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Article ID: KB234
Keyword Name: Set Attributes, House, Householding, en masse, Mass Update, Canvassing
Created: October 21, 2016
Viewed: 3482

How to Set an Attribute for All Members of a Household En Masse




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Author: Joel Kristenson

Last Updated: 2014-11-19







Overview


Not too long ago the ability to set attributes for all members of a household was added to Trail Blazer.


(Click here for the blog regarding all updates to the product).


There are many different uses for this feature this article walks through the steps for one possible scenario using the political/PAC database.


This example talks about using this feature as if you’re running a campaign in a deeply seeded republican or democratic state you may infer that all members of a household will vote a particular way, but you may have only canvassed or polled one member of the household.


You can run a search query for all voters who lean a particular direction, and tag all the other members of their household with the same attribute.




http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip:  For faith-based nonprofits such as a church, temple etc.  One other implementation of this tool would be to set a member attribute for all family members when you know that one of the family members is already part of the congregation.





Steps


Open the Households list.



Households list



Click on the Voter (Any) tab and plug it in to activate the tab in the search query.



Voter any tap - plug it in



Navigate to the Attribute tab and click on the Magnifying glass to expand the attribute tree into a larger window.



Voter any tab - magnify screen



Expand the folder that has the answer to your GOTV questions, in my example I had an attribute folder called “Candidate Support”.



Click candidate support attribute



Click the red [x] in the upper right to close the expanded attribute tree.



Close expanded window for attribute screen



Click [Search] in the upper-left to execute the search query.



Click search button to execute query


After pulling up your list of voters who support/don’t support your candidate, click Edit > Set Household Member Attributes



Edit set attributes



Select the topmost radio button in the upper left called “Assign selected attributes to all household members” and click [OK].



Assign selected attributes to list


You’ll be prompted with a security warning, click [OK] if you’re ready to proceed.



Image popup warning before proceeding



This will assign the attribute you select from the attribute tree to all members of the household in your current list.



Households processed message



At this point you’re finished.  The next common steps would be to navigate to your Voters lists, and pull up a list for ALL voters who are in favor of your candidate.



Voters attribute - search










Help resources video




#3 Related Resources


Article: Managing Households – Creating, Deleting and Re-Creating

Article: Creating an Attribute Folder and Attribute Items

Article: Mobile Base Camp – Mobile Canvassing

Article: Polling – How to Setup and Run a Poll

Video: Households – Delete and Recreate

Video: Canvass Your Neighborhood With Our Mobile Canvassing App




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