We are often asked about contacts that exist inside of VoterVoice. Understanding this article will help you answer questions such as "how many of my advocates have taken action with or on behalf of my organization," and so much more!
- Types of Contacts
- Uploaded vs. Registered
- Modifying Contact Data
- Subscriber Status (Email + Mobile)
Types of Contacts
At a high level, contacts can enter into your system via upload, someone registering on your action center, someone taking action on your action center, or via our API. The word "contacts" is a catch-all term for all of the people listed in the contact list. From there, a contact is either registered or unregistered.
There are (2) main types of contacts that exist in VoterVoice.
Uploaded - This is all contacts who have been uploaded into your database, either by using the Bulk Upload Tool or via our API. These contacts have not yet taken action or validated their own information.
Registered - Once an uploaded contact interacts with the VoterVoice system themselves (by taking action on an advocacy campaign, filling out a survey or petition, registering for an event, etc.), we refer to them as "registered" contacts.
Modified - A contact whose information, which means anything associated with a contact record, is updated or changed.
Subscriber - A contact is a subscriber if they have received communication from your organization and have not chosen to unsubscribe from communication.
The difference between a contact who is "registered" and one who isn't (uploaded being the other term) comes down entirely to activity.
A registered designation has no connection to data points such as address, constituency, subscription status, etc. Simply put, if a contact has done something in the VoterVoice system, they are considered registered.
The one functional difference between a registered and uploaded contact is that a registered contact is considered to be in charge of their own information. In other words, once a person is a "registered contact," they control their "standard contact fields," which include Prefix, First Name, Last Name, Email, Phone Number, and Address.
Mass updates to your contact list will not change information that a registered contact has approved or changed when they took action. This is to prevent a situation in which a typo in your database is fixed by the contact and then re-introduced when you next updated your contact list. Fields that are NOT displayed on the user profile can be updated via a mass update to the contact list.
If you want to get a quick view of every registered contact in your system, just go to Search Contacts and perform a new search for "Contact Type / Is exactly / Registered." See the GIF below for an example:
Contacts can be modified by the user when they go to take action on a campaign, survey, or from the end-user site. In addition, administrators can modify a contact on the contact's behalf inside of the organization's VoterVoice account. Lastly, a contact can be modified inside via the API.
As mentioned above, it is important to note that mass updates to your contact list will not change information that a registered contact has approved or changed when they took action, as when a contact updates their information, they are seen as "in control" of the accuracy of that information.
A contact is a subscriber if they have received communication from your organization and have not chosen to unsubscribe from communication.
A contact can be subscribed to one (or many) newsletters and/or mobile alerts if your organization has text messaging included in your plan. See below for a screenshot of what the contact sees if/when they go to manage their subscriptions:
A contact is considered a Subscriber if they subscribe to one of more of your emails and/or mobile alerts from your organization.
If you want to get a quick view of every subscribed contact in your system, just go to Search Contacts and perform a new search for "Subscriber Status / Is exactly / Yes." See the screenshot below:
If you have uploaded mobile numbers of contacts who have opted into text messaging AND/OR contacts have sent a text message to your keyword or checked the box to receive text alerts on the action form, in addition to being a Subscriber, they are also considered a "mobile subscriber."
Mobile subscribers can opt out at any time by unchecking the box or replying back to the text message.
In the GIF below, you can see a contact checking the box to receive text alerts. If they opted in already and proceed to the action form, their mobile phone number and the checkbox for "Send me text alerts" will be there by default. If they check that box for the first time, they will become a new mobile subscriber after taking action.
Q: Can I filter my contacts based on specific dates?
Absolutely! You can filter based on the Date Uploaded, Date Registered, Date Modified, and even the Mobile Unsubscribe Date. See the GIF below for an example:
In this example, I am looking for contacts who registered before 2019 and who have modified their data in the year 2019.
It's important to note that the Date Registered is the first time they took action/took control of their information, whereas the Date Modified is based on the last time their information was modified.
Q: Can I conduct a search based on activity in a campaign, survey, or other type of action?
Short answer. Yes, absolutely! Longer answer is that you can slice and dice your database in any way you'd like! Contact search is extremely flexible, as is shown in the GIF below:
In this example, I searched for Contacts who participated in either the SECURE Act Campaign OR the Sample State Campaign.
Some other ways you can filter contacts include:
- Elected Officials
- ....and much more!
Q: How can I find out the total number of unregistered subscribers?
You would want to do an advanced search (People > Search Contacts) for the following:
Q: How can I find out the total number of contacts without addresses?
In order for your advocates to take action on your behalf, they need to be mapped to their elected officials. In order to do that, they need to have their addresses in your database. To find out how many contacts do not have addresses associated with their profile, simply perform the following search:
Q: How can I find out the total number of contacts who have unsubscribed from receiving updates?
Your advocates have the ability to unsubscribe to a specific type of communication (EX: newsletter) and they can also choose to unsubscribe to ALL communication. To find out how many contacts have unsubscribed from your communications, simply perform the following search: