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by: johne

07/01/09 @ 03:16:08 PM MDT


(I'm going on Mario's show at 4:40 today to talk about this. - promoted by johne)

The tools used to manage a campaign are rarely discussed.  But it's something that piqued my interest since I started playing with mapping points for canvassing for Aaron's run for the HD3 vacancy.  Since then I've been working with a couple house district campaigns to help figure out what's the best way to go to meet all the various needs for the least cost.  I've dug into a number of the different available packages out there, and nothing really seems perfect. The requirements for state house or senate race are quite different compared to a congressional campaign or for a presidential run.  Mainly that comes down to money.  The max donation for a state leg. races is $400.  These aren't campaigns that can afford expensive software no matter how good it is.  

The most basic stuff seems to have a database for volunteer management, the capability to send bulk emails, and some sort of website integration.  One package in that category is called DLCCweb offered by Wired for Change.  It's meant to do the very basic stuff for a very low price.  For people who don't know html from a hole in the ground, I suppose it's an okay option, but I found what it allowed you to do in terms of customization of a candidate website was very lacking.  In trying to set up some of it's functionality I also found the documentation confusing and contradictory.  They do offer integration with donations through ActBlue, but only for the restricted web site.  And, there's no capability to automate campaign finance filing.

johne :: Campaign management software sux
In case you're wondering, Act Blue is able to work with state and local candidates in Colorado now because of me.  The SquareState Small Donor Committee paved the way to get Act Blue able to work with our crazy campaign finance laws.  Basically, they had to modify how donations were processed to do it legally.  We were the first ones to get that to happen (thanks to a whole bunch of other people who helped make that happen).  And now, it's a piece of cake for the rest of you.  There are other options out there for credit card processing of campaign donations, but for most the costs are higher.

NGP is another all in one option, but their costs are higher.  I'm going to without hold judgment on them since I haven't been able to play with their software yet.  Supposedly they offer automated campaign finance filing, donor and volunteer database, and bulk emails.  An extra package gets you event handling, credit card processing, and online volunteer signup that stuffs the info your database.  

Another option is called Trailblazer which automates filing, does email, but is a whole lot more expensive.

Despite all this you still need access to the voter file or VAN.  The state party makes this very easy for democrats.  The cost is $250 for a campaign cycle.  You absolutely need this tool anyway for voter targeting, canvassing, etc.  It includes a volunteer database which I'm told can be used to track donors as well.  New for this year is the ability to take volunteer signups from your website.  I got this working the other day on a test site I'm building, and it's pretty slick.  Other than my development time the cost is zero since any campaign already has to have VAN.

What's the best solution?  Let's look at the costs.

vol signupbulk emaildbdonate$ disc.montly cost
DLCCwebnoyesyesnono$40
NGP campaign officenoyesyesnoyes$100-200
NGP CO + Contributionyesyesyesyesyes$170-300
Trailblazer?yesyesnoyes$125
VANyesnoyesno no$10
Act Blueyesno$10
own email?yes??~$25

Most of the description are self explanatory: online volunteer signup, bulk email capability, volunteer and donor database management, online donations, CO campaign finance disclosure reporting, and the estimated monthly costs.  In the last few rows I left out some answers where they aren't applicable, or question marks where this could be an option but I either don't know, or it depends on who you go with.  Finally, except for DLCCweb that offers a very limited website, you're still going to need a website, the costs with developing that and then the costs to buy the URL and the few bucks a month to host it.

Finally, it looks like NGP is getting sued by a competitor for lying about not working with republicans.

So, I'm leaning toward the roll your own strategy since VAN does a lot, and you need it anyway.  Sure you have to manage filing by oneself, but that's what a finance chair is for anyway.  In that camp, either you're paying for software to do it, or a volunteer does it.  The latter is free.  Everything isn't rolled up into a nice tight package with this solution.  You'll need to import and export email lists, and spreadsheets of donations, but that little bit of labor seems like it's worth it compared to the extra costs of software.

Does anyone out there use something else they really like?

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Or (0.00 / 0)
Does someone want to pay me to write something better for all those small local races?  Heck, I'm already part of the way there.

I'm guessing (0.00 / 0)
What federal campaigns use is much better, but they can afford more sophisticated stuff.

Federal campaigns use everything (0.00 / 0)
Generally NGP for compliance, occasionally for donation pages. Senate campaigns still file on paper. House campaigns file electronically.

For field it's the VAN

For E-mail/web site it's Blue State Digital (MyBO, Mark Udall) or one of their competitors (Convio, Liberty Concepts, etc.)

We're talking $3,000-$5,000 per month for everything.


holy schnikies (0.00 / 0)
that's a lot of money

[ Parent ]
Blast Emails and the VAN (4.00 / 1)
There's a company out of Boulder called Customer Paradigm that has a good mass email system that I've used before. It's $50-$100 a month, depending on how many emails you want to send.

VAN's good, the only beef I've got with them is how often their voter database is updated. I changed my party affiliation in November of 2007, and it didn't show up in the VAN until May of 2008. The speed of the updates accelerated as the general approached, but during the summer (ie, primaries), I ended up building my own database with files purchased direct from the counties in question.

7 month turnaround = lame.


hmmm (0.00 / 0)
what did it cost to purchase the data?

The $25 number I used is from a company I'm familiar with based in Chicago.  That's for up to 40,000 emails/month which seems very reasonable for a house race.  


[ Parent ]
County Voter Files (0.00 / 0)
The cost of the files varied by county. The bigger ones were $40-50 per dump, the smaller ones were cheaper.

We ultimately ended up setting up arrangements with most of the clerks offices so that they would just email them to me every couple of days. I don't recall the exact dollar amount, but it was around a couple hundred per county to get that level of service.

Pricey compared to VAN access, but in comparing my database with the VAN's, by August there were around 4000 voters that we knew about that our opponents didn't.

It can be kind of hassle to do, because every file is in a different format, but I wrote some code to (mostly) automate the import process.  


[ Parent ]
That's not the VAN's issue (0.00 / 0)
Its how often the state party uploads the Secretary of State master file. They generally do not do county files except in the months before an election because it's expensive and a lot of work for not a lot of benefit. And until last year some counties were not even computerized, let alone in a position to transmit data to the parties and candidates.

Of course the SOS file is now the master file because of SCORE, and it's no longer just issued quarterly, so things happen a lot faster nowadays.


[ Parent ]
One other thing about the VAN (0.00 / 0)
Another really cool VAN feature is that you can integrate it with Palm Pilots. Just build a walk list, plug in the Palm to the computer, and hit Synch. Canvassers enter their results into the Palm as they go door-to-door, and then you just resynch it when they're done.

Saves HOURS of data entry each data for a big enough organization.


I don't know (0.00 / 0)
that seems very 1990.  Then again, I'm sure used palm pilots are cheap these days.

[ Parent ]
It's a must for paid canvassers (4.00 / 1)
Otherwise they go out, sit scribble random answers on walk sheets, and smoke pot. Seriously.

With the palms you actually have a timestamp of when the answers were recorded and you can do a sanity check. If it's not reasonable, you can reject the data and fire the canvasser.

Ask ACORN about paid canvassers sometime and you'll see what I mean. :-)


[ Parent ]
right tools for the right race (0.00 / 0)
Credible federal races (and governor races) can afford programs like NGP, Aristotle, or Patton that have an easy to use interface, include financial filing software, and email blast systems.  Yes they can be expensive, but of course you have to spend money to make money.

The ability to quickly target and contact thousands of supporters should yield more than enough money to make these programs worthwhile.  Ability to track who and how many people click on what link, have your donor data synch to VAN for their full info, and otherwise organize your data quickly for maximum impact is worthwhile.

Of course there is the law of diminishing returns -- no matter how good your system, you can only get so much money out of your list.  So you need to carefully balance your needs and realistically look at how good your data is that you want your system to manage.  First you have to get good data...

I know this conversation started regarding state house/senate races which have very strict fundraising rules and don't raise anything close to the sums of money that federal races deal with.

In those cases, it's pretty simple to get a website that has email blast capability and store your info on the back end of your site.  Most sites offer tiered blast systems, so again you only pay for the level of contact you need/use.

When you're only talking about a limited number of donors, you can just do the filings manually.

VAN is of course a must for any democratic candidate anywhere, but as was stated that is pretty cheap.

As with any race, skilled volunteers can be a lifesaver.  This is especially true in local races.  An IT professional who can help you choose a website host company with an easy interface can save you thousands vs. consultants that want to sell you all the bells and whistles.


I really like Salsa (0.00 / 0)
which is Wired for Change's back-end data management software. It's very easy to use, and with the level of functionality you get, you can't beat the monthly price. That said, johne is right that the rigidity of the front-end web design is really annoying. The skin choices are extremely limited and clunky, and you can't do much to integrate other features into it. But for a state-level race, you pretty much just need a basic web presence to drive contributors to and a volunteer sign up form.

BTW - if you are looking for a CO-based web-designer with very reasonable rates for campaign/non-profit sites, check out Geeks for Change. Good people.  


Give NGP a try (0.00 / 0)
Thanks for the mention.  We at NGP saw the problem of what state leg races can afford a couple of years ago, and created a version priced specifically for the state leg market.  Give us a call and we'll be happy to demo it for you, http://www.ngpsoftware.com/demo

For the record, NGP has never worked with Republicans, and the Aristotle lawsuit is a bogus attempt to manufacture a controversy after years of losing clients to us (one of a number of lawsuits they've brought against competitors and even several of their own former employees).  You can read a letter we wrote some time ago at  http://www.askngp.com

Good luck


Is (0.00 / 0)
Capitol Advantage a reseller of your software?

[ Parent ]
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