PDI Help Center
Welcome - Here's to a successful 2024 Campaign Season!
We've made some updates to the program in preparation for 2024! Check out what's new at PDI to learn more about the changes, including improvements to our system's scalability, descriptions of menu items, and a more intuitive user interface. All the functionality you know and love is still available—just in a new location.
You can sign up for our live PDI trainings here. If you're new to PDI, please visit our YouTube channel for videos about how to get started with your account.
Categories
- Release Notes Get the latest documentation on new releases and recent improvements to the system
- California Voter Data View articles about PDI's California voter file and how to effectively use it, Voter File Updates, Mail Ballot Return...
- Getting Started Get off to a quick start with help guides setting up new user accounts, surveys, canvassing projects, data files, and...
- Dashboard Menu Items View articles about My Dashboard, Reporting Tools, and Data Visualization.
- People Menu Items View articles about People Search, Manage Volunteers, Events and Calendar, and Import/Export Data.
- Universes/Lists Menu Items View articles about Creating Voter Universes, People Universes, Voter Count Reports, Process Lists & Files, and Unive...
- Outreach Menu Items View articles about Door-to-Door Canvassing, Phone Bank Canvassing, Voter Registration, Texting, Emailing, and Webforms.
- Admin Menu Items View articles about managing Flags & Surveys, Add/Edit User Accounts, General Account Settings, PDI Billing Center, a...