Navigating Through the PDI Platform

Mike Ford
Mike Ford

Introduction

The PDI navigation bar appears at the top of every page in the program. It is the central hub for accessing every section of the system that your account permissions allow.


If you believe a section is missing, contact your organization’s PDI Administrator.

  • The navigation bar is divided into five main sections:
    1. Dashboard
    2. People
    3. Universe/Lists
    4. Outreach
    5. Admin

On the left side of the navigation bar, you’ll see the name and region of your campaign account. On the right side, you can access the search bar and the User Navigation Menu. You can click on the organization name on the top left corner of any page to return to the platform Home Page.

 

User Navigation Menu

The User Navigation Menu is located in the top-right corner of the navigation bar. It controls settings specific to your personal account.

  • Switch to Other Accounts – Easily toggle between other accounts you are permissioned to access.
  • Filter My District Geography – Apply or remove geographic filters to limit what data you see.
  • My Account Info  – Update your name, email, and password.
  • Switch to Child Account – Move between your main account and authorized sub-accounts.
  • Sign Out – Log out of the system securely.

 

Dashboard Menu

The Dashboard provides a campaign-wide overview.

  • Voter Outreach Dashboard – Your customizable homepage. Add widgets and visualizations for quick access to your most important data.
  • Volunteer Management Dashboard – Your customizable homepage. Add widgets and visualizations for quick access to your most important data.

  • Fundraising Dashboard – Your customizable homepage. Add widgets and visualizations for quick access to your most important data.

    Report Tools and Data Visualization were moved to the Universes / Lists --> Reporting Menu – Generate quick reports to track campaign progress and current status.

 

People Menu

The People section manages individual-level data and events.

  • People Search – Find specific voters or imported contacts in your database.
  • Manage Volunteers – Track volunteers and assign them to shifts or activities.
  • Manage Volunteers – Track volunteers and assign them to shifts or activities.

  • Events & Calendar – Create and manage campaign events and view your calendar.

    Import / Export Data was moved to the Admin Menu 

     

Universe/Lists Menu 

The Universe/Lists section is where you define and manage groups of voters and contacts.

  • Create Voter Universes – Build voter or people universes based on criteria.
  • Create Voter Universes – Build voter or people universes based on criteria.
  • Voter Count Reports – Run statistical reports on your data.

  • Process Lists & Files – Generate printable or electronic lists for canvassing or outreach.

    Universe Builder / Report Output Configuration and Manage Universe & Lists were moved to the Admin --> Additional System Data Settings 

 

Outreach Menu 

The Outreach section manages all voter contact methods.

  • Door-to-Door Canvassing – Create and manage field canvassing projects.
  • Phone Canvassing – Build phone bank projects for volunteers or call centers.
  • Broadcast (Bulk) Texting – Manage SMS outreach campaigns.
  • Peer to Peer Texting – Manage SMS outreach campaigns.
  • Campaign to Your Friends – Relational organizing tool that allows supporters to contact their personal networks.
  • Voter Registration – Manage voter registration drives.
  • Emailing – Create, send, and track email campaigns.
  • Web Forms – Create online forms connected to your PDI database.

  • Mobile App Management – Cr

     

Admin Menu

The Admin section contains account-wide configuration and administrative tools.

  • Flags & Surveys – Create candidates/issues, ID flags, survey questions, and scripts.
  • Add/Edit User Accounts – Manage user logins, permissions, and two-factor authentication.
  • Account Settings – Configure general account preferences.
  • Manage Sub Accounts – Create and manage child accounts.
  • Billing Center – View invoices, manage payment profiles, and handle transactions.
  • Custom Lists & Files – Design custom PDF lists or export files.
  • Data Sharing – Share data with other PDI organizations (outside of your child accounts).
  • List Authorization – Review, approve, or reject requests for file exports.

 

Quick Links

The Quick Links section on your homepage provides icons linking directly to up to seven frequently used pages.

  • Quick Links are ideal for shortcuts to your most common tasks.
  • Because only seven links can be displayed, Quick Links should supplement—not replace—the main navigation bar.

  • You can customize Quick Links to match your workflow.

     

Troubleshooting

  • Missing options in menus?
    Most menu options are controlled by your account administrator. Contact them if you need additional features enabled.