How to make your VAN list into a group.

Once you have imported a list of contacts from VAN, you can create a group in ThruText with your list. 

Step 1 - Getting Started  

Navigate to the External Contact List page in the Account Tools drop-down of the admin console.

Locate the list you would like to use and click "Create Group" to build your ThruText group. This will bring you to the group creation wizard, where you will name your group and map your data for upload. 

  • 'Create Group' will import and validate the numbers into a ThruText group. 
  • 'Sync' will pull an updated copy of the list, if needed. 
    • When updating your list, you will have to create a new group after hitting "sync" so that your updated contacts can be added or removed accordingly. You will not be able to make this change by using the "Update Group" button that appears when you hit "edit" on your selected group. This button only allows you to rename the selected group as it is the only editable field you can update on an active group.

  • 'Delete' will purge the list from our systems. Select "Create Group" to build your group based on this integration file.

Step 2 - Mapping Your Data

The group creation wizard will walk you through naming your group and mapping your data. 

Required Fields

On the "Required Fields" page, you will map the 3 required fields - First name, Last name, and Phone number.

The "Phone number" defaults to "HomePhone," but you can also choose "CellPhone," "WorkPhone," or "Phone" (preferred phone.) Where your specific VAN "houses" most of its cell numbers varies from state to state. While we recommend using the field labeled "CellPhone," you'll have to check with your VAN administrator to see what works best for your state and committee. 

For lists brought in from VoteBuilder, you must use the "CellPhone" column.

Custom Fields

Next, map your VAN ID fields to enable ThruText survey questions to be imported from and sync back to your VAN committee. This step will determine which side of VAN - MyVoters or MyCampaign - you will be able to sync survey data back to.

When importing a list from VAN through the API, you can only map "VanID" once. To VAN, you are choosing to map to the side of the committee that the list was created in.

MyVoters Custom Field

If you are importing a "Voter File" list, then you must map VanID to "VAN ID (Voter File)."

For MyVoter/Voter File specific information, please follow this guide. 

MyCampaign Custom Field

If you are importing a "Campaign File" list, you must map VanID to "VAN Campaign ID."

For MyCampaign/MyMembers specific information, please follow this guide.

Failure to map this data appropriately will impact your survey questions sync to VAN.

Additional Custom Fields

This guide contains more information on how custom fields from your VAN committee work in ThruText.

Step 3 - Review and Create Your Group

Review your work (paying close attention to where your VanID is mapped) and click "Create Group" when you are finished.

Next, you will be able to monitor your group as it processes. When the upload is complete, the status will change to "Active." For more on the errors on this page, refer to this guide.

You can now use your new VAN imported group in the creation of campaigns!