Voter Management

Building and maintaining an accurate voter database is the foundation of every Netasampark workflow. Use these guides to capture high-quality constituent information and keep it actionable.

Add Voter

1. Navigate to Voters → Add Voter.
2. Enter core identifiers such as name, primary mobile number, and constituency.
3. Attach optional metadata (email, booth, party affiliation, notes) to improve segmentation later.
4. Click Save Voter. The record becomes immediately available to messaging, campaign, and analytics modules.

Tip: Configure required custom fields in the admin panel to enforce data consistency across teams.

Import Voters

1. Prepare a CSV using the downloadable template (Voters → Import → Download Template).
2. Populate rows with voter attributes. Ensure phone numbers include the correct country code.
3. Upload the CSV, map columns to Netasampark fields, and review the preview table.
4. Confirm the import. Errors are surfaced inline so you can fix and re-upload quickly.

Search & Filter

Use the search bar for instant lookups by name, phone, EPIC, or tag. Advanced filters let you combine:

• Constituency, booth, or ward
• Engagement status and last interaction
• Custom fields, tags, and labels
• Campaign membership or survey responses

Save frequently used filter sets as dynamic segments.

Create Segments

Segments are reusable smart lists. To create one:

1. Apply the desired filters in Voters → All Voters.
2. Click Save as Segment and provide a name.
3. (Optional) Share the segment with teammates or lock it for admins only.

Segments power message targeting, campaign enrollment, reports, and dashboards.

Tags & Notes

• Tags: Quick labels (e.g., supporter, booth-agent, priority). Add from the voter profile or bulk-edit modal.
• Notes: Structured timeline entries where staff can log meetings, commitments, and follow-up actions. Notes include author, timestamp, and attachments.

Consistently tagging and documenting touchpoints keeps teams aligned and enables precise analytics.