How to Onboard Canvassers to the Vottiv App

How to Onboard Canvassers to the Vottiv App

Get your team knocking doors in under a minute.

Vottiv makes canvasser onboarding fast, intuitive, and stress-free — no app store download required. Whether you're a campaign manager or a first-time volunteer, this guide walks you through how to get someone set up and ready to go.

🚀 Two Ways to Onboard a Canvasser

You can onboard canvassers in under 60 seconds using one of these two methods:

1. Send a Direct Link

Each canvass has a unique link. Simply share that link with your canvasser.

When they click it:

• It will open vottiv.app in their browser

• They’ll be prompted to create a quick profile (name + phone/email)

• The canvass will automatically be added to their dashboard

2. Use a 6-Digit Code

If you're working in person or want a quick alternative:

• Have your canvasser visit vottiv.app

• They’ll create a profile

• Then enter the 6-digit canvass code you provide

✅ The canvass will appear instantly in their dashboard, ready to start.

💡 No Downloads Needed

Vottiv uses progressive web app (PWA) technology — which means:

• Canvassers can use it just like a regular app

• It works offline

• It can be saved to their phone’s home screen for easy access

This eliminates confusion and delays that come with searching app stores.

🧭 What Canvassers See?

Once onboarded, canvassers will:

• See assigned routes (or pick from available ones)

• View map pins for each household

• See optimal walking paths

• Start logging interactions with a tap

• Add tags, notes, or outcomes in real-time

Everything syncs back to the campaign instantly.

✅ Best Practices for Managers

• 💬 Send the link or code ahead of canvass shifts

• 📱 Walk new volunteers through the setup in person their first time

• 🧭 Assign routes ahead of time if you want to control visibility

• 🔁 Encourage saving the app to their home screen to work offline