Adding Contacts
Adding contacts on the Empower web app
Using the "Add Person" button to add contact
From the Empower web app, Directors can click People in the menu on the left and then click Add and then Add person button. Organizers can click on Add People directly from their home page
You will be taken to the “Add a Person” page.
Every contact that you add to the Empower tool must be on a list. Under the question Whose list should they be on?, you can assign your new contact to an Organizer, Director, or Volunteer’s list. You can assign this new contact to the person’s list who will be following up and interacting with them. You can assign the contacts to yourself.
Under the How are they involved?, you can set the role and permissions for this new person. Since you are adding a contact, you will want to select the option: For now, they're just someone on my list.
Bulk adding contacts
- From the Empower web app, Directors can click People in the menu on the left and then click Add and then Import from CSV.
Follow the four step directions listed on the screen. The page will ask you to format your contacts on a CSV file and import that file to Empower. You will be able to add a tag to the contacts that you upload so that you can easily find them when you click on the People tab. This is a super efficient way to upload a number of contacts at once.
Adding contacts to a volunteer's list
Click on the People tab.
Find the volunteer that you would like to assign your new contact to - this will be the volunteer leading outreach to the new contact. Click on this volunteer’s name.
You are now on the volunteer’s page. On the top right of the screen, you will see a More button. Click on this button.
After clicking on the More button, you can see a drop-down menu. In the drop-down menu, select the Add people to their list option.
Next you will be taken to a page where you can add contacts to this volunteer’s list.. You can now add information for new contacts and these new contacts will be assigned to the new volunteer.
Once you have finished adding contacts for the volunteer, click the Done button on the bottom of the page. This will add the new contact to the volunteer’s page.
Directors can also enter a volunteers list by going to People and clicking Add and then Enter Someone's List. Organizers can find this on their home page under Add People. Select the volunteer whose list you want to enter from the dropdown.
Adding contacts to a Director or Organizer's list
Click on the People tab.
Find the Director or Organizer that you would like to assign your new contact to - this will be the Director or Organizer leading outreach to the new contact. Click on this person’s name.
You are now on the Director or Organizer’s page. On the top right of the screen, you will see an Add Person button. Click on this button.
Add information for the contact. The only required information is the name field, but you can use a nickname here.
Under How are they involved, select For now, they're just someone NAME wants on their list.
Click the Add Person button to add this person as a contact to a Director or Organizer’s list.
Adding contacts on the Empower mobile app
Adding contacts with a relational or canvassing call to action
- You can add contacts as you are completing relational or canvassing calls to action. This is a great way to add new contacts that you meet as you are completing a call to action and answer questions about them at the same time. Select the Actions button on the bottom of your screen, then click on the Reach out button for a relational call to action. If your organization is using Organizer Follow Up Calls to Action, these will be shown in the Personal List tab at the top.
- Get additional background information on the call to action by reading the content page. You will also see some tips and tricks to have an effective relational organizing conversation. Click the Next button once you’ve finished reading these pages.
- On the page with your existing personal contacts, you will see an Add Person button at the bottom of the page. You can add new contacts here as you’re completing your relational call to action. Click on this button.
- When you add a contact through a relational call to action, you will be able to add the new contact’s information and then also add their responses to the call to action. Click the Add 1 person button to add a new contact.
By adding contacts, you will be growing the impact and the reach of your organizing campaign.
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