When a campaign performs voter contact with an approved exported list that does not utilize an API (such as calls from a paid phones vendor or returned mail pieces marked with a bad address) or has a list they wanted available on the voter file (such as donor information or emails), they will need to utilize a function called Bulk Upload to get this data in. Unlike MyCampaign, Bulk Uploads to the Voter File (MyVoters) require a unique identifier referred to as the MyVoters VAN ID to append this data. 


To upload the collected data, the user must first have Bulk Upload permissions in Votebuilder (often associated with User Access Level 1 and 2). In order for the data to get into Votebuilder, the file itself must have, from left to right:


- MyVoter VAN ID (this column cannot possess null/blank values; if these appear in the column, the user will receive an error message)

- Date Contacted (needed for direct voter contact data going in; having this will allow the campaign to accurately filter their results)

- Phone Number (required for any direct voter contact using phones to ensure the results can be accurately tied to that phone number and updated if possible; for instance, a Wrong Number or Disconnected result will mark that phone number as bad on the voter record)

- Canvass Result (the result of the contact, whether phones or mailers; used to mark the result code in VAN)

- Survey Questions/Activist Codes (the results of the survey questions from the calls, with a separate column for each question; the support ID would be in one column, the volunteer ask in another, ensuring that the user uploading the data will be able to map the results in that column to the proper codes/questions created in the system).


Additional columns may be needed based upon the kind of voter contact being performed and what information the campaign wants to capture. 


Below is an example of what the spreadsheet should look like to load into Votebuilder:





The steps to perform a Bulk Upload can be found below. In this tutorial, we will be using data from the DNC Training Database, which appears as follows:


1) GO TO "UPLOAD A NEW FILE"


2) SELECT "LOAD DATA WITH VOTER FILE VANID" AND HIT NEXT.

            As Kentucky does not have a State File ID from the Secretary of State, this is the                 only option that will appear in Votebuilder committees in the state.


3) SELECT A FILE TO UPLOAD FROM YOUR COMPUTER (OR A SHEET FROM YOUR GOOGLE DRIVE) AND SELECT "UPLOAD".



4) ONCE THE FILE HAS PROCESSED, THE USER WILL SEE A SNIPPET OF THE FILE AND CAN CHOOSE WHAT DATA POINTS TO UPLOAD. AS THIS EXAMPLE IS CALL DATA, WE WILL UPLOAD THE COLUMNS NAMED "RESULT", "SUPPORTID", "VOLASK" AND "YS".


5) TO MAP THIS, CHOOSE THE "APPLY NEW MAPPING" DROPDOWN AND SELECT THE APPROPRIATE OPTIONS. IN THIS INSTANCE, WE WILL BE SELECTING AND MAPPING CANVASS RESULTS, SURVEY RESPONSES, AND AN ACTIVIST CODE. 


6) WHEN MAPPING RESULTS, YOU WILL BE ASKED "HOW" THE PERSON WAS CONTACTED; WHAT WAS THE "RESULT"; WHAT NUMBER WAS USED; WHEN WERE THE CALLS MADE; AND BY WHOM? 

TO ENSURE THE CORRECT RESULT IS MAPPED AND PHONE IS USED, THE USER SHOULD SELECT "CHOOSE COLUMN FROM DATA FILE". ADDITIONALLY, NOT SHOWN IN THIS EXAMPLE, THE USER SHOULD DO THE SAME FOR DATE CANVASSED.

ONCE THAT IS CHOSEN, SELECT "NEXT".  

THE USER WILL THEN MAP THE MOST APPROPRIATE CANVASS RESULT UNDER "LOAD AS CANVASS RESULT" BASED UPON THE RESULT NAME. 

ONCE THAT IS CHOSEN, SELECT "NEXT". 


THE USER WILL DO THE SAME FOR THE SURVEY QUESTIONS AND ACTIVIST CODES THAT NEEDED MAPPED. 


7) ONCE THE USER HAS MAPPED ALL THE COLUMNS THAT CONTAIN THEIR CONTACT DATA, THEY WILL CLICK "FINISH" TO FINALIZE THE BULK UPLOAD.


DEPENDING UPON THE FILE SIZE, IT MAY TAKE A FEW MINUTES TO COMPLETELY PROCESS.


As Bulk Uploads are reserved for those with Committee Admin permissions, users need to take care when uploading their data. If a user performs a bulk upload with bad information or makes a mistake with the upload, the NGPVAN Support Team has to manually remove the results, a process that takes 1-3 business days.