Fundraising Day - New York: Taking Leadership Online
VANualFieldv4
1.
Adrian
Reyna
&
Lucas
Da
Silva
United
We
DREAM
Fourth
Edition
Field
VANual
2.
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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
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*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
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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
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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
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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):