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 | Create & Edit Emails | ||
Outreach | Email Sending | Manage Email Deliveries | Digital | Manage Email Deliveries | ||
Outreach | Email Sending | Create Seed Lists | Digital | Create Seed Lists | ||
Outreach | Email Sending | Import New Email List | Digital | Import New Email List | ||
Outreach | Email Sending | Manage Auto Sends | Digital | Manage Auto Sends | ||
Outreach | Email Sending | Email Settings | Digital | Email Settings | ||
Outreach | Email Sending | Deliveries Report | Digital | 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 |