FAQs
What Are the Best Ways to Use Tags in a Campaign?
Turn simple labels into powerful voter targeting.
Tags are more than organizational tools — they’re one of the most strategic features inside Vottiv. Used well, they give campaigns a real-time advantage in understanding, segmenting, and re-engaging voters.
This FAQ covers common questions and best practices for using tags effectively throughout a campaign.
What are tags used for in Vottiv?
Tags are used to label voters, supporters, or contacts with meaningful information that helps you:
Segment audiences
Track interactions
Build targeted outreach lists
Re-engage voters at the right time
Tags update in real time and can be used across canvassing, calling, texting, and data analysis.
What should canvassers tag when they’re in the field?
Canvassers should tag observable or actionable information they notice at the door. These tags become valuable micro-targeting tools later.
Examples:
🇺🇸 American Flag – useful for patriotism or veteran messaging
🐕 Dog at Door – helpful when dropping yard signs
🚫 Do Not Contact – excludes voters from future outreach
✅ Strong Supporter – great for volunteer recruitment or GOTV
Pro Tip:
Enable Canvassing Tag Assignment so field teams can add tags directly from the app.
Should campaigns tag personal relationships?
Yes. Tags are a great way to track relationship-based outreach, not just voter file data.
Examples:
👥 Friends & Family – ideal for personalized asks or fundraising
🗣️ Known by Staff – leverage familiarity during follow-ups
🤝 Endorser – useful for influence and public support tracking
How can tags help track issue interest?
Tags can capture issue priorities during calls, canvassing, or surveys and turn them into targeting tools.
Examples:
Pro-Life
Supports School Choice
Small Business Owner
Concerned About Crime
Later, you can build groups or send targeted messages based on shared issue interests.
Can tags be combined for more precise targeting?
Yes. One of the most powerful strategies is layering tags with group filters.
Example strategy:
Start with a group like GOP Primary Voters
Filter to voters tagged Strong Supporter
Further narrow to Yard Sign or Volunteer Prospect
Launch a targeted text or call campaign
This allows for highly focused outreach with minimal wasted contact.
How can tags be used for follow-up and retargeting?
Tags are ideal for tracking next steps and outreach status.
Examples:
Follow-Up Call Needed
Persuadable
Sign-Up from Event
Voted Early
These tags make it easy to run rolling outreach programs without duplicate contact attempts.
Should imported lists be tagged?
Always. Any imported data should be clearly tagged so it’s easy to reference later.
Examples:
2023 Donors
Church Outreach List
Chamber of Commerce Members
Even if these contacts aren’t in the voter file, tags integrate them into your overall strategy.
What’s the best way to name tags?
Clear, consistent tag names prevent confusion and make tags usable across the team.
Best practices:
Use short, descriptive names
Avoid duplicates or unclear wording
Treat tags as campaign shorthand
Good examples:
✅ Volunteer Prospect
✅ Flag
Avoid:
❌ Volunteers?
❌ flag spotted
❌ PotentialVol
What’s the biggest mistake campaigns make with tags?
The most common mistake is underusing tags or using them inconsistently. Tags are most powerful when:
Everyone on the team uses them
Naming is standardized
Tags are referenced in targeting and follow-ups
Bottom Line
Tags aren’t just labels — they’re strategic assets. When used intentionally, they help campaigns move faster, target smarter, and follow up more effectively.
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