Getting Started with OrganiseBen Soffa | Lily Seddon-Cox

Session aims

• Get you comfortable on the system

• Answer your questions

Organise

Organise is everything you need to fully engage with members and supporters in your area.

It is an in-house Labour Party platform that offers you the chance to communicate effectively and mobilise support in your area to radically effect change.

What does Organise do?

• Membership and supporter database

• Track and build up useful information about members

• Email tool

• Creating events

By the end of this section, you should be able to…

• Get a list of all your members

• View and understand a person’s record

• Select an audience and send an email

Quick Searches and Email

Quick Search

• Easy way to get an up-to-date membership list

• Information is live

• Engage with a specific set of volunteers

• Tailored Audiences within one click

Emails

• Easy to build great looking emails

• Easily segment your audiences so the right information goes to the right people

• Choose from different templates, or write your own text, and add images and videos, events or buttons

• Clone emails and use templates to speed up the process

Remember…

• Always double check your audience numbers looks right before sending

• It’s a good idea to send a sample to yourself to check everything looks right

Task

• Use the Quick Search to get a list of all your doorknockers

• Send an email to those people

By the end of this section, you should be able to…

• Use the Actions tab to clone and edit an email

• Send this email to a different group of members

Cloning an email and sending it

Managing your emails

• Organise lets you clone existing emails so you don’t need to build the same email every week

• Archive emails if you don’t need them to appear in your search results

• View email stats to track who has opened your email

• Edit an email once you’ve scheduled it to send

Remember…

• Make sure to amend the small details

• Double check audience is correct

• Schedule emails for best Open rates

Task

• Cloning emails and editing them

• Send this email to a different audience

Creating an event and managing RSVPs

By the end of this section, you should be able to…

• Create and advertise events

• Email a list of RSVPs

• Understand the journey events go through to being live

Events on Organise

• Create events in Organise, advertise publicly

• Create a range of events

• Display RSVPs

• Add tag to member records

• Links to other parts of Organise

Benefits

• Interaction between events and people

• Ability to contact attendees

• Copy Events

• Easier to approve an event

• Leads and Campaign Centres

Remember…

• Events need a valid location to show in your table

• Don’t create duplicates

• Use the correct event type

• Events are all totally public

Task

• Create a door knocking session at SW16 6HX

• Go to Events tab and make sure it is approved

• Managing RSVPs

Getting help

• Become more familiar with Organise

• Don’t be afraid to ask

• Correspondence

• Ben, Josh, Lily

• labour.org.uk/organise-user-guide

Any Questions?

• User guide

• organise@labour.org.uk

• 0345 092 2299 (option 3)

Organise support and feedback

Useful contacts and sites to visitTraining Team - training@labour.org.uk | labour.org.uk/training | achieve.labour.org.uk

Labour Party Fundraising and Development Team - development@labour.org.uk

Legal Hotline - legal_queries@labour.org.uk |020 77831498

Telephone: 0345 092 22 99

Option 3 | Campaign Technology | campaigntechnology@labour.org.ukMonday – Friday 9:30am – 6:00pm

Option 3, Option 2 | The Organise Team | organise@labour.org.uk Monday – Friday, 10am – 4pm

Option 5 | Labour Membership | labourmembership@labour.org.uk Monday – Thursday 9am–5pm, Friday 9am–4:30pm