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Introduction
The Navigation Menu is the main method of navigation in the PDI program. The Navigation Menu is present at the top of every page in the program, and allows users to access any part of the program that has been permissioned to them. If you believe any sections are missing, contact your internal PDI Admin. The Navigation Menu is divided into five menu options, a bookmarks page, a search box that allows you to search for a specific page, and the File Pickup page.
Quick Links are a section of up to 6 bookmarks that are displayed on the homepage. Quick Links give you the ability to quickly access specific parts of the program without the need to navigate through the Navigation Menu. You can also customize your Quick Links section to suit your needs. Read this article for more information on customizing your Quick Links.
Using the Navigation Menu
In the Navigation Menu the first 5 options work by hovering your cursor over the a section in the menu that you would like to access. A drop-down menu will appear. You can then use that drop down menu to find the page you want to access. Clicking on a page button will bring you to the page, which may have a menu to access more specific pages.
Below are descriptions of each page in the navigation menu.
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Dashboard
- My Dashboard - Your customizable dashboard.
- Reports Tools - Reports showing your progress and current status.
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People
- People Search - Search for individual voters, volunteers, and contacts.
- Manage Volunteers - Manage your volunteers' information and communications; assign volunteers to shifts.
- Events and Calendar - Create and manage events and work shifts.
- Import/Export Data - Import data from external files related to individual voters/people.
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Universes/Lists
- Create Voter Universes - Create and run universe queries for individuals in the voter database.
- Create People Universes - Create and run universe queries for individuals in the people database.
- Voter Count Reports - Generate statistical reports containing voter data fields and universes.
- Process Lists & Files - Generate PDFs of data files and printable lists.
- Universe Builder/Report Output Configuration - Manage universe and report output options.
- Manage Universes & Lists - Manage active and inactive saved universes and their configuration options.
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Outreach
- Door to Door Canvassing - Manage door-to-door canvassing using the PDI mobile app or printable lists.
- Phone Canvassing - Manage phone canvassing using the PDI online phone bank.
- Texting - Manage texting outreach.
- Voter Registration - Manage voter registration programs.
- Emailing - Manage email outreach.
- Webforms - Build and manage webforms to connect to your PDI databases.
- Campaign to your friends - Relational Campaign tools
- Content Management - Create and distribute custom content to PDI App
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Admin
- Flags & Surveys - Create candidates, issues, flags, surveys, and survey questions.
- Add/Edit User Accounts - Create and edit user accounts, and manage user account permissions.
- Account Settings - Manage general organization account settings.
- Manage Sub Accounts - Create and manage child accounts.
- Billing Center - Manage billing information and transactions.
- Custom Lists and Files - Create PDFs of custom lists and electronic data files.
- Data Sharing - Manage shared data with non-child PDI accounts.
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List Authorization - Review, approve, or reject file requests.
Bookmarks
To open your bookmarks, click on the bookmark icon at the top of the page. A sidebar will open on the right side of the page. It will display all the bookmarks you have created. Additionally, if you are currently on a page that you have not bookmarked, you will see a 'Bookmark this page' button. If you are currently on a page that you have bookmarked, you will see a 'Remove bookmark' button.
To remove a bookmark, you can also click on the Remove icon on the right side of that bookmark's entry in the list. For example, in this list, the People Search bookmark could be removed by clicking on the icon circled in red.
Using the Search Box
The Search Box can be used to freely navigate through the program. To use the search box, just click on the magnifying glass icon, type in the partial name of the page you would like to access, and click on the result in the populated box.
The File Pickup Page
The File Pickup page is where you can pick up all the lists or files that you order. To pick up a file, you will need to open the folder that the file is in. Read this article for more information on the File Pickup page.
The User Nav Menu
The User Nav Menu features options that directly affect your own organization account. To access the user nav menu, click on the box with your account initials in the upper right-hand corner of the screen. This will display a list of your options.
- Manage User Profile - Allows you to change your organization account, email, and password.
- Manage Account Geography - Allows you to set and remove geographic filters on your organization account.
- Switch to Child Account - Allows you to switch to a child organization account.
- Sign Out - Logs you out of your user account.
Using Quick Links
The Quick Links section can display up to 6 links at a time on your homepage. The links are displayed as icons, and pages are accessed just by clicking on the icon. Since the amount of Quick Links are limited to 6 at a time, you cannot access the entire program at one time using this method, and instead this section should just be used to quickly access your most used pages. Click here for information on customizing your Quick Links.
Troubleshooting
- I am missing some options in the drop down menus. - These options are administered by your internal account administrator. Please contact your administrator for access to additional program features