Resources

A clearer next step for your team.

Practical starting points for the workflows you can explore in BlueRoots.

Try the interactive demo

Practical guides you can use

A reusable software-evaluation checklist

Turn a requirements conversation into a small, repeatable test with explicit evidence and unresolved questions.

Read the checklist

A data-handoff checklist for changing coordinators

Preserve ownership, source context and unresolved issues when administrative records move between people or systems.

Read the checklist

Field record templates for canvassing and calls

Blank record structures for door conversations and phone calls, so a team can compare what each tool actually captures before choosing one.

Read the checklist

Federal recordkeeping glossary

Twenty attributed FEC terms with practical notes for interpreting software records. Not legal advice or a local filing guide.

Explore the glossary

These are administrative evaluation aids. The demo cannot invite users, import real records, send messages or submit filings. Read the operational software articles.

Start with the essentials.

Open a guide and walk through a simple campaign workflow.

Set up your campaign workspace

Start with your campaign overview and confirm your basic campaign details.
Identify team members and responsibilities. Confirm invitations and permissions in a verified live system.
Review your fundraising goals and prepare the contact lists your team will use.
Use the dashboard to check progress and decide what needs attention next.

Explore related sample workflows

Prepare for a field shift

Organize your voter file and select the neighborhood your team will cover.
Prepare walk lists and assign turfs to the available volunteers.
Confirm the briefing time, meeting point, and team resources.
Review contact logs and field performance after the shift.

Explore related sample workflows

Take an email from draft to review

Open Email Queue and create a draft with a clear subject and message.
Review links, dates, and the details your team needs.
Move the draft into review so the right people can check it.
Confirm approved content and delivery setup in your chosen live system. The website demo never schedules or sends.

Explore related sample workflows

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Practical guides you can use

A reusable software-evaluation checklist

Turn a requirements conversation into a small, repeatable test with explicit evidence and unresolved questions.

Read the checklist

A data-handoff checklist for changing coordinators

Preserve ownership, source context and unresolved issues when administrative records move between people or systems.

Read the checklist

Field record templates for canvassing and calls

Blank record structures for door conversations and phone calls, so a team can compare what each tool actually captures before choosing one.

Read the checklist

Federal recordkeeping glossary

Twenty attributed FEC terms with practical notes for interpreting software records. Not legal advice or a local filing guide.

Explore the glossary

These are administrative evaluation aids. The demo cannot invite users, import real records, send messages or submit filings. Read the operational software articles.

Start with the essentials.

Open a guide and walk through a simple campaign workflow.

Set up your campaign workspace

Start with your campaign overview and confirm your basic campaign details.
Identify team members and responsibilities. Confirm invitations and permissions in a verified live system.
Review your fundraising goals and prepare the contact lists your team will use.
Use the dashboard to check progress and decide what needs attention next.

Explore related sample workflows

Prepare for a field shift

Organize your voter file and select the neighborhood your team will cover.
Prepare walk lists and assign turfs to the available volunteers.
Confirm the briefing time, meeting point, and team resources.
Review contact logs and field performance after the shift.

Explore related sample workflows

Take an email from draft to review

Open Email Queue and create a draft with a clear subject and message.
Review links, dates, and the details your team needs.
Move the draft into review so the right people can check it.
Confirm approved content and delivery setup in your chosen live system. The website demo never schedules or sends.

Explore related sample workflows