GOTV/GOTV Plan Quick Start

Creating a New Purchase Order (PO) in the Campaign Operating System (COS):

 

1. Log in to the COS.
2. Select "Project" and click "New Project".
3. Choose the appropriate "Client" and enter the "Project Name".
4. Select either "GOTV" (Get Out The Vote) or "GOTV Plan" as the Project Template.
5. Click "Create New PO".

Configuring the PO Details:

1. Select the "Stop Date" and "Stop Time".
2. Choose the "State" and enter the "Caller ID".
3. If applicable, assign a "SubClient".
4. Enter any relevant "Campaign Notes" and click "Save".

Entering the Script:

1. Click "Script" and copy/paste or type the script into the field.
2. Click "Save and Next", then "Save and Review".

(For more information on scripting, see this article: Building A Script Best Practices)

Uploading the Data:

1. Click "Campaign Data" and choose "Upload Campaign Data".
2. Drag/drop or select the data file to be uploaded and click "Upload".
3. Under "List Processing", ensure the Phone, Name and ID fields have the correct columns selected, then click "Save and Next".

(For more information on List Processing, see this article: What's the difference between the list load processing types?)

Scrubbing the Data:

1. Select "Campaign Database" and click "List Scrub".
2. Choose "Mark Cells as Wireless" and click "Run Action".
3. Choose "Mark Litigator Numbers as Status DNC" and click "Run Action".

Determining the Goal:

1. Click "Edit PO" and select "Goal Info".
2. Select the appropriate "Goal Type" and enter the goal metric (Saturation %, Stop Number Count).
3. Enter any relevant "Goal Notes" and click "Save".