Documentation

Tags, Parties, and Elections

Camelot allows you to create as many tags, parties, and elections as you’d like. In order to import voters properly and start recording information for them, you should take care of all three when you’re getting started.

To add and edit your tags, parties, and elections, click the Configuration tab at the top right of any page, which will take you to your settings page with a number of different options:

Tags

Tags allow you to categorize and ultimately target voters based on any criteria you choose. There is no limit to the number of tags you can create. Here are some common types of tags to get you started:

  • Levels of support. This may take the form supporter/undecided/not supporter, or you may want to add a tag for each candidate in an election.
  • Follow-up items. These can function as an internal to-do list: needs calls, lawn signs, send absentee ballot, etc.
  • Voting likelihood. Although Camelot will automatically estimate voter likelihood for you if your imported data includes past elections, you may learn more during phone banks and canvasses about how likely someone is to show up to the polls. Tags for very likely/somewhat likely/unlikely can help you prioritize your final get-out-the-vote efforts.
  • Issues of importance. Education, healthcare, police and safety, and the like can help you most effectively target issue-related outreach, or even just steer conversations in the right direction during discussions with voters.

Creating tags is very simple. After you click the Tags subtab, add a new tag using the form at the top right. You can name your tags whatever you’d like, but you should choose something short but descriptive:

Once you have created your tags, you will see a list of them in the main content area:

For each tag, you’ll see a count of the number of people with the tag, which you can click to view a full list of those voters. You can also deactivate a tag by clicking the stop sign icon. A deactivated tag is still shown for voters who have it and can be included in search queries, but cannot be applied to voters anymore.

Once you’ve deactivated a tag, you’ll see it in the right sidebar in the inactive tags section. You can click the trash can to delete a tag completely, which will remove it from the search form and from people who current have it. Click the resume button to activate the tag again.

Parties

The Camelot voter database is very flexible by design. We assume nothing about which political affiliations are available to your voters, so the system works equally well for candidates in the United States and abroad.

In order to record party affilation, first choose the Parties subtab in the Configuration section. Then click the Add New Party button in the right sidebar; that will bring up this form:

Enter the full name of the party (e.g., Republican), an abbreviation (REP), and an associated color (red).

Once you have created your parties, you will see a list in the main content area:

As with tags, you will see a count of people registered in each party, which you can click to view all people in that party. You can edit the name, abbreviation, and color for any party, or deactivate the party if you do not want it to be applied to voters anymore. At any time you can reactivate or delete these parties.