Once you’ve created your account and logged into Outreach, it’s time to get your team networking. Here’s how you get started:
- Customize Your OutReach
- Access the Admin Dashboard to take control of your campaign. Learn more about the Dashboard for detailed guidance.
- Edit your campaign settings and publish your campaign. Configure all the essential details on the Campaign Settings screen, including logo, description, social media links, and helpdesk email. When everything is set, click “Publish Now” to make your campaign visible in the Campaign Directory, allowing users to join.
- Customize your survey questions to gather valuable insights. All survey questions in Outreach are customizable. Remember, ask questions that will provide useful information for your campaign’s goals.
- Create Tags:
- Tags are a powerful way to categorize and get more details on your campaign supporters. Add and edit campaign tags on the Tags Admin screen. You can even set up “Smart Tags” that automatically appear based on specific criteria.
- Create Scripts:
- Enable your users to easily connect with individuals in your campaign data by creating pre-filled messages in your Contact Scripts screen. These scripts can be accessed through the “Message” or “Email” Contact Actions on a person’s profile page.
- Build Action Cards:
- Create action cards on your Home Screen to establish a digital volunteer hub. These cards can link to different sections within Outreach or external resources. Consider creating “Post” cards and “Task” cards for your users to complete and check off.
- Set Up Your Team:
- Add users and manage their roles. You have various options for adding users to your campaign. Learn more here. If you want others to access the Admin Dashboard, promote their accounts to Admins or Co-Owners. Note that until your campaign is published, you can only add additional admins/owners.
- Create User Groups to categorize users based on their goals, location, language, or any other criteria. Users can be part of multiple user groups.
- Engage Your Users:
- Send campaign announcements to users who have push notifications enabled. Create and manage these notifications in your Notifications Admin screen.
- Communicate directly with your users through the Chat tab within the Outreach app. Manage your chat settings in the Campaign Settings screen.
- Manage Your Data:
- Export your data to utilize it effectively in your CRM once you start receiving responses. Find more information here.
- Set up integrations if you’re using Reach Complete or Reach Movement. These integrations send collected data to external services (e.g., NGP VAN) in real-time. Learn more about setting up integrations here.
- Get Your Volunteers Networking:
- Train and engage your users.
- Provide users with abundant resources. Utilize our knowledge base to educate your supporters on all things Outreach.
- Share organizing ideas and strategies.