Organizer makes planning and executing campaigns easy using intuitive outreach tools and a comprehensive understanding of individuals and communities.
Navigation
The top header provides the following:
- Organization: The name of your current organization appears in the top left. If you are a member of multiple organizations, you can switch between them here.
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User Account: A user icon and your name appear in the top right. Hover here to access a menu with account-related actions:
- My Profile: View your profile information and settings.
- Help: Use this link to open the Help Center in a new window.
- Log Out: Sign out of the Organizer platform.
The left side menu gives you all of the functionality needed to execute your campaign efforts and manage the data in your profile account.
- My Universe: Manage and explore the profile data that your Organization has access to. Sections include All Profiles, Communities (List and Segments), Import, Export, and Custom Attributes.
- Outreach: Set up and execute outreach campaigns. Sections include Forms, Landing Pages, Email, Phone Banking, Canvassing, and Scripts.
- Account Management: Manage your organization's user accounts and other logistics. Sections include Users, Roles, Organizations, Landing Page Domains, Email Domains, Billing, and Phone Numbers.
Features
Organizer was built to be user-friendly. Key features include:
- Intuitive Interface: You will see improved organization and navigation across the platform, allowing you to easily create, track, and maintain communities (previously referred to as "audiences"). Organizer’s new interface simplifies data sharing, user permissions, lists, and segments and conducting outreach is more intuitive and cohesive.
- Community Management: Organizer’s filter tool for building lists and segments is far more accessible, now supporting a visual interface that enables complex actions with little or no need for technical support. You can import datasets, export Communities, and more. If you need help utilizing the Boolean operators (AND, OR, and NOT) to narrow or broaden your list or segment, reach out to Support.
- Naming Validation: Organizer’s naming validation rules ensure that you will have a consistent experience naming your organization’s Communities and Outreach efforts, including the ability to use special characters.
- Universal Forms: The new platform streamlines forms, making them more unified and flexible than before.
- Atlas by Murmuration: Our new enriched dataset, Atlas by Murmuration, uses multiple data sources and vendors. Murmuration then enriches the voter data with our custom model scores, consumer and census data, and much more. It can also be securely augmented with custom data directly from your organization. Atlas by Murmuration includes robust functionality and analytics that puts more information at your fingertips and allows you to run more efficient outreach efforts.
Attributes
The Organizer platform is seamlessly integrated with Atlas by Murmuration, our new enriched dataset. Definitions and other helpful information about the Atlas by Murmuration data attributes available in Organizer can be found in the Help Center, under Data Dictionary.
Overview Articles
A list of Overview articles for other parts of the Organizer platform is found below.
- Account Management Overview
- All Profiles Page Overview
- Atlas by Murmuration and Data Overview
- Billing Overview
- Campaign Overview
- Canvassing Integration Overview
- Canvassing Overview
- Community Builder Overview
- Communities Overview
- Custom Attributes Overview
- Data Dictionary Overview
- Data Management Overview
- DNS Overview
- Email Domains Overview
- Export Overview
- Import Overview
- Landing Page Domains Overview
- Landing Pages Overview
- Lists Overview
- Mailchimp Integration Overview
- Model Scores Overview
- Outreach Email Overview
- Outreach Forms Overview
- Phone Banking Overview
- Roles Overview
- Segments Overview
Getting Help
If you cannot find the information you need by navigating the Help Center, reach out to Support.