Prioritize Using Saved Lists in VAN

Prioritize Using Saved Lists in VAN

You can use Empower to target Relational Calls to Action to lists of people that you have created in VAN. There are a number of different ways that you can group people in VAN (e.g. geographic location or absentee vote request status). Empower allows you to target calls to action at these specific groups.

Notes
Make sure the Saved List you want in Empower is already set-up and saved in VAN before you get started.

Targeting a Call to Action at a List of People Saved in Van

  1. Click on Calls to action


  1. Select Add a call to action


  1. Select Relational Calls to Action. If you need additional support creating this Relational Call to Action check out this article.


  1. Scroll down to the Which of their contacts should Volunteer prioritize talking to section. Select Decide based on filters.


  1. Next, click on Add filter and then VAN saved list. 
  2. Find the name of your VAN saved list and then apply the filter. If you do not see your VAN saved list in the dropdown, you will need to edit the permissions in VAN to make sure these are shared with the API. 


  1. Once you have added all your filters, you can add the label that the Volunteers will see when they pull these contacts up in Empower. Your label can describe the list of members that Volunteers will be targeted (e.g. High Priority). The labels are not mutually exclusive, so if multiple labels apply to a contact, volunteers will see the contact listed in multiple sections in the Call to Action and will see multiple labels for that contact.


If you use the High Priority, Medium Priority, and Low Priority Labels, double check that they are in the correct priority order. High priority should be at the top.

What the Prioritization Labels Look Like for Volunteers

This is what the Volunteer sees on a Contact who is on a filter with a prioritization label. In this example, the Contact has been given a “High Priority” label.