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Set Up Public Tunnel
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Content Creation
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Volunteer Canvassing
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<article class="md-content__inner md-typeset">
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<h1 id="user-guides">User Guides<a class="headerlink" href="#user-guides" title="Permanent link">&para;</a></h1>
<p>This section provides step-by-step guides for different user roles and common tasks. Each guide is tailored to specific workflows and responsibilities.</p>
<h2 id="role-based-guides">Role-Based Guides<a class="headerlink" href="#role-based-guides" title="Permanent link">&para;</a></h2>
<h3 id="admin-guide"><a href="admin-guide/">Admin Guide</a><a class="headerlink" href="#admin-guide" title="Permanent link">&para;</a></h3>
<p>For system administrators and site managers:</p>
<ul>
<li>Initial setup and configuration</li>
<li>User management</li>
<li>Site settings</li>
<li>Service integration</li>
<li>Monitoring and maintenance</li>
<li>Security best practices</li>
</ul>
<p><strong>Target Audience:</strong> SUPER_ADMIN role</p>
<h3 id="campaign-manager-guide"><a href="campaign-manager-guide/">Campaign Manager Guide</a><a class="headerlink" href="#campaign-manager-guide" title="Permanent link">&para;</a></h3>
<p>For advocacy campaign coordinators:</p>
<ul>
<li>Creating campaigns</li>
<li>Managing representatives</li>
<li>Email template design</li>
<li>Response moderation</li>
<li>Campaign analytics</li>
<li>Email queue monitoring</li>
</ul>
<p><strong>Target Audience:</strong> INFLUENCE_ADMIN role</p>
<h3 id="map-organizer-guide"><a href="map-organizer-guide/">Map Organizer Guide</a><a class="headerlink" href="#map-organizer-guide" title="Permanent link">&para;</a></h3>
<p>For field organizing coordinators:</p>
<ul>
<li>Location management</li>
<li>Importing data (CSV, NAR)</li>
<li>Creating geographic cuts</li>
<li>Scheduling volunteer shifts</li>
<li>Monitoring canvassing progress</li>
<li>Printing walk sheets</li>
</ul>
<p><strong>Target Audience:</strong> MAP_ADMIN role</p>
<h3 id="volunteer-guide"><a href="volunteer-guide/">Volunteer Guide</a><a class="headerlink" href="#volunteer-guide" title="Permanent link">&para;</a></h3>
<p>For field canvassers:</p>
<ul>
<li>Viewing shift assignments</li>
<li>Starting canvass session</li>
<li>Using GPS map</li>
<li>Recording visit outcomes</li>
<li>Tracking personal activity</li>
<li>Best practices for canvassing</li>
</ul>
<p><strong>Target Audience:</strong> USER role</p>
<h3 id="content-editor-guide"><a href="content-editor-guide/">Content Editor Guide</a><a class="headerlink" href="#content-editor-guide" title="Permanent link">&para;</a></h3>
<p>For content creators:</p>
<ul>
<li>Creating landing pages</li>
<li>Using GrapesJS editor</li>
<li>Email template creation</li>
<li>Managing media library</li>
<li>Publishing content</li>
<li>SEO best practices</li>
</ul>
<p><strong>Target Audience:</strong> SUPER_ADMIN role</p>
<h2 id="common-tasks">Common Tasks<a class="headerlink" href="#common-tasks" title="Permanent link">&para;</a></h2>
<h3 id="getting-started">Getting Started<a class="headerlink" href="#getting-started" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>First Login</strong></li>
<li>Navigate to http://your-domain.com or http://localhost:3000</li>
<li>Login with credentials</li>
<li>Change default password</li>
<li>
<p>Explore dashboard</p>
</li>
<li>
<p><strong>User Role Redirection</strong></p>
</li>
<li><strong>Admin roles</strong> → <code>/app/dashboard</code></li>
<li><strong>User/volunteer roles</strong> → <code>/volunteer/dashboard</code></li>
</ol>
<h3 id="campaign-workflow">Campaign Workflow<a class="headerlink" href="#campaign-workflow" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>Create Campaign</strong></li>
<li>Navigate to <code>/app/influence/campaigns</code></li>
<li>Click "New Campaign"</li>
<li>Fill in details</li>
<li>
<p>Save campaign</p>
</li>
<li>
<p><strong>Design Email Template</strong></p>
</li>
<li>Set email subject</li>
<li>Write email body</li>
<li>Use variable placeholders</li>
<li>
<p>Preview template</p>
</li>
<li>
<p><strong>Launch Campaign</strong></p>
</li>
<li>Set to published</li>
<li>Share public URL</li>
<li>Monitor responses</li>
</ol>
<h3 id="location-workflow">Location Workflow<a class="headerlink" href="#location-workflow" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>Import Locations</strong></li>
<li>Prepare CSV file</li>
<li>Navigate to <code>/app/map/locations</code></li>
<li>Click "Import CSV"</li>
<li>Map columns</li>
<li>
<p>Import data</p>
</li>
<li>
<p><strong>Geocode Addresses</strong></p>
</li>
<li>Select ungeocode locations</li>
<li>Click "Geocode Selected"</li>
<li>Monitor progress</li>
<li>
<p>Review quality metrics</p>
</li>
<li>
<p><strong>Create Geographic Cuts</strong></p>
</li>
<li>Navigate to <code>/app/map/cuts</code></li>
<li>Click "Draw on Map"</li>
<li>Draw polygon</li>
<li>Save cut</li>
<li>Assign locations</li>
</ol>
<h3 id="volunteer-canvassing-workflow">Volunteer Canvassing Workflow<a class="headerlink" href="#volunteer-canvassing-workflow" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>View Assignments</strong></li>
<li>Login as volunteer</li>
<li>Navigate to <code>/volunteer/assignments</code></li>
<li>
<p>View upcoming shifts</p>
</li>
<li>
<p><strong>Start Canvassing</strong></p>
</li>
<li>Click "Start Canvass"</li>
<li>Grant GPS permissions</li>
<li>Follow walking route</li>
<li>
<p>Visit locations</p>
</li>
<li>
<p><strong>Record Visits</strong></p>
</li>
<li>Click location marker</li>
<li>Select outcome</li>
<li>Add notes</li>
<li>
<p>Submit</p>
</li>
<li>
<p><strong>End Session</strong></p>
</li>
<li>Click "End Session"</li>
<li>Review statistics</li>
<li>View in activity history</li>
</ol>
<h2 id="task-guides">Task Guides<a class="headerlink" href="#task-guides" title="Permanent link">&para;</a></h2>
<h3 id="import-canadian-electoral-data-nar">Import Canadian Electoral Data (NAR)<a class="headerlink" href="#import-canadian-electoral-data-nar" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>Prepare Data</strong></li>
<li>Download NAR 2025 data</li>
<li>Place in <code>/data</code> directory</li>
<li>
<p>Ensure Address + Location files present</p>
</li>
<li>
<p><strong>Import via Admin</strong></p>
</li>
<li>Navigate to <code>/app/map/locations</code></li>
<li>Click "Import NAR"</li>
<li>Select province</li>
<li>Apply filters</li>
<li>
<p>Start import</p>
</li>
<li>
<p><strong>Review Import</strong></p>
</li>
<li>Check location count</li>
<li>Verify geocoding</li>
<li>Review quality dashboard</li>
</ol>
<h3 id="set-up-public-campaign-page">Set Up Public Campaign Page<a class="headerlink" href="#set-up-public-campaign-page" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>Create Campaign</strong></li>
<li>Configure targeting (federal/provincial)</li>
<li>Write email template</li>
<li>
<p>Set to published</p>
</li>
<li>
<p><strong>Share URL</strong></p>
</li>
<li>Copy public URL: <code>/campaigns/:id</code></li>
<li>Share on social media</li>
<li>
<p>Embed in website</p>
</li>
<li>
<p><strong>Monitor Engagement</strong></p>
</li>
<li>View email statistics</li>
<li>Moderate responses</li>
<li>Check response wall</li>
</ol>
<h3 id="configure-newsletter-sync">Configure Newsletter Sync<a class="headerlink" href="#configure-newsletter-sync" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>Enable Listmonk</strong></li>
<li>Set <code>LISTMONK_SYNC_ENABLED=true</code></li>
<li>Configure API credentials</li>
<li>
<p>Restart services</p>
</li>
<li>
<p><strong>Initialize Sync</strong></p>
</li>
<li>Navigate to <code>/app/services/listmonk</code></li>
<li>Click "Test Connection"</li>
<li>
<p>Click "Sync Participants"</p>
</li>
<li>
<p><strong>Manage Lists</strong></p>
</li>
<li>View list statistics</li>
<li>Configure sync settings</li>
<li>Monitor sync status</li>
</ol>
<h3 id="set-up-public-tunnel">Set Up Public Tunnel<a class="headerlink" href="#set-up-public-tunnel" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>Create Pangolin Account</strong></li>
<li>Sign up at pangolin.bnkserve.org</li>
<li>
<p>Generate API key</p>
</li>
<li>
<p><strong>Configure Tunnel</strong></p>
</li>
<li>Navigate to <code>/app/services/pangolin</code></li>
<li>Enter API key</li>
<li>Follow setup wizard</li>
<li>
<p>Deploy Newt container</p>
</li>
<li>
<p><strong>Test Public Access</strong></p>
</li>
<li>Visit public URL</li>
<li>Verify subdomain routing</li>
<li>Check SSL/TLS</li>
</ol>
<h3 id="create-landing-page">Create Landing Page<a class="headerlink" href="#create-landing-page" title="Permanent link">&para;</a></h3>
<ol>
<li><strong>Start New Page</strong></li>
<li>Navigate to <code>/app/pages</code></li>
<li>Click "New Page"</li>
<li>
<p>Enter title and slug</p>
</li>
<li>
<p><strong>Design Page</strong></p>
</li>
<li>Click "Edit"</li>
<li>Use GrapesJS editor</li>
<li>Drag blocks</li>
<li>Customize content</li>
<li>
<p>Save (Ctrl+S)</p>
</li>
<li>
<p><strong>Publish</strong></p>
</li>
<li>Set to published</li>
<li>View at <code>/p/:slug</code></li>
<li>Share URL</li>
</ol>
<h2 id="best-practices">Best Practices<a class="headerlink" href="#best-practices" title="Permanent link">&para;</a></h2>
<h3 id="campaign-management">Campaign Management<a class="headerlink" href="#campaign-management" title="Permanent link">&para;</a></h3>
<ul>
<li>Use clear, action-oriented language</li>
<li>Test email templates before launch</li>
<li>Monitor response rates</li>
<li>Moderate responses promptly</li>
<li>Follow up with engaged supporters</li>
</ul>
<h3 id="field-organizing">Field Organizing<a class="headerlink" href="#field-organizing" title="Permanent link">&para;</a></h3>
<ul>
<li>Clean location data before import</li>
<li>Create manageable cut sizes (100-200 locations)</li>
<li>Assign volunteers to familiar areas</li>
<li>Print walk sheets in advance</li>
<li>Review canvass progress daily</li>
</ul>
<h3 id="content-creation">Content Creation<a class="headerlink" href="#content-creation" title="Permanent link">&para;</a></h3>
<ul>
<li>Write mobile-responsive pages</li>
<li>Use SEO-friendly titles and descriptions</li>
<li>Test pages on multiple devices</li>
<li>Keep content concise</li>
<li>Include clear calls-to-action</li>
</ul>
<h3 id="system-administration">System Administration<a class="headerlink" href="#system-administration" title="Permanent link">&para;</a></h3>
<ul>
<li>Change default passwords immediately</li>
<li>Enable monitoring stack</li>
<li>Set up automated backups</li>
<li>Review security audit findings</li>
<li>Keep services updated</li>
</ul>
<h2 id="mobile-usage">Mobile Usage<a class="headerlink" href="#mobile-usage" title="Permanent link">&para;</a></h2>
<h3 id="volunteer-canvassing">Volunteer Canvassing<a class="headerlink" href="#volunteer-canvassing" title="Permanent link">&para;</a></h3>
<p>Best on mobile devices:</p>
<ul>
<li>Full-screen map</li>
<li>GPS tracking</li>
<li>Touch-friendly controls</li>
<li>Offline support (future)</li>
</ul>
<h3 id="admin-tasks">Admin Tasks<a class="headerlink" href="#admin-tasks" title="Permanent link">&para;</a></h3>
<p>Best on desktop:</p>
<ul>
<li>Content editing (GrapesJS, email templates)</li>
<li>Data import/export</li>
<li>Configuration</li>
<li>Monitoring dashboards</li>
</ul>
<h2 id="keyboard-shortcuts">Keyboard Shortcuts<a class="headerlink" href="#keyboard-shortcuts" title="Permanent link">&para;</a></h2>
<h3 id="page-editor">Page Editor<a class="headerlink" href="#page-editor" title="Permanent link">&para;</a></h3>
<ul>
<li><strong>Ctrl+S</strong> - Save page</li>
<li><strong>Ctrl+Z</strong> - Undo</li>
<li><strong>Ctrl+Y</strong> - Redo</li>
</ul>
<h3 id="general">General<a class="headerlink" href="#general" title="Permanent link">&para;</a></h3>
<ul>
<li><strong>/</strong> - Focus search (tables)</li>
<li><strong>Esc</strong> - Close modal/drawer</li>
</ul>
<h2 id="related-documentation">Related Documentation<a class="headerlink" href="#related-documentation" title="Permanent link">&para;</a></h2>
<ul>
<li><a href="admin-guide/">Admin Guide</a></li>
<li><a href="campaign-manager-guide/">Campaign Manager Guide</a></li>
<li><a href="map-organizer-guide/">Map Organizer Guide</a></li>
<li><a href="volunteer-guide/">Volunteer Guide</a></li>
<li><a href="content-editor-guide/">Content Editor Guide</a></li>
<li><a href="../features/">Features Overview</a></li>
<li><a href="../troubleshooting/">Troubleshooting</a></li>
</ul>
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