Navigation Updates to the PDI Portal

In 2022, PDI is getting a brand new look and feel. We've moved some things around, but all of our 2021 tools are still available at onlinecampaignstools.com and the functionality of each page should be the same. Use this guide to look up where different pages live, and visit Navigating PDI for an overview of the navigation system as a whole.

Old Menu Item	Sub-Item or Page	Page		New Menu Item	Sub-Item or Page	Page
Hamburger Icon	Manage User Profile			User Nav	Manage User Profile
Hamburger Icon	Manage Account Geography			User Nav	Manage Account Geography
Hamburger Icon	Switch to Child Account			User Nav	Switch to Child Account
Hamburger Icon	Sign out			User Nav	Sign Out
Hamburger Icon	Help Center			Help Center
Dashboard				Dashboard
Actions	Individual People Search			Person Lookup
Actions	Create Universes			Universes & Lists	Create Universes
Actions	Data Entry	Voter Registration		Organizing	Voter Registration	Voter Registration Entry
Actions	Data Entry	Volunteer Management		Organizing	Volunteer Management	Volunteer Management
Actions	Data Entry	Spreadsheet Data Entry		Organizing	Volunteer Management	Spreadsheet Data Entry
Actions	Lists & Files	Process Lists & Files		Universes & Lists	Process Lists & Files
Actions	Lists & Files	Create Custom Lists		Admin	Lists & Files	Create Custom Lists
Actions	Lists & Files	Create Custom Files		Admin	Lists & Files	Create Custom Files
Actions	Lists & Files	Advanced Custom Lists		Admin	Lists & Files	Advanced Custom Lists
Actions	Import Data	Import ID Flags		Import & Export	Import ID Flags
Actions	Import Data	Import New People		Import & Export	Import New People
Actions	Import Data	Import Precinct Areas		Universes & Lists	Import Precinct Areas
Actions	Import Data	Import Phones & Emails		Import & Export	Import Phones and Emails
Actions	Data Entry	Canvass/Phone Lists		Organizing	Field Canvassing	List Data Entry
Admin	Manage Universes/Lists			Universes & Lists	Manage Universes & Lists
Admin	Exports	Export All Flags		Import & Export	Export Flag IDs
Admin	Exports	Export Polling Places		Import & Export	Export Polling Places
Admin	Billing Center	Manage Invoices		My Organization	Billing Center	Manage Invoices
Admin	Billing Center	Payment Information		My Organization	Billing Center	Payment Information
Admin	Account Settings	Account Settings		My Organization	General Settings
Admin	Account Settings	File Pickup Management
Admin	Account Settings	Viewable Data Options		Universes & Lists	Create Universe Page Config
Admin	Surveys & Data Integration			Admin	Surveys & Data Integration
Admin	API Add/Edit			Admin	API Add/Edit
Admin	List Authorization			Admin	List Authorization
Admin	Data Sharing			Admin	Data Sharing
Admin	Add/Edit User Accounts			Admin	Add/Edit User Accounts
Admin	Manage Output File			Admin	Manage Output File
Admin	Manage Precincts			Admin	Manage Precincts
Admin	Manage Sub-Accounts			Admin	Manage Sub-Accounts	Manage Sub-Accounts
Admin	Manage Catalogs			Admin	Manage Sub-Accounts	Manage Catalogs
Admin	Manage Permissions			Admin	Manage Sub-Accounts	Manage Permissions
Admin	Surveys & Data Configuration	Flags & Surveys		Admin	Flags & Surveys
Admin	Surveys & Data Configuration	Volunteers		Organizing	Volunteer Management	Volunteer Settings
Admin	Surveys & Data Configuration	Events		Organizing	Events
Admin	Surveys & Data Configuration	Donors		Admin	Donor Settings
Admin	Surveys & Data Configuration	Contact Data Sources		Import & Export	Data Source Management
Admin	Surveys & Data Configuration	Custom Districts		Universes & Lists	Custom District Management
File Pickup				File Pickup
Outreach	Phone Canvassing	Online Phone Bank		Organizing	Phone Banking
Outreach	Phone Canvassing	Click to Dial Team Calling		Organizing	Click to Dial Team Calling
Outreach	Field Canvassing	Create & Edit/Print Turf		Organizing	Field Canvassing	Create & Edit/Print Turf
Outreach	Field Canvassing	Assign Turf/Create Mobile Projects		Organizing	Field Canvassing	Assign Turf/Create Mobile Projects
Outreach	Field Canvassing	Approve Mobile Data		Organizing	Field Canvassing	Approve Mobile Data
Outreach	Field Canvassing	Manage Projects		Organizing	Field Canvassing	Manage Projects
Outreach	Field Canvassing	Manage Assignments		Organizing	Field Canvassing	Manage Assignments
Outreach	Field Canvassing	Manage Turfs		Organizing	Field Canvassing	Manage Turfs
Outreach	Web Forms	Create and Edit Web Forms		Digital	Web Forms	Create & Edit Web Forms
Outreach	Web Forms	Manage Transactions		Digital	Web Forms	Manage Transactions
Outreach	Web Forms	Payments Report		Digital	Web Forms	Payments Report
Outreach	Web Forms	Payment Setup		Digital	Web Forms	Payment Setup
Outreach	Web Forms	Portal Tab Management		Digital	Web Forms	Portal Tab Management
Outreach	Email Sending	Create & Edit Emails		Digital	Email	Create & Edit Emails
Outreach	Email Sending	Manage Email Deliveries		Digital	Email	Manage Email Deliveries
Outreach	Email Sending	Create Seed Lists		Digital	Email	Create Seed Lists
Outreach	Email Sending	Import New Email List		Digital	Email	Import New Email List
Outreach	Email Sending	Manage Auto Sends		Digital	Email	Manage Auto Sends
Outreach	Email Sending	Email Settings		Digital	Email	Email Settings
Outreach	Email Sending	Deliveries Report		Digital	Email	Deliveries Report
Outreach	Manage SMS Messages			Digital	Manage SMS Messages
Outreach	ThruText Texting	ThruText Texting		Digital	Partner Digital Tools	ThruText Texting
Reports	Visualization Reports			Universe & Lists	Data Visualization
Reports	Count Reports			Universes & Lists	Voter File Count Reports
Reports	Field Activity Reports			Organizing	Reports	Field Activity Reports
Reports	Turf & Precinct Report			Organizing	Reports	Turf & Precinct Report
Report	Custom Advanced Reports			Organizing	Reports	Custom Advanced Reports