Campaign with Survey
- Login as admin
- Create a Survey Constituents group (all individuals in the DB for example)
- Create a Campaign and select that group
- Create Custom Data group used for Activities -> Survey and add ~2 "questions". One s/b radio, one checkbox.
- Create Profile with the 2 custom fields in it
- Create Survey, select your new activity profile
- Reserve a subset of My Constituents for the 'volunteer' user's contact
- Login as volunteer
- Use "Conduct Survey" to record some results
- Use "Interview Responsents" to record some results (don't record results for all reserved contacts)
- Login is admin and release respondents for "Volunteer" who haven't been recorded
- Use Find Activities to check responses for a few respondents - View Activity for a few, and then Export Activities
NOTE: I don't think we have any report yet to view responses across a survey.
Campaign with Petition
- Login as admin
- Create a Petition (no campaign), select contact profile
- Copy the "Sign Petition" url (so you can access it later)
- Login as volunteer and Sign Petition
- Logout and "Sign Petition" as anonymous
- Log back in as admin and check "Signatures" from Petition dashboard (Once Xavier has committed his stuff, this should take you to Find Activities w/ your petition selected as the Survey in search criteria)
- View and export petition activities
GOTV
- Login as admin
- Create a My Voters group (all individuals in the DB for example)
- Create a Campaign and select that group
- Create "GOTV 2010" survey, select contact profile and your new activity profile
- Reserve a subset of My Voters for the 'volunteer' user's contact (for GOTV 2010 survey) - based on address criteria (to try and model precinct-based reservation)
- Login as volunteer
- Use "Respondent Listing" to record that some folks have voted
- Login as admin and find respondents for "Volunteer" who haven't yet voted (NOTE: not sure how you do this - but I think it's necessary part of this flow??)
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