Build a filter and save it as an audience
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 the builder and name the filter
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.
Drag conditions onto the canvas
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.
Set the logic
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.
Read the live count
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.
Save it, then save it again as an audience
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.
- A filter or audience with 0 conditions matches everyone, so saving one is refused. Add a condition first.
- Saving, editing and deleting a filter or audience need the organiser role. Anyone from door-knocker up can see the list and its live counts.
- Filters inherited from a parent branch show where they came from and can only be edited at the source.
See Cadrify in action
Book a demo and we will walk you through it on a real ward.
Run the rest of the campaign
Import the electoral register
Upload the file, map the columns once, and every future file from the same council imports itself.
Read the guide →
Generate a door-knocking round
Turn a ward boundary into rounds you can print and assign.
Read the guide →
Run a leaflet drop
Reuses the ward's existing rounds, so a drop is ready to assign the moment it is created.
Read the guide →
Build a phonebank
Call lists from your own filters, scripts included, every response fed straight back to the record.
Read the guide →
Run polling day and GOTV
Synced stations, a live telling rota and knock-up lists that correct themselves as the day goes on.
Read the guide →
Produce nomination papers
Enter a candidate once, generate every council form, signatures still wet ink.
Read the guide →
Review and match records
New register rows get scored automatically. Only the unclear ones need a person.
Read the guide →
Import postal, proxy and elector changes
Postal, proxy and elector detail updates, matched on register number, with no mapping and no review queue.
Read the guide →
Digitise a paper marked register
Scan, upload and choose who reads the marks, your volunteers or Cadrify's reader with a human check on the rest.
Read the guide →
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.
Read the guide →
Plan a poster round
Bundle poster and posterboard requests into a round, assign it and watch delivery happen live.
Read the guide →
Run an event
A public sign-up page and a QR check-in screen, with every attendee added to your supporter database.
Read the guide →
Run a fundraiser
A donation page on your own Stripe account. Money goes direct, and Cadrify adds 0.5%.
Read the guide →
Create a petition or action page
Petitions, open letters and forms on a public link, with every response added to your supporter database.
Read the guide →
Set up casework
One representative per area, matched by GSS code, and volunteer access gated behind a data-protection tick.
Read the guide →
Build the EC return
Cadrify assembles the return, your agent signs it, and the download is the Commission's own workbook.
Read the guide →