Application  in  the  past?   Entry   Yes-­‐  Approved   OTD  Entry  DACA  Stat   Yes-­‐  RFE   OTD  Entry  DACA  Stat   Yes-­‐  Pending   OTD  Entry  DACA  Stat   Yes-­‐  Denied   OTD  Entry  DACA  Stat   No   RES:HeardofUs   Old  "How  did  you  hear  about   us"  question.  NO  LONGER  IN   USE.   Old   Entry   Phone  Call   RES:HeardofUs   Text  Message   RES:HeardofUs   Facebook   RES:HeardofUs   Email   RES:HeardofUs   Flyer   RES:HeardofUs   Website   RES:HeardofUs   Previous  Event   RES:HeardofUs   Friend/Family   RES:HeardofUs   Guidance  Counselor   RES:HeardofUs   Organizer   RES:HeardofUs   Radio   RES:HeardofUs   TV  
  • 29.     28  |  P a g e     RES:HeardofUs   Consulate   RES:HeardofUs   Community  Center   RES:HeardofUs   Church/Congregation   RES:HeardofUs   High  School   RES:What  event  type?   Old  Event  Type  Identifier.  NO   LONGER  IN  USE.   Old   Entry   DACA  Clinic   RES:What  event  type?   Informational   RES:What  event  type?   Recruitment   RES:What  event  type?   DACA  Home  Office   RES:What  event  type?   Consulate   RES:What  event  type?   Other   Returning  Reason   What  is  the  reason  for   returning  to  clinic  if  it'n  not   the  first  time?   Entry   Received  RFE   Returning  Reason   Needed  Legal  Review   Returning  Reason   Criminal  Background   Returning  Reason   RecBiometricAppt   Returning  Reason   DACA  Renewals   STAT:  DRN   Old  DRN  question  from   website.  NO  LONGER  IN  USE.   None   Have  DACA   STAT:  DRN   Applied   STAT:  DRN   Eligible  Not  Applied   STAT:  DRN   Not  Eligible   STAT:  DRN   Do  Not  Need   *SOURCE   Denotes  which  program  or   where  physically  the  data   was  collected.   None   Mobile  Commons   *SOURCE   Salsa   *SOURCE   OTD   *SOURCE   DRN   *SOURCE   O-­‐Team   *SOURCE   DEEP   *SOURCE   END   *SOURCE   QUIP   *SOURCE   PICO   *SOURCE   Hotline   *SOURCE   Backlog   *SOURCE   LAD   1st  Time  DACA  App   What  took  so  long  for  the   applicant  to  apply  for  DACA?   Entry   NotHeardofDACA   1st  Time  DACA  App   Finished  Evidence   1st  Time  DACA  App   Financial  Need   1st  Time  DACA  App   Missing  Edu  Reqr   1st  Time  DACA  App   Just  Aged  In   ENT:  DACA  Applicant?   Old  Attendee  Role  Identifier.   NO  LONGER  IN  USE.   Old   Entry   Yes   ENT:  DACA  Applicant?   No,  Friend   ENT:  DACA  Applicant?   No,  Family  Member  
  • 30.     29  |  P a g e     ENT:  DACA  Applicant?   No,  Parent/Leg.Guard   ENT:  DACA  Applicant?   No,  Attorney/Leg.Rep   ENT:  DACA  Applicant?   No,  Teacher/Educator   ENT:  DACA  Applicant?   No,  Community  Leader   ENT:  DACA  Applicant?   No,  Volunteer   Not  Eligible  Reason   What  are  the  reasons  for  not   being  eliglible  for  DACA?   Exit   CrimBackground   Not  Eligible  Reason   NoPhyPresence6/15/12   Not  Eligible  Reason   Arr.  After  2007   Not  Eligible  Reason   Arr.  After  16yrs   SelfDescribed  Gender   Used  to  apply  self-­‐described   gender.   Contact   Male   SelfDescribed  Gender   Female   SelfDescribed  Gender   Queer  Male   SelfDescribed  Gender   Queer  Female   SelfDescribed  Gender   TransGender   SelfDescribed  Gender   Queer  Non-­‐conforming   SelfDescribed  Gender   Prefer  Not  to  Say   *Email  Opt  In   Would  they  like  to  receive   email  updates?  THIS  IS  THE   MOST  UP  TO  DATE.   Contact   Opted-­‐In   *Email  Opt  In   Declined   *Email  Opt  In   No  Email   *Ladder  Transition   For  Ladder  of  Engagement   and  O-­‐Team.   None   Had  1:1   *Ladder  Transition   Testing  Period   *Ladder  Transition   Failed  Test   *Ladder  Transition   Passed  Test   *Ladder  Transition   Leader   *OnlineActivistLevel   To  denote  different  levels  of   online  activity  through  email.   None   4-­‐Highest   *OnlineActivistLevel   3-­‐Activist   *OnlineActivistLevel   2-­‐SomeActions   *OnlineActivistLevel   1-­‐OneTime   *RES:HeardofUs   How  did  you  hear  about  us?   THIS  IS  THE  MOST  UP  TO   DATE.   Entry   Phone  Call   *RES:HeardofUs   Text  Message   *RES:HeardofUs   Email   *RES:HeardofUs   Facebook   *RES:HeardofUs   Website   *RES:HeardofUs   Flyer   *RES:HeardofUs   Previous  Event   *RES:HeardofUs   Organizer   *RES:HeardofUs   Guidance  Counselor   *RES:HeardofUs   Friend/Family   *RES:HeardofUs   Radio   *RES:HeardofUs   TV  
  • 31.     30  |  P a g e     *RES:HeardofUs   Consulate   *RES:HeardofUs   Teacher/Educator   *RES:HeardofUs   Community  Center   *RES:HeardofUs   Church/Congregation   *RES:HeardofUs   High  School   *RES:HeardofUs   College/University   *SMS  Opt  In   Would  you  like  to  receive   text  messages?  THIS  IS  THE   MOST  UP  TO  DATE.   Contact   Opted-­‐In   *SMS  Opt  In   Declined   *SMS  Opt  In   No  Cell  Phone   Constituent  Type   Are  they  a  Dreamer,  ally,  or   parent?  NO  LONGER  IN  USE.   None   DREAMer   Constituent  Type   Ally   Constituent  Type   Parent   Data  was  gathered  at   To  denote  what  physical   location  data  was  collected   at.  NO  LONGER  IN  USE.   None   High  Traffic   Data  was  gathered  at   Event   Data  was  gathered  at   High  School   Data  was  gathered  at   Church   Data  was  gathered  at   DACA  Clinic   Data  was  gathered  at   List   Language  Preference   What  is  the  language   preference?   Entry   English   Language  Preference   Spanish   Language  Preference   Portuguese   Language  Preference   Creole   Language  Preference   Other   Want  to  Volunteer?   Volunteer  Opt-­‐In  Survey   Question.  NO  LONGER  IN   USE.   None   Yes   Want  to  Volunteer?   No   Want  to  Volunteer?   Later   Country  of  Origin   Denotes  the  country  of   origin.   Entry   Brazil   Country  of  Origin   Colombia   Country  of  Origin   Ecuador   Country  of  Origin   El  Salvador   Country  of  Origin   Guatemala   Country  of  Origin   Honduras   Country  of  Origin   Mexico   Country  of  Origin   Peru   Country  of  Origin   Philippines   Country  of  Origin   South  Korea   Country  of  Origin   Other   DACA  Clinic  #   Is  this  the  first,  second,  third,   or  fourth  clinic?   Entry   First   DACA  Clinic  #   Second   DACA  Clinic  #   Third  
  • 32.     31  |  P a g e     DACA  Clinic  #   Fourth   Email  Opt-­‐In   Would  you  like  to  receive   email  updates?  NO  LONGER   IN  USE.   Old   Entry   Opted-­‐In   Email  Opt-­‐In   Declined   ENT:  DACA  App   Have  you  submitted  an   application  in  the  past?  NO   LONGER  IN  USE.   Old   Entry   YES-­‐RFE   ENT:  DACA  App   YES-­‐Denied   ENT:  DACA  App   YES-­‐Pending   ENT:  DACA  App   No   EXT:  Relief  Type   What  other  type  of  relief  are   they  eligible  for?   Exit   U  Visa   EXT:  Relief  Type   Referred2Attorney   EXT:  Relief  Type   TPS   EXT:  Relief  Type   SIJ  Visa   EXT:  Relief  Type   H1-­‐B  Visa   EXT:  Relief  Type   Citizenship   EXT:  Relief  Type   LPR  or  Greencard   EXT:CrimBackground   Not  able  to  complete   application  because  of   criminal  background.  NO   LONGER  IN  USE.   Old  Exit   HasCrimBackground   EXT:CrimBackground   NoCrimBackground   EXT:CrimBackground   Referred2Attorney   EXT:FinancialNeed   Not  able  to  complete   application  due  to  financial   need.   Exit   NeedsAssistance   EXT:FinancialNeed   NoFiancialNeed   EXT:FinancialNeed   ScholarshipRequested   EXT:FinancialNeed   ScholarshipReceived   EXT:FinancialNeed   Referred2Help   EXT:MissEducReqr   Not  able  to  compete   application  due  to  missing   educational  requirement.   Exit   MIssingEduReqr   EXT:MissEducReqr   EduReqrMet   EXT:MissEducReqr   Referred2Help   EXT:MissingEvidence   Not  able  to  complete   application  due  to  missing   evidence.   Exit   Evidence  Missing   EXT:MissingEvidence   Complete  Evidence   EXT:NeedsLegalReview   Not  able  to  complete   application  due  to  the  need   for  further  legal  review.   Exit   NeedsLegalReview   EXT:NeedsLegalReview   Scheduled4Review   EXT:NeedsLegalReview   Not  Needed   EXT:NeedsLegalReview   Referred2Help   HH  Income   What  is  the  total  household   income?   Entry   Under  20K   HH  Income   20-­‐30K   HH  Income   30-­‐40K   HH  Income   40-­‐50K   HH  Income   50-­‐60K   HH  Income   60-­‐70K  
  • 33.     32  |  P a g e     HH  Income   70K+   HH  Income   Prefer  Not  to  Say   Household  Size   What  is  the  total  household   size?  NO  LONGER  IN  USE.   Old  Exit   1   Household  Size   2   Household  Size   3   Household  Size   4   Household  Size   5   Household  Size   6   Household  Size   7   Household  Size   8+   OTD  Exit  DACA  Stat   What  was  the  outcome  of   the  clinic?   Exit   Ready2Send   OTD  Exit  DACA  Stat   Sent@Clinic   OTD  Exit  DACA  Stat   ReadyCantSend   OTD  Exit  DACA  Stat   Unable2Complete   OTD  Exit  DACA  Stat   OtherRelief   OTD  Exit  DACA  Stat   Not  Eligible   OTD  Follow  Up  DACA  S   For  follow-­‐up  after  attendee   has  come  to  the  clinic.  What   is  the  status  of  application?   Follow-­‐ up   Sent   OTD  Follow  Up  DACA  S   Biometrics   OTD  Follow  Up  DACA  S   Received  RFE   OTD  Follow  Up  DACA  S   DACA  Approved   SMS  Opt-­‐In   Would  you  like  to  receive   text  messages?  NO  LONGER   IN  USE.   Old   Entry   Opted-­‐In   SMS  Opt-­‐In   Declined   US  Arrival  Year   What  is  the  year  the   attendee  arrived  in  the  USA?   Entry   After  2007   US  Arrival  Year   2007   US  Arrival  Year   2006   US  Arrival  Year   2005   US  Arrival  Year   2004   US  Arrival  Year   2003   US  Arrival  Year   2002   US  Arrival  Year   2001   US  Arrival  Year   2000   US  Arrival  Year   1999   US  Arrival  Year   1998   US  Arrival  Year   1997   US  Arrival  Year   1996   US  Arrival  Year   1995   US  Arrival  Year   1994   US  Arrival  Year   1993   US  Arrival  Year   1992  
  • 34.     33  |  P a g e     US  Arrival  Year   1991   US  Arrival  Year   1990   US  Arrival  Year   1989   US  Arrival  Year   1988   US  Arrival  Year   1987   US  Arrival  Year   1986   US  Arrival  Year   1985   US  Arrival  Year   1984   US  Arrival  Year   1983   US  Arrival  Year   1982   US  Arrival  Year   Before  1982   SOURCE   Denotes  which  program  or   where  physically  the  data   was  collected.  NO  LONGER   IN  USE.   None   Salsa   SOURCE   Mobile  Commons   SOURCE   END   SOURCE   DEEP   SOURCE   QUIP   SOURCE   DRN   SOURCE   Hotline   SOURCE   PICO   SOURCE   O-­‐Team   SOURCE   LAD   Affiliate   Used  to  denote  ownership  of   data  by  affiliate.   None   AC4D   Affiliate   DAOK   Affiliate   DOV   Affiliate   NJDAC   Affiliate   NMDIA   Affiliate   ADAC   Affiliate   EL  Cambio   Affiliate   SDDT   Affiliate   SWER   Affiliate   UWD  Contact   Affiliate   NTDT   Affiliate   OTDH   Affiliate   AVDT   Affiliate   ULI   Affiliate   CT4D   Email  Opt-­‐In   Would  you  like  to  receive   email  updates?  NO  LONGER   IN  USE.   Old   Entry   Yes   Email  Opt-­‐In   Unsubscribe   Email  Opt-­‐In   Declined   Ladder  Transition   For  Ladder  of  Engagement   None   Had  1:1  
  • 35.     34  |  P a g e     Ladder  Transition   and  O-­‐Team.   Testing  Period   Ladder  Transition   Failed  Test   Ladder  Transition   Passed  Test   Ladder  Transition   Leader   OnlineActivistLevel       None   1-­‐One  Time   OnlineActivistLevel   2-­‐SomeActions   OnlineActivistLevel   3-­‐Activist   OnlineActivistLevel   4-­‐Highest   SMS  Opt-­‐In   Would  you  like  to  receive   text  messages?  NO  LONGER   IN  USE.   Old   Entry   Yes   SMS  Opt-­‐In   Unsubscribe   SMS  Opt-­‐In   Declined   UWD  Volunteer   Would  you  like  to  volunteer?   ACTIVE  AND  MOST  UP  TO   DATE   Exit   Yes   UWD  Volunteer   No   UWD  Volunteer   Later   Language   What  is  the  language  of   preference?  NO  LONGER  IN   USE.   None   English   Language   Spanish   Language   English  and  Spanish   How  was  recruit?   Where  was  the  volunteer   recruited?   None   High  Traffic   How  was  recruit?   Event   How  was  recruit?   School   How  was  recruit?   Church   How  was  recruit?   List   Who  are  they?   Are  they  a  Dreamer,  ally,  or   parent?  NO  LONGER  IN  USE.   None   Dreamer   Who  are  they?   Dreamer  Parent   Who  are  they?   Ally      
  • 36.     35  |  P a g e     Conclusion VAN will help our network extensively over the next several years to expand our base, develop new leadership, formulate better campaign strategy and tactics, reinforce strong behaviors and strengthen weak ones, etc. We look forward to working with you on the ground to strengthen our movement across the country and expand our power by building a committed base of leaders. Thank you for all the hard work you do in the field and we are honored to be able to deliver this VANual to you. Sincerely, Adrian Reyna, Lucas Da Silva More Resources… 1. Contact Lucas Da Silva, National Field Data Coordinator lucas@weownthedream.org (202) 669-3156 2. Visit the help guides through the Main Menu in VAN (highlighted in green):