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Capturing Caller Names That Are Not in the Project's Data

Properly formatting the data is the critical first step in establishing this type of project.

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To begin, you must set up the data in an "Already-Householded" list load type. For detailed instructions on how to do this, please refer to the following article: What's the difference between the list load processing types?.

The data must contain the following fields:

  • FirstName1
  • FirstName2
  • LastName1
  • LastName2
  • (VAN OR VOTER)ID1
  • (VAN OR VOTER)ID2

For the FirstName2 field, you must enter "OtherVoter". In the (VAN OR VOTER)ID2 field, you must enter "Other(VAN OR VOTER)ID".

This detailed, step-by-step approach should help ensure the data is properly formatted and loaded according to the required specifications.