PDI has a new navigation framework! Read on to learn more about how PDI's tools are organized, or visit Navigation Updates to the PDI Portal to see a mapping of previous pages to their new locations. Note that the functionality of these pages will remain the same.
Contents
- Introduction
- The User Nav Menu
- Dashboard
- People
- Universe/Lists
- Outreach
- Admin
- Using Quick Links
- Troubleshooting
Introduction
PDI's navigation system is at the top of every page in the program. Users will be able to use the navigation to access every section they have permission to view. If you believe any sections are missing, contact your internal PDI Admin.
On the left side of the navigation bar, you can see the name and the region of the campaign.
There are five sections of the PDI program: Dashboard, People, Universe/Lists, Outreach, and Admin. Each of these sections is listed in the navigation bar. If you click on a section, you will see a dropdown menu of pages within that section. For example, the image below shows the pages in the People section. Each page has a short description so you can easily find the right page. To navigate to a page, click on it in the dropdown menu.
On the right side of the navigation bar, you can access the search bar and the user nav menu.
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 your account name in the right-hand corner of the navigation bar. 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.
Dashboard
The Dashboard section has two pages: My Dashboard and Reports Tools.
My Dashboard is your homepage, where you can get quick insight into your account. You can completely customize the homepage to suit your needs.
Reports Tools is where you can access quick reports to see your campaign's progress and current status.
People
The People section has four pages: People Search, Events and Calendar, Import Data, and Manage Volunteers.
People Search allows you to search for individual voters and contacts you've imported into your database.
Events and Calendar is where you can manage events for your campaign and view your events calendar.
Import Data is where you can import data about voter and contacts into the PDI program from external sources.
Manage Volunteers is where you can manage volunteers and assign volunteers to event shifts.
Universe/Lists
The Universe/Lists section has five pages: Create Universes, Voter Count Reports, Process Lists & Files, Universe Builder / Report Output Configuration, and Manage Universes & Lists.
Create Universes allows you to create both voter and people universes.
Voter Count Reports is where you can generate statistical reports about your voter data.
Process Lists & Files is where you can generate electronic and printable files to use for canvassing.
Universe Builder / Report Output Configuration is where you can manage the fields and values that will be displayed on the Create Universes and Voter Count Reports pages.
Manage Universes & Lists is where you can manage your saved universes (both active and inactive), as well as their configuration options.
Outreach
The Outreach section has seven pages.
There are five pages for different methods of contacting voters: Door to Door Canvassing, Phone Canvassing, Texting, Campaign to your Friends (for relational organizing), and Emailing.
The Voter Registration page allows you to manage your voter registration program.
Webforms is where you can create and edit the webforms that will be connected to your PDI databases.
Admin
The Admin section has eight pages.
Flags & Surveys is where you can create candidates/issues, flags, survey questions, and surveys.
Add/Edit User Accounts is where you can create and edit user accounts, configure account permissions, and manage two-factor authentication.
Account Settings is the page for managing general account settings.
Manage Sub Accounts is where you can create and manage child accounts.
Billing Center is where you can manage your billing information and transactions.
Custom Lists and Files is where you can create custom PDF lists and electronic data files.
Data Sharing is where you can manage sharing data with other PDI organization accounts (not your organization's child accounts).
List Authorization is where you can review, approve, or reject file requests.
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