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What is Amplify?

Amplify is an organizing app for campaigns, nonprofits and unions. It puts phone banking, peer-to-peer texting, door-to-door canvassing, petitions, voter data, mapping and turf cutting in one place, and saves every conversation to the same record. It runs in the web browser on any phone, tablet or computer, so volunteers don't need to install anything.

Amplify is built and hosted by Particle 64. Learn more about plans and features at amplify.p64.io.

Quick start by role

Find your role and follow its checklist. Each step links to the full guide.

Key concepts

Everything in Amplify fits together in the same way. Once you know these terms, the rest of the app makes sense.

The usual order of work is:

Ideas: what you can do with Amplify

Short, real-world examples of how organizers use Amplify's tools together. Each one links to the guide where it's explained.

Roles and permissions

Your role belongs to an organization, not to your account. The same person can be an owner in one organization and a volunteer in another. Amplify always uses your role in the organization you're currently working in.

Who can do what

Data managers (administrators or owners with that campaign permission) can also manage the campaign's permissions, see campaign billing, make campaign-wide groups, and see All orgs results in summaries and exports. Editing a campaign's settings is for administrators and owners of the organization that created it. Some features also need a particular plan.

Throughout these docs, a Admin label shows who can use a feature, and a Plus plan label shows which plan it needs.

Plans and what they include

Every plan includes unlimited users. Your plan appears next to your organization's name on the home page.

Calling and texting usage is billed on top of the subscription. See Billing. To change plans, contact Particle 64.

Sign in to Amplify

Go to amplifyvote.com and click loginLog In To Amplify.

With Google

Click Continue with Google and choose your Google account. If you're already signed in to Google in that browser, you won't need a password.

With email

1. Click Sign in with email.
2. The first time, click Create account. Enter your first and last name, email and a password, then click Create account.
3. After that, enter your email and password and click Sign in.

The first time you sign in, you'll be asked to join an organization.

The sign-in window also shows the app version, plus links to this Documentation and to Amplify's Source code. If you see a version warning, see A newer version of Amplify is available.

Reset your password

1. On the sign-in window, click Sign in with email, then Forgot password?
2. Enter the email you sign in with and click Send reset link.
3. Open the email and click the link. Enter a new password twice and click Save new password.

Accounts that sign in with Google don't have an Amplify password. Use Continue with Google instead.

Join an organization

You need to belong to an organization before you can see its campaigns.

1. On the home page, click Find or request an organization. If you're already in one, open view_listMy Organizations and click Request to join an organization.
2. Type at least a few letters of the organization's name. Ask your organizer for the name exactly as it appears in Amplify.
3. Select it and click Send request.

An administrator of that organization approves your request. Once approved, the organization's campaigns appear on your home page.

Switch between organizations

If you volunteer with more than one group, click view_listMy Organizations on the home page. The list shows your role in each one and how many team members it has. Click an organization to switch to it. Your current organization is marked Current.

Find your way around

The navy bar at the top of every page has the same buttons. On small screens only the icons show.

replyBack

Returns to the previous page.

error_outlineCustomer Service

Sends a message to the Amplify team. See Get help.

my_library_booksTutorials

Opens this documentation.

account_circleUser Profile

Change your first and last name, and see the organizations you belong to and your role in each. Your sign-in email can't be changed here.

logoutLog Off

Signs you out.

On the home page, your organization's name, logo and plan are at the top, with its active campaigns below. Each campaign card shows its campaign ID and buttons for its activity types. Administrators also see Administrative Tools, Community Lists and a Campaign management button on each card.

Find your activity

1. On the home page, find your campaign's card. Ask your organizer which campaign to use if there's more than one.
2. Click the activity type: callPhonebank, directions_walkCanvass, smsTexting or assignmentPetition.
3. The dashboard lists every active activity of that type. Click loginEnter on the one you were assigned.

If an activity says Preparing contacts…, Amplify is still loading its list. The Enter button turns on when it's ready, usually within a minute.

Phone banking

Amplify calls from your browser, so you don't need to dial or use your own phone number. Use a computer or phone with a microphone, and a headset if you have one.

1. Enter the phonebank. The top card shows the phonebank's name, your name as the caller, and your call status.
2. Amplify loads one household at a time. You'll see the address and everyone at it who has a phone number. If the phonebank has a script, click descriptionOpen script to read it in a new tab.
3. Open a resident and click callCall. The first time, your browser asks to use your microphone. Click Allow.
4. While you talk, fill in the survey. Single-choice questions take one answer, multiple-choice questions can take several, and notes questions take typed answers.
5. Click call_endHang up, then checkSubmit. If you didn't get answers, click the matching nonresponse button instead, like Not home or Wrong number.
6. When everyone in the household has a result, Amplify loads the next household.

Good to know

• You need to call someone before you can record a response for them. Each resident shows Called this pass or Responded as you go.
• To submit, answer at least one multiple-choice question, or pick a nonresponse.
• The resident card shows their phone number and age. On the Twilio calling screen it also shows voting propensity, and party and other partisan fields if the campaign turns on partisan data. On the SignalWire screen (the default for new organizations) it shows the Voter ID instead.
• skip_nextSkip household moves on without recording anything. Someone else can call that household later.
• On the Twilio calling screen, if the phonebank has a patch-through number, phone_forwardedPatch through appears once a call connects. It transfers the person to that number, for example a campaign office or a ride-to-the-polls line. The SignalWire screen doesn't offer patch-through.
• On the Twilio calling screen, you hear ringing while the person's phone rings, and your call status flashes when someone (or their voicemail) picks up. If your connection is weak, a notice says Your internet connection is unstable, so audio may cut out. Close other tabs or apps using the internet, or move closer to your Wi-Fi.
• If an organizer starts a new pass while you're calling, a notice tells you, and your calls are recorded on the new pass.
• On the SignalWire screen, calling sessions expire after a while. If you see Your calling session expired, refresh the page to keep calling.
• If the campaign shows voting centers, the how_to_voteNearest voting locations panel lists the closest vote centers and drop boxes, with hours and distance.
• If you see All call numbers are in use, every number in your organization's calling pool is busy. Wait a moment and try again, or ask an administrator to add numbers.
• When the list is finished you'll see Everyone on this list has been contacted.

If the phonebank allows it, you'll also see smsOpt in & text or how_to_regOpt in. See Opt-ins and consent.

Canvassing

A canvass shows your turf on a map, with a pin for every building to visit.

The canvass map

• Blue pin: a single home to visit.
• Purple pin: a building with several units, like an apartment complex.
• Green pin: done. Every unit is complete or passed.
• Orange pin: a household a canvasser added to the map (see below).
• Faded pins have an approximate location. The address is right, but the pin may be a few houses off.
• When zoomed out, nearby pins group into numbered circles. A circle turns green when everything in it is done. Zoom in or tap a circle to see the pins.

Hover over or tap a pin to see the address and how many people live there. The progress bar shows how many doors are done.

Knock a door

1. Tap a blue or purple pin. For a building with several units, pick the unit. Each one shows To do, Passed or Complete.
2. The household window lists everyone at the address. Open a person to see their age and voting propensity, then ask the survey questions.
3. Tap checkSubmit, or tap a nonresponse such as Not home for that person.
4. If nobody answers the door, use the red buttons under Nobody answered?. They apply the outcome to everyone at the address who hasn't been contacted on this pass.

To add someone who isn't on the list, like a new roommate, tap person_addNew person (shown when the canvass offers opt-ins). The New community member form takes their name, phone and email, texting and email opt-ins, tags, and the canvass survey, so you can record their answers at the same time. The address comes from the household; add a unit if they have one.

Add a home that isn't on the map

When the canvass offers opt-ins, you can add a household that isn't in your list, like a new building:

1. Tap add_homeNew household (New home on a phone).
2. Tap the map where the household is. Tap Cancel to stop.
3. The new door opens with its address. Add the people who live there with the New community member form.

The household shows as an orange pin marked Added by canvasser, exactly where you tapped.

Tools

listStreet list

A list of every street in your turf with progress for each. Search by house number, street or unit, show only To do doors or All, and sort In order or Odd · Even to work one side of the street at a time. Tap a door to open it. Tap download to download a printable walk list.

refreshReload map

Gets the latest results, including doors other canvassers finished. Reload every so often when you're canvassing with a team.

my_locationShare my location

Optional. Shows you, and anyone else in this canvass who's sharing, on the map. See Share your location below.

On a phone, these tools sit in a bar at the bottom of the screen, within reach of your thumb, with shorter names: List, Reload, New home, Location (Sharing while it's on) and Follow/Unfollow.

Share your location

Location sharing is optional. You can knock every door without it. Turn it on when you want to see where you are on the map, or when your team wants to see each other in the field.

1. Tap location_disabledShare my location (Location on a phone). The first time, your browser asks for permission. Tap Allow.
2. The button changes to my_locationSharing location (Sharing on a phone), and a location marker appears where you are.
3. To keep the map centered on you as you walk, tap gps_fixedFollow me (Follow). It zooms in close to your position and re-centers about every 30 seconds. Tap Stop following (Unfollow) to move the map yourself.
4. Tap the button again to stop sharing.

Who can see you

• Everyone sharing in the same canvass sees each other. While sharing is on, your marker appears on the map of every other canvasser in this activity who also has sharing on, including volunteers from partner organizations. You see theirs the same way.
• Hover over or tap a marker to see whose it is and when it was last updated, for example Sharing location · 4:12 PM · 2 min ago. Your own marker looks the same as everyone else's.
• People who don't have sharing on don't see anyone's location, and nobody sees theirs.
• Only this canvass is affected. Other activities and your organization's reports don't show locations.

How it updates

• Markers refresh about every 30 seconds. Your position is sent when you move. If you stand still, it's re-sent every 5 minutes so you stay on the map.
• When you tap the button to stop sharing, or leave the canvass page, your marker is removed. Others see it disappear at their next refresh.
• If you close the browser or your phone goes to sleep while sharing, your last position can stay on others' maps for up to an hour, marked with how long ago it was updated. Stop sharing before you put your phone away.
• If you deny location permission, sharing turns off and Amplify explains how to allow it in your browser settings.

Fix a mistake

Tap a green pin to review what was recorded at that door: each response, who recorded it, and when. To canvass it again, tap restart_altReset door. This deletes those responses.

Texting

Textbanks send a prepared first message to each person. You press send for every text, and you handle the replies yourself.

Send first texts

1. Enter the textbank. The header shows the number you're texting from and whether an image is attached.
2. On the Send tab, click playlist_addLoad more households. Amplify assigns you a batch of people that no one else will text.
3. Open Message preview to see what will be sent. Names are filled in for each person.
4. Click send next to a person to text them, or sendSend all to go through the batch. You can stopStop at any time.
5. Load more households when the batch is done. When there's no one left, you'll see Activity completed.

Each person shows To send, Sent, Replied or Already contacted.

Reply to conversations

1. Open the Conversations tab. The red badge counts people waiting for a reply, and each one has a dot in the list.
2. Click a conversation to read it. Type a reply and press send, or tap a quick response to use it.
3. When the conversation is over, click doneFinish. Record the survey answers you learned, or a nonresponse, and submit.

Reply notifications

When you enter a textbank, your browser may ask to show notifications. If you allow it, Amplify notifies you when someone replies to one of your texts, even when the textbank isn't open, as long as your browser is running. You can turn this off at any time in your browser's site settings.

If you see No texting number is assigned to this activity, ask an administrator to pick a texting number for it.

Collecting petition signatures

A petition is a sign-up form you fill in with someone, in person or on the phone. Signers are added to your organization's Community Lists, and can be matched to the voter file.

1. Enter the petition.
2. Under Signer, enter their first and last name and phone number. Email is optional or required, depending on how the petition was set up.
3. Check Opt in to texting and Opt in to email only if they agree to receive them.
4. If your organization uses tags, you can Add a tag, like Volunteer. For a tag with values, pick the value too.
5. Enter their zip code. If the petition asks for an address, start typing the street and pick a suggestion to fill in the city and zip.
6. Answer the questions, then click drawSave signature.

The count at the top shows how many signatures you've saved. If texting is turned on for the petition, smsSend Text sends the signer the petition's first message. It works once their first name, phone number and texting consent are filled in, before or after you save.

Opt-ins and consent

When an activity offers opt-ins, you'll see how_to_regOpt in (or smsOpt in & text when texting is on) for each person. Use it when someone wants to hear from your organization again.

1. Click Opt in. If they're already on your Community Lists, Amplify says so and shows which consents they've given.
2. Check Opt in to texting and/or Opt in to email, only for what they agreed to.
3. Confirm their phone number (needed for texting) and email (needed for email). Add tags if your organization uses them, with a value for tags that have values.
4. Click save. With texting on, click smsSend text to send the activity's first message to them.

Volunteer cheat sheets

One page per activity type, to print for a training or hand out at a phone bank or canvass launch. Click picture_as_pdfPDF on a card to open it as a one-page PDF you can print, download or email to volunteers.

Open campaign management

On the home page, click mapCampaign management on a campaign card. You can also get there from any activity dashboard. The page has three parts:

Toolbar

The campaign and organization name, and the Summaries, District, Search, Permissions and Billing menus. On narrow screens they move into the more_vert menu.

Side menu

Under Resources: Surveys, Nonresponse sets and Groups. Under Activities: Phonebanks, Canvasses, Textbanks and Petitions. Each panel shows a count, a create button, your items, and a link to the rest. Click menu to show or hide it.

Map

The campaign's district boundary, polygons and precincts.

Map layers and precinct data

Use the layers control in the top right of the map to switch between Streets and Satellite base maps, and to show or hide overlays:

• Campaign Boundary: the districts chosen for the campaign.
• Your organization's polygons, and polygons from other organizations on the campaign, each in its own color.
• Registration Precincts: every registration precinct in the campaign.

With precincts on, each precinct is shaded blue by its share of Democratic voters (darker means a higher share), and more solid where there are more households. Hover over a precinct to see registered voters, households, and a party bar with Dem, Rep, DTS/NPP and Other.

If the campaign has a default precinct table, the precincts show that group's households and residents instead. Summaries by precinct can also be displayed on the map.

Draw turf with polygons

Polygons are areas on the map. Use them to cut canvassing turf, or as a geography filter in groups. There are three ways to make one:

Draw it

Click the polygon tool in the top right of the map. Click the map to place each corner, and click the first corner again to close the shape.

Lasso precincts

Turn on Registration Precincts, then use the lasso tool to circle the precincts you want. Every precinct the lasso touches is merged into one shape.

From one precinct

Double-click a precinct.

A new shape shows in red. Click it to open Create polygon:

1. Give the polygon a name and an optional description.
2. Under Who's inside, choose a campaign-wide rule set, or Everyone (no filters), and click calculateGet estimate to count the households, residents and phones inside.
3. To use it right away, turn on Also create a group for this polygon and name the group.
4. Click create.

Edit, archive and the allocation list

Double-click a polygon to edit it. You can rename it, add notes, see which groups and activities use it, get a new estimate, and create another group from it. You can archive a polygon once nothing active uses it.

layersDistrict › Polygon Allocation List lists every polygon with the groups and activities that use it. Search it, open an activity's report, copy a polygon's ID, and archive, restore or delete your own polygons. Turn on Load all organization polygons to include your organization's polygons from other campaigns.

If the campaign uses Restrict geographic grouping, organizations can't draw polygons that overlap each other's.

Surveys

A survey is the list of questions volunteers ask and the answers they record. In the side menu, open Surveys and click addCreate a survey.

1. Name the survey.
2. Choose a question type, type the question and click Add question.
3. For choice questions, add each answer with Add.
4. Drag questions and answers to put them in order.
5. Click Create survey.

When several organizations share a campaign, use Only show to on a question to show it to some organizations only. Leave it empty to show it to everyone.

Editing a survey with answers

Once people have answered a survey, questions and answers that have responses are locked so that reports and group filters keep matching past results. You can still reorder them, add new ones, and switch a question between single and multiple choice. To fix a typo in a locked answer, add a corrected answer.

Turn off Use in this campaign to hide a survey from this campaign's new activities. archiveArchive survey hides it everywhere. More surveys lists every survey your organization has made, in all campaigns, where you can edit, archive and restore them. Activities that already use an archived survey keep working.

To hide some questions in one activity only, use Hide survey questions.

Nonresponse sets

A nonresponse set is the list of buttons volunteers use when they don't get survey answers. Each button has a type, and the type controls what happens to the person next.

To make a set, open Nonresponse sets in the side menu and click addCreate a nonresponse set. Name it, then click suggestions to add them (or Add all), or type your own and choose a type. The suggestions are Not Home, Voicemail and Inaccessible (non-responses), Spanish Speaker (impression), Do Not Contact, Moved, Deceased and Language Barrier-DNC (Do Not Contact), Wrong Number (invalid phone) and Wrong Address (invalid address). Drag to reorder. Volunteers see the buttons in this order.

As with surveys, responses that have been recorded are locked. You can still add, reorder and rename unused ones. More nonresponse sets lists all of your organization's sets, with archive and restore.

Groups: choose who to reach

A group is the list of people an activity will contact. Open Groups in the side menu and click addCreate a group.

1. Name the group.
2. Under Who to target, choose:
   • Voter individuals: one row per registered voter.
   • Voter households: one row per address. Contacts reach everyone living there.
   • Community member list: people from your organization's Community Lists. Turn on Entire membership list to include members outside the campaign district.
3. Add filters from the pickers (listed below). For each filter, choose its values. To start from an existing campaign-wide group's filters, use Start from a campaign-wide group.
4. Click calculateGet estimate to count households, residents and phones. A map previews the result.
5. Click Create group.

Available filters

General / Household

Age (Youth 18–35, Middle 36–66, Retired 67+), Race, Gender, Renter, Party (household groups use single-party and mixed-party household options), Exclude party, Exclude race, Spanish probable, Progressive and Segment (where available), Special campaign, Likely callable, Has phones, Registration date, and PDI ID list (upload a CSV).

Contact history

Date contacted; survey answers (AND, OR, NOT); survey contacts; nonresponse sets (OR, NOT); text sent; contacted by a team member; recently contacted (last 6, 12, 24 or 72 hours).

Vote history

General, primary, special and overall propensity (High, Medium, Low, None); voted in or did not vote in specific elections; and Exclude voted current cycle to drop people who have already voted.

Geography

Polygons, zip codes, cities, precincts (pick them or import a CSV) and districts.

Membership

For Community member list groups: tags, uploads, activities, texting or email consent, and whether the member matched a voter. In Tags, add one row per tag; members must match every tag. For a tag with values, pick the Values to include (No value is one of them), or leave it empty for any value. Click addAdd another tag for more.

Campaign-wide groups

Campaign data managers can turn on Campaign-wide so every organization in the campaign can see and use the group. Campaign-wide groups also act as rule sets for polygons and precinct tables. Groups made by another organization open read-only.

Manage groups

Click a group to rename it, refresh its estimate, copy its ID, or archive it. More groups lists your organization's active and archived groups with their filters and how many activities use them. Search, edit, archive and restore them there. Archived groups can't be used for new activities, but activities already made from them keep their contacts.

Create an activity

In the side menu, open the activity type (Phonebanks, Canvasses, Textbanks or Petitions) and click its create button. You can also click addNew on an activity dashboard. If anything is missing, Amplify lists what the campaign needs first.

The form has these steps:

1. Basic info. An activity name (up to 25 characters) and description. Choose whether to identify contacts by individuals or households. Turn on Enable texting to let volunteers text people from a phonebank, canvass or petition, and Offer opt-in to the community list to show the opt-in form.
2. Survey, group and nonresponse set. Petitions only need a survey.
3. Texting details (textbanks, or when texting is on). Choose a texting operation and the number to send from, then write the first messages, or load them from a texting template.
4. Petition details (petitions). Turn on Check voter file to match signers to voter records. Choose whether to ask for an address and email, and whether each is required. Zip code is always asked.
5. Phonebank script and patch-through (phonebanks). Paste a link to your script, such as a Google Doc, and an optional patch-through number.
6. Users and organizations. Choose which users and which partner organizations can work on it, or Select all users. If you leave both empty, only you and your organization can see it.

Click Create activity. Phonebanks, canvasses and textbanks show Processing while Amplify prepares the contact list. Volunteers can start as soon as it's done.

Write text messages

The message editor appears in textbanks, in activities with texting on, and in texting templates.

• Type a message (up to 800 characters) and click add_circle to add it. You can add several.
• Include receiver's name starts the text with "Hello" and the person's first name. Include sender's name adds "this is" and the volunteer's first name. With both on, a text reads "Hello Maria, this is Sam…". The preview shows the result.
• Attach an image adds a picture by URL. Click add_photo_alternate to upload an image and get a URL. Use JPEG, PNG or GIF, ideally under 2 MB.
• With more than one message, choose the Default initial message. Textbanks send the default to everyone. When volunteers text one person from an opt-in, they can pick any of the messages.
• Quick responses (textbanks) are canned replies volunteers can tap in conversations.

Names and images add to the length and cost of a text. See Text segments and costs.

Texting templates

Templates save first messages and quick responses so you can reuse them. On the Textbanks dashboard, click smsTexting templates. Create, edit, duplicate and delete templates there. When you create or edit an activity, pick a template under Load from a texting template. This replaces the activity's messages and quick responses.

Send a test text

On a textbank's card (or any activity with texting on), click sms. Enter your mobile number, pick a first message if there are several, and click sendSend test text. Names are filled in with yours, and replies to test texts aren't recorded.

Edit, reset or close an activity

Click editEdit on an activity card, or click its name in the campaign side menu. You can change:

• The name, description, texting and opt-in options.
• Texting details, the script link and the patch-through number.
• Which users and organizations can work on it.
• Volunteer sign-up link. Click linkGet link and copy it. New volunteers who open it join this activity directly. Anyone who signs in through the link is added to your organization as a volunteer without an approval request, so share it only with people you want on the team.
• Hide survey questions. Check questions to hide them from volunteers in this activity only.

The survey, group and nonresponse set can't be changed after the activity is created. Click content_copy to copy the activity's ID.

Passes

Phonebanks, canvasses and textbanks work in passes, shown as 1st pass, 2nd pass and so on. When a pass is done, open the Reset or deactivate step of Edit activity. restart_altReset Activity starts the next pass: households that weren't completed (for example, people who were Not home) become available again. Completed households stay done, and so do households whose last outcome was Inaccessible. In textbanks, households where everyone already replied or finished also stay done. Callers who have the phonebank open when you reset see a notice, and their calls are recorded on the new pass.

Deactivate

blockDeactivate hides the activity from volunteers. It moves to the Inactive tab of the dashboard, where you can mark it completed or not, edit it, open its report, or Reactivate it. Textbanks are the exception: a deactivated textbank can't be reactivated. To text the same group again, click Edit on the textbank and click Clone at the bottom of the window to make a copy.

Search the map

Use the searchSearch menu in the campaign toolbar:

Find Address On Map

Type a full address to drop a pin on it.

Find Precinct On Map

Type a registration precinct ID to outline it and zoom to it.

Voter Lookup

Search voters in the campaign's districts by last name, and optionally first name. Results show address, party, age and voter ID, with Show on map.

Launch checklist for election season

Work through these in order. The early steps take the longest, so start them weeks ahead.

Weeks ahead

1. Confirm your organization has legal access to the voter file, and that the owner has accepted the Terms of Use.
2. If you'll call or text, ask Particle 64 to start carrier registration. It can take several days.
3. Create the campaign, choosing the right districts and election. These lock once the campaign has groups.
4. Invite partner organizations to join the campaign, and choose data managers.

Plan your universe

1. Check the win number and pick the elections the turnout projection averages.
2. Use precinct planning to see where your target voters live.
3. Cut canvass turf into polygons of about 1,000 households each.
4. Build your survey and nonresponse set. Survey answers lock once people use them, so get the wording right first.
5. Create groups. For get-out-the-vote work, add Exclude voted current cycle under Vote history so you don't contact people who have already voted.

The week before

1. Buy calling pool numbers, about one per volunteer calling at the same time, and texting numbers.
2. Turn on Show nearest voting centers so volunteers can tell people where to vote.
3. Create your activities and add your volunteers or partner organizations to them. Wait for Processing to finish.
4. For textbanks, send yourself a test text and check its segment count.
5. Print the volunteer cheat sheets and share each activity's sign-up link with new volunteers.

During the push

1. Watch activity reports and summaries each day.
2. Approve new volunteers in Team Members as they ask to join.
3. Check the phonebank text replies and textbank conversations for people waiting on an answer.
4. When a pass is finished, reset the activity to start the next pass and try the people you didn't reach.

Afterward

1. Export your contact data and summaries.
2. Deactivate finished activities, and pause or deactivate the campaign.
3. Delete phone numbers you no longer need so their monthly charges stop.

Activity reports

Click insert_chartReport on an activity card or next to an activity in the campaign side menu. The top shows the number of households and residents (and households per square mile for canvasses), plus the activity's contact total. The tabs show:

Activity

What each volunteer did, with totals.

Survey responses

Pick a question to see a chart and a table of how people answered.

Nonresponses

Nonresponse outcomes by volunteer.

Notes

Private notes for the activity's data managers. Type and click Save notes.

Pick a date range to filter every tab, and click downloadExport CSV to download the table you're looking at. Click refresh for the latest numbers.

Correct a response

If a volunteer recorded the wrong answer or outcome, click edit_note Edit survey responses and nonresponses in the report. It's there for activities with a survey or a nonresponse set.

1. Find the entry. Search voters by name, or filter by volunteer, date range, Survey or Nonresponse. tuneMore filters adds question, answer, nonresponse, phone, address, pass, notes and Edited only.
2. Click the entry to open it. Change the answers, or switch it to a nonresponse (or back to a survey response).
3. Click Save. The entry is marked Edited, and historyHistory shows who changed it, when, and what it was before.

Saved changes show in the report when you close the window. Only the response changes: the household's pass and status stay as they were.

Text replies during phonebanks

When a phonebank has texting on, the report has a sms button. It opens every text conversation from that phonebank. Filter to Awaiting reply, read a conversation, and reply from the same number.

Campaign summaries

The insert_chartSummaries menu in campaign management adds up results across activities. Choose how to break them down:

Each summary has three tabs: Survey results (pick a survey), Overview (contacts and attempts), and Non-responses (pick a set). Filter by activity type, date range, and, for data managers, My org or All orgs. Every table can be sorted and exported to CSV.

Demographic Summary

Choose a survey to see who your campaign reached across all organizations: the total universe contacted or attempted, how many gave a survey response, average age, and the share of voters of color. Charts break it down by ethnicity, gender, age, county and vote history. Switch between chart and table views.

District data and your win number

layersDistrict › District Data Summary describes the campaign's district from the voter file. Pick one district or all of them combined.

• Registered voters in the district.
• Projected turnout: the average turnout of the elections you tick in the turnout history table.
• Projected votes: registered voters × projected turnout.
• Win number: half of the projected votes, plus one.
• Party registration as a chart or a table, and turnout history by election.

With several districts, the combined view compares them side by side. Click a row to open that district. Large districts can take a minute the first time. Click refresh to recalculate.

Precinct planning

layersDistrict › Precinct Planning Summary counts how many households and residents of a campaign-wide group live in each precinct, so you can decide where to send people.

1. Under Generate New Group By PrecinctID Table, pick a campaign-wide group. The table is saved for next time.
2. Click Load on a saved table. Sort by precinct, households or residents, and click search to find a precinct on the map.
3. Click layersDisplay on Map to shade the precincts by the group, or downloadExport Table.

Mark a table as Default to use it as the campaign's precinct shading whenever the precinct layer is on.

Export survey and contact data

insert_chartSummaries › Export Raw Contact Data downloads every recorded contact for a survey, one row each.

1. Select a survey.
2. Choose All answers or Notes only, My org or All orgs (data managers), and whether to Include non-responses.
3. Choose the columns to include. Survey answers are always included, one column per question.
4. Click table_viewPreview to check the first rows, then downloadExport CSV.

Notes questions are only available in this export.

Export a group: phone lists and mailers

layersDistrict › Export Raw Group Data downloads the people in one of your groups.

Email & phone list

One row per person who has an email or phone. Choose the columns.

Mailer

One row per household with a mailing name and address (first name, last name, address, city, state, zip). Households with several people become one family line. Not available for Community member list groups.

About Community Lists

Community Lists hold the people your organization knows directly, separate from the voter file: members from your CRM, website sign-ups, spreadsheets, petition signers and people who opted in during an activity. Addresses are geocoded so members show on the map, and members can be matched to the voter file.

On the home page, click contactsCommunity Lists. The side panel shows every way to view your members:

All members

Everyone in your organization's lists.

Uploads

Each list you uploaded. Click edit to rename it.

Activities

People who joined through each activity's opt-ins or petitions.

Tags

Members by tag. Create, edit, bulk-apply and merge tags here. Tags can have values, like a 1–5 score, each with its own color.

Organizer Lists

Members added by each team member.

Data health

Possible duplicates, members with no contact info, invalid numbers, and addresses that couldn't be geocoded.

To reach Community List members in an activity, create a group that targets the Community member list.

Upload a list

1. Under Uploads, click addUpload a list.
2. Drag in a CSV file or click Choose CSV file. The first row must have column headers.
3. Name the upload. Under Tag this upload, pick tags to add to everyone in it.
4. Map each column in your file to an Amplify field, or leave it as Don't import. Fields are voterID, full name, first name, middle name, last name, phone, email, address, address2, city, state, zip, ethnicity, tag and unit. Tags that have values are listed too, as Tag: name.
5. Choose the options:
   • Check voter file matches members against the voter file after the upload.
   • Check duplicates skips people who are already members.
6. Click UPLOAD.

To rename an upload, click edit next to it. To remove it, open the upload and click delete Delete this upload.

Importing tag values

• Map a column to a Tag: name field when each cell holds that person's value, like 3 for a 1–5 tag. Blank cells add nothing.
• The tag column also accepts values, separated by semicolons: Immigrant Justice: 3; Volunteer. This is the same format the member export uses.
• A value the tag doesn't offer is imported as the tag with no value. When you open the upload, a banner lists those values so you can fix the tag or the file.

Find, filter and update members

• Search by name, phone or email.
• Click a summary chip to show only members who are Textable (opted in to texts), Emailable (opted in to email), a Voter match, have No contact info, or have an Invalid #.
• Check members (or Select all) to new_labelAdd tag, label_offRemove tag, downloadExport or deleteDelete them. For a tag with values, Add tag asks which value to give them (or No value). It replaces any value they already had for that tag.
• Click downloadExport CSV to download the list you're viewing.

A member's record

Click a member to edit their name, phone, email, address and tags, including each tag's value. Under Consent, turn Texting and Email on or off; each shows when it was last updated. Consent is set here, on each member, and never with a tag.

The record also shows where they were Added from and when, their voter ID and districts if they matched the voter file, which activities they opted in through, and a timeline of every contact: the activity, pass, date, volunteer, and their answers or outcome.

Tags

Tags label members, like Volunteer, Donor or Spring 2026 event, so you can target them in groups. A tag can also have values, like a 1–5 issue score or Strong, Lean, Undecided. Each member has at most one value per tag.

Create a tag

1. In the Tags panel, click addNew tag.
2. Type the Tag name. If it's already a plain tag, the values you choose are added to it.
3. Under Values, choose one:
   • No values: a plain tag with one color.
   • Number range: every whole number from one number to another, like 1 to 5. Up to 10 values.
   • Words: 2 to 10 words in the order you add them. Use the arrows to reorder, or click a word to rename it.
4. Pick a base color. It fills the values from light to dark. Click a value's dot to give it its own color, or Use scale to go back.
5. Check the Preview and click new_labelCreate tag.

Work with a tag

• See members by value: open a tag with values. A chip for each value shows how many members have it. Click chips to show only those members, and Clear to show everyone.
• Edit a tag: open it and click edit. Rename it, or change its values and colors. Before saving, Amplify shows how many members have a value you're removing (they keep the tag with no value) and how many saved groups will be updated. Renamed values follow members and groups.
• Tag lists: tag every member of the uploads, tags or organizer lists you pick. Members in more than one list are tagged once.
• Merge tags: combine two or more tags under one name. The old tags are removed from members, the tag list and saved groups. The merged tag keeps the values and colors of the first one that has them, and members keep their value if the merged tag offers it.
• Delete a tag: open the tag and click delete. Remove it from all members first.

Clean up duplicates

Open Data health › Possible duplicates. Amplify groups members that look like the same person and shows why: Same phone, Same email, or Same name and address. Compare their details, then:

• mergeMerge: choose the Member to keep. Its details stay, anything it's missing is filled in from the others, and their phones, emails and tags are combined. Their contact history moves to the kept member, and the others are removed. Check the After merging summary, then click Merge members and Confirm merge.
• person_offNot duplicates: they're different people. The group stops showing as a possible duplicate.
• Merge several groups at once: check the groups (or the box at the top for all of them) and click mergeMerge selected. Each group keeps its oldest member.

Administrative Tools

On the home page, click buildAdministrative Tools. A red ! on the button means someone is waiting to join your team, or the Terms of Use need to be accepted.

Manage Campaigns

Create, join and reopen campaigns.

Team Members

Approve requests and set roles.

Twilio Calling Pool / SignalWire Calling Pool

Phone numbers for phone banking (Plus plan). The name shows your organization's calling service.

Texting Numbers

Phone numbers for texting (Plus plan).

Organization Billing

Charges for any period.

Terms Of Use

Review and accept the terms.

Organization settings and logo

Click edit next to your organization's name on the home page. You can change its name, description and contact email, and upload a logo (PNG, JPEG or WebP, up to 2 MB; square images look best). The logo appears on the home page and at the top of every activity.

Your plan, calling service and texting brand ID are shown for reference. Contact Particle 64 to change them.

Deactivate an organization

Under Status, blockDeactivate turns the organization off. Its members can't use it or its campaigns until it's reactivated with check_circleActivate. If you can't reach the setting, contact Particle 64.

Team members and roles

Administrative Tools › Team Members has two tabs.

Approve requests

The Requests tab lists people who asked to join. Click Approve to add them as volunteers, or use the arrow next to it to approve them as administrators. Click Decline to turn them down.

Change roles

On the Members tab, click a member's role to change it, or choose Remove from organization.

• Administrators can manage volunteers: change their role, make them administrators, or remove them. They can't change or remove other administrators or the owner.
• The owner can change any administrator's role and can remove any other member, whatever their role.
• The owner can also swap_horizTransfer ownership to another member. The previous owner becomes an administrator.
• You can't change or remove your own role. That includes the owner, who steps down by transferring ownership. Each organization has one owner, set up by Particle 64.

Terms of Use

The organization's owner accepts the Terms of Use once, for everyone in the organization. Open Administrative Tools › Terms Of Use, read the terms, check I've read and agree, and click Accept. Afterward, the window shows who accepted and when. Other administrators see who needs to accept.

The terms cover how voter data may be used. See Voter data and legal access.

Manage campaigns

Click tuneManage Campaigns on the home page. From here you can:

• Create a new campaign owned by your organization. See Create a campaign.
• Join an existing campaign that another organization runs. See Coalitions.
• See your inactive campaigns, and edit them or open their map.

Create a campaign

1. Details. Name and description.
2. Data managers. Choose the administrators or owners who will manage the campaign's permissions, billing and campaign-wide data. You're included by default.
3. District type and districts. Choose a type, such as County, Full City, City Ward, School District, Assembly, Senate, New Congressional, Board Of Supervisors, Board of Education, Water or Statewide. Then search for and choose one or more districts. Only voters and members inside these districts are part of the campaign.
4. Election type and year. General, Primary, Special, Political Purpose or Nonpolitical Purpose. Choose Nonpolitical Purpose for work that isn't covered by the voter file's permitted uses. Those campaigns can only use Community List groups.
5. Restrict geographic grouping. Choose Yes to stop organizations in the campaign from drawing overlapping polygons, so each one gets its own turf.
6. Calling funded by and Texting funded by. Choose Creator org to pay for every organization's calls or texts in this campaign, or Each org to have each organization pay for its own.

Click Create campaign. It appears on your home page with a campaign ID. Next, open campaign management to add surveys, groups and activities.

Edit, pause or close a campaign

Administrators and owners of the organization that created the campaign can edit it. Data managers from partner organizations can't. Click edit on a campaign card. You can rename it and change its settings:

Sleep mode

Turns off the Phonebank, Canvass, Texting and Petition buttons on the home page without deactivating the campaign. The card shows Paused.

Show nearest voting centers

Volunteers see the closest vote centers and drop-off locations for each household.

Show partisan data

Volunteers see party, segment and ideology score.

Once a campaign has groups, its district and election settings are locked, because changing the district would change who's in them.

blockDeactivate hides the campaign from members. Inactive campaigns are listed in Manage Campaigns, where you can activate them again. An inactive campaign with no groups can be deleted.

Coalitions: share a campaign with other organizations

Several organizations can work on one campaign. Each keeps its own members, groups and turf, and summaries can show what each organization contributed.

Ask to join another organization's campaign

1. Ask the campaign's data manager for its campaign ID. It's on the campaign's card.
2. Go to Manage Campaigns › Join an existing campaign, enter the ID and click sendSend request.
3. The campaign appears on your home page once it's approved.

Campaign permissions

In campaign management, data managers click settingsPermissions:

Requests

Approve or deny organizations that asked to join. A badge shows how many are waiting.

Organizations

Everyone on the campaign. Remove an organization with person_remove. The creator organization can't be removed.

Data managers

Admins and owners of every organization on the campaign. Turn on Data manager for anyone who should manage permissions, billing and campaign-wide data.

When you create an activity, add partner organizations under Users and organizations so their volunteers can work on it.

Phone numbers and carrier registration

Amplify uses two kinds of numbers, and they aren't interchangeable:

• Calling pool numbers place phone bank calls.
• Texting numbers send and receive texts, and belong to a texting operation.

Phone carriers block or label calls and texts from unregistered senders as spam. Before you can call or text, Particle 64 registers your organization: a verified business profile for calling, and a 10DLC campaign (with Campaign Verify for political campaigns) for texting. Each approved texting registration becomes a texting operation in Amplify.

Your website should include this statement in its privacy policy or at the bottom of the home page:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you don't have a website, let us know. We can help.

Calling pool

Each volunteer on a call uses one number from the pool, so buy about one number per volunteer calling at the same time. Open Administrative Tools › Twilio Calling Pool or SignalWire Calling Pool. The menu shows whichever calling service your organization uses. New organizations use SignalWire.

• Buy numbers: enter an area code (and how many, if offered) and click add_callBuy number.
• The list shows each number as Available, In use or Not in pool, with when it was last used and how many calls it made.
• Force hang up, in a number's more_vert menu, returns a number stuck In use to the pool, for example after a volunteer closed their browser mid-call.
• Twilio only: you can buy several numbers at once, check marks confirm each number's carrier registration, and Force hang up all frees every number at once.
• SignalWire only: each number has a Texting operation. It's the texting registration the number belongs to.
• Delete number releases a number you no longer need, and its monthly charge stops.

Texting numbers

Open Administrative Tools › Texting Numbers. Each texting operation is listed with its numbers.

• Open an operation, enter an area code and click addBuy number.
• Each number shows its text authorization status. A new number may take a little while to be authorized by the carriers.
• Use the more_vert menu to delete a number you no longer need.

When you create a textbank, you choose the operation and the number it sends from. If there are no operations yet, contact Particle 64.

Billing

Administrative Tools › monetization_onOrganization Billing shows your organization's charges for This month, Last month or a Custom date range: your subscription, call minutes, text segments and phone numbers, each with its quantity, rate and amount.

Data managers can also open monetization_onBilling in campaign management to see each organization's charges on the campaign, with a campaign total. Each organization's charges cover all of its activity in that period, not only that campaign.

Voter data and legal access

Amplify uses the official California Secretary of State statewide voter file. State law limits how voter registration data may be used. Under the California Code of Regulations, Title 2, Division 7, Article 1, Section 19003, it may be used only for:

• Election purposes, such as communicating with voters about candidates, ballot measures, recalls, initiatives and referendums, surveying voters, and soliciting contributions or services for a campaign.
• Scholarly research related to political or election activities.
• Journalistic purposes related to political or election activities.
• Political communication to influence public opinion on political or election matters.
• Governmental purposes, such as encouraging participation in the U.S. Census.

Every organization that uses the voter file must have legal access from the Secretary of State. Particle 64 drafts the request letter for your organization to send. Your organization's owner also accepts the Terms of Use.

For work outside these purposes, upload your own contacts as Community Lists and use a Nonpolitical Purpose campaign.

Text segments and costs

Texts are billed per segment at $0.04 each:

• Every 140 characters of an outgoing text is one segment. Spaces count.
• An image counts as one segment.
• Every incoming reply counts as a segment.

For example, a 120-character text with an image is two segments ($0.08). A 141-character text with an image is three segments.

Texting best practices

• Only text people who have agreed to hear from you, and record consent with opt-ins.
• Say who you are in the first message, and keep it close to the samples in your carrier registration.
• Honor every request to stop. Record it as Do Not Contact so nobody in the campaign contacts them again.
• Text at reasonable hours in the recipient's time zone.

The wireless industry's CTIA Messaging Principles and Best Practices (PDF) explains the carriers' rules in detail. Following them keeps your texts out of spam filters.

"A newer version of Amplify is available"

Amplify updates often. If your browser saved an older copy, the sign-in window says a newer version is available.

1. Click system_updateLoad latest version. Try it two or three times if needed.
2. If the message keeps coming back, clear your browser's cache for amplifyvote.com and reload:
   • Chrome or Edge (computer): press Ctrl+Shift+Delete (⌘+Shift+Delete on a Mac), choose Cached images and files, and click Clear data.
   • Safari (Mac): Safari › Settings › Privacy › Manage Website Data, find amplifyvote.com and remove it.
   • iPhone or iPad: Settings › Apps › Safari › Advanced › Website Data, find amplifyvote.com and delete it.
   • Android (Chrome): Chrome menu › Settings › Privacy and security › Delete browsing data, choose Cached images and files.
3. If you added Amplify to your home screen, close it completely and open it again.

If you see Couldn't reach the server instead, check your internet connection and click Retry.

Common problems

The home page says "You're signed out"

Your sign-in ended, or you opened Amplify in a new tab. Click loginSign in.

I don't see any campaigns

You may not be in an organization yet, or your request hasn't been approved. Check My Organizations. If you're in several, make sure you're in the right one.

The activity I need isn't listed

You may not have been added to it. Ask your organizer to add you under Users and organizations, or to send you its sign-up link.

The Enter button is grayed out

The activity is still Preparing contacts. Wait a minute and refresh. If it says Processing for more than a few minutes, contact us.

"This activity is no longer active"

An organizer deactivated it. Ask them which activity to use now.

My calls won't connect

Make sure your browser has permission to use the microphone (look for the camera or lock icon in the address bar), and that no other app is using it. If you see All call numbers are in use, wait a moment or ask an administrator to add numbers.

Callers hear choppy or cutting-out audio

Usually a weak internet connection. On the Twilio calling screen Amplify warns when the connection is unstable. Close other tabs and apps that use the internet, move closer to the Wi-Fi router, or plug in a headset.

"Your calling session expired"

Shown on the SignalWire calling screen after a long session. Refresh the page to keep calling.

The canvass map is slow

Very large canvasses take longer to load on phones. Ask your organizer to split the turf into canvasses of about 1,000 households.

My location doesn't show

Turn on Share my location and allow location access when the browser asks. On a phone, also check that location services are on for your browser. Your marker can take up to 30 seconds to appear.

I can't see my teammates on the canvass map

You only see people who are sharing in the same canvass, and only while you're sharing too. Make sure everyone entered the same activity and turned on Share my location. Markers refresh about every 30 seconds.

I can't send texts

The activity needs a texting number. If it says No texting number is assigned, ask an administrator to set one in the activity's texting details.

I can't change a survey answer

Answers that already have responses are locked so past results stay accurate. Add a new answer instead. See Surveys.

My password reset link doesn't work

Links expire after 10 minutes and work once. Request a new one.

Frequently asked questions

Do volunteers need to install anything?

No. Amplify runs in the browser on any phone, tablet or computer. Phone banking also runs in the browser, with no dialer or phone line needed.

Is there a limit on users?

No. Every plan includes unlimited staff and volunteer accounts.

Can volunteers see voters' party?

Only if the campaign turns on Show partisan data.

What's the difference between a household and an individual?

Household groups and activities treat everyone at an address as one stop. Individual ones treat each person separately. Use households for canvassing, and individuals when every person needs their own contact.

Can I undo a Do Not Contact?

Contact us and we'll help. Do Not Contact responses can't be edited in the app.

Can other canvassers see where I am?

Only if you turn on Share my location, and only other canvassers in the same canvass who are sharing too. Stop sharing and your marker is removed.

Who can see my organization's data?

Only members of your organization, based on their role. In a shared campaign, the campaign's data managers can see results from every organization on it. Your Community Lists stay private to your organization.

Glossary

10DLC

The U.S. carrier registration system for texting from regular 10-digit numbers.

Campaign ID

The number on a campaign's card. Other organizations use it to ask to join.

Campaign-wide group

A group every organization in the campaign can use.

Community Lists

Your organization's own contacts, separate from the voter file.

Data manager

A campaign permission for managing permissions, billing and campaign-wide data.

Geocoding

Turning an address into a point on the map.

Impression

A nonresponse that left something behind, like a door hanger.

Pass

One time through an activity's list, shown as 1st pass, 2nd pass and so on. Resetting the activity starts a new pass for people who weren't reached.

Patch-through

Transferring a phone bank call to another number.

Propensity

How often someone votes, based on recent elections: High, Medium, Low or None.

Precinct

A small voting area defined by the county registrar.

Segment

The billing unit for texts: 140 characters, one image, or one incoming reply.

Sleep mode

Pauses a campaign's activity buttons without deactivating it.

Texting operation

An approved texting registration, with its own numbers.

Win number

Half of the projected votes in a district, plus one.

Get help

Support comes straight from the engineers at Particle 64 who build and host Amplify.

• From inside Amplify: click error_outlineCustomer Service in the top bar. Describe what happened, what you expected and the page you were on, and include a phone number if you'd like a call back. We'll reply to the email you sign in with.
• By email: p64@p64.io
• New to Amplify? Request a free demo.