Our support team has created training videos and documentation to facilitate the transition to Liberalist and be used as a reference when troubleshooting.
Here, you will find a user guide, which will be updated as the system evolves, you may also refer to a specific section of the user guide below:
- How to Request an Account
- Logging into Liberalist
- Setting up your Profile Page
- How to reset your Liberalist password
- Liberalist Main Menu
- Quick Look Up — Finding a Shared Contact
- Customising the Quick Lookup Search
- An individuals record — the Introduction
- Individual records — What are all these sections for?
- Comparing Profiles
- How to merge duplicate Shared Contact records
- Creating a List in Liberalist
- Creating a list from previous political identifications
- Creating a list from previous volunteer, sign request and transport identifications
- Printing a Poll in Liberalist
- Refining and Saving lists with My List
- Splitting your report to section large canvassing reports for multiple canvassers
- How to Print a Canvass Sheet
- Your Canvass Sheet — an Overview
- Creating a report format
- Using the Virtual Phone Bank
- Creating a Virtual Phone Bank list
- Administering the Virtual Phone Bank
- Creating custom survey questions
- Creating a script
- Returning canvassing data to Liberalist
- Using bar codes for mass data entry
- Grid View in Liberalist
- Marking a Profile in Quick Mark
- Planning out events using My Calendar
- Linking Volunteers and Attendees to Events
- Liberalist assistance and support
If you can’t find what you are looking for or are encountering a problem, you can contact us.
