A filter is a saved condition tree over the register. Define it once with drag and drop and every surface that targets electors reads the same definition, so a round, a dashboard and a CSV export never disagree about who is in it.
Open a ward and select Filters, or open the branch Filters page to build one every ward under it inherits. Select New filter, give it a name, and add an optional description that shows under the name in the saved list.
The field palette on the left groups everything under Canvass, Voting history, Demographics and Contact, with anything left over collected under Other. Drag a field on, or select it to append it, then set the operator and values. Choice fields offer is one of and is NOT one of. Doorstep flags offer any of and none of.
The bar above the rows sets ALL (AND) or ANY (OR) for the group. Select Add sub-group for nested logic, and a sub-group also offers NONE (NOT), so excluding a condition needs no separate step.
The count on the right updates as you edit: electors matched, households, and the canvassed share once there are matches. Select Calculate to force a recount. Preview, Columns and Export tabs below it let you page through the actual matches before you commit to anything.
Select Save filter, or Save as new to keep the original and store a copy. Open Audiences to turn the same condition tree into a named, reusable audience with a Channel setting, Doorstep for electors, or Phone and Email for contacts, that strips out anyone the rules say you must not reach before the count is shown.
Book a demo and we will walk you through it on a real ward.
Upload the file, map the columns once, and every future file from the same council imports itself.
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From a ward boundary to a printed, assignable round in a few minutes.
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Reuses the ward's existing rounds, so a drop is ready to assign the moment it is created.
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Call lists from your own filters, scripts included, every response fed straight back to the record.
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Synced stations, a live telling rota and knock-up lists that correct themselves as the day goes on.
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Enter a candidate once, generate every council form, signatures still wet ink.
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New register rows get scored automatically. Only the genuinely unclear ones ever need a person.
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Postal, proxy and elector detail updates in seconds, matched on register number, no mapping and no review queue.
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Scan, upload and choose who reads the marks, your volunteers for free or Cadrify itself for a processing fee.
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A one-time QR code opens one task for one volunteer, no account needed, active in under a minute.
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Bundle poster and posterboard requests into a round, assign it and watch delivery happen live.
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A public sign-up page and a QR check-in screen, with every attendee added to your supporter database.
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A donation page on your own Stripe account. Money goes direct, and Cadrify adds 0.5%.
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Petitions, open letters and forms on a public link, live in minutes, every response added to your supporter database.
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One representative per area, matched by GSS code, and volunteer access gated behind a data-protection tick.
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Cadrify assembles the return, your agent signs it, and the download is the Commission's own workbook.
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