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Guides

Run a campaign, step by step

Short, practical walkthroughs that follow the campaign as it runs, ward to count.

01

Import the electoral register

Upload the file, map the columns once, and every future file from the same council imports itself.

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02

Generate a door-knocking round

From a ward boundary to a printed, assignable round in a few minutes.

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03

Run a leaflet drop, door to door

Reuses the ward's existing rounds, so a drop is ready to assign the moment it is created.

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04

Build a phonebank from your own data

Call lists from your own filters, scripts included, every response fed straight back to the record.

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05

Run polling day and GOTV

Synced stations, a live telling rota and knock-up lists that correct themselves as the day goes on.

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06

Produce valid nomination papers

Enter a candidate once, generate every council form, signatures still wet ink.

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07

Review and match your imported records

New register rows get scored automatically. Only the genuinely unclear ones ever need a person.

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08

Update postal votes, proxies and elector details

Postal, proxy and elector detail updates in seconds, matched on register number, no mapping and no review queue.

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09

Digitise a paper marked register

Scan, upload and choose who reads the marks, your volunteers for free or Cadrify itself for a processing fee.

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10

Bring in a volunteer with a QR code

A one-time QR code opens one task for one volunteer, no account needed, active in under a minute.

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11

Plan a poster round

Bundle poster and posterboard requests into a round, assign it and watch delivery happen live.

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12

Run an event, from sign-up to check-in

A public sign-up page and a QR check-in screen, with every attendee added to your supporter database.

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13

Run a fundraiser, money direct to your account

A donation page on your own Stripe account. Money goes direct, and Cadrify adds 0.5%.

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14

Create a petition, open letter or form

Petitions, open letters and forms on a public link, live in minutes, every response added to your supporter database.

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15

Set up casework for your representatives

One representative per area, matched by GSS code, and volunteer access gated behind a data-protection tick.

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16

Build the Electoral Commission spending return

Cadrify assembles the return, your agent signs it, and the download is the Commission's own workbook.

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17

Build a filter and save it as an audience

Drag and drop a condition tree once, check the count, then save it as a filter or a reusable audience.

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Ask for a walkthrough

We will walk you through any of these on a call if you would rather talk it through first.