PDI Online Software Platform

The PDI Online Software Platform provides a wide range of tools designed to help political campaigns and organizations of all sizes manage their voter, donor, volunteer, and membership data for election strategy, communications, and analysis.

PDI is a single system that connects all your data and has all the tools you need to successfully manage your campaign or organization.

Here is a list of key features that make the PDI Online Software Platform the most unique and powerful system available.

Key Features

 

  • Built on a scalable big data infrastructure using one national file with over 290 million individuals.
    • You can run counts, queries, and reports for districts in multiple states within a single account.
    • Manage campaigns or organizations in multiple states
    • Run queries against the Catalist national voter file plus VAP data.
  • Seamless integration between voter data and your proprietary contact data.
    • You can lookup people in the voter database and your contact database simultaneously.
    • View a person’s data record with complete access to all information in one place.
    • This includes:
      • Contact communication info
      • All voter file info
      • Social Media info
      • All ID flags
      • All volunteer info and work history
      • All event info with complete event attendance history
      • All donor info with complete history of all donations
      • All membership info
      • Complete outward communication history by phone, direct mail, and email.
  • Sophisticated targeting with a simple to use interface.
    • Create queries from hundreds of available fields.
    • Query based on precinct density of a custom universe. For example, you can create a query to target only voters in precincts where over 25% of all voters meet your specific universe criteria.
    • Query based on hand drawn boundaries within the Create Universes UI.
    • Use models with sliders and histograph.
    • Use data visualization for each criteria when building your universes.
    • Run a crosstab for your universe and then make modifications based on crosstab results from the crosstab UI view.
    • Query by voter or household
    • Edit saved queries.
  • Built-in Tableau data visualization
    • Create amazing data visualizations from a custom universe or all voters in a district,
    • Click within the visualization page to filter your universe.
    • View visualization geographically by legislative districts or precincts.
    • View Contact Support data visualization by precinct with a list of contacts.
    • Create printable pdf output for visualizations or post via link or embed code.
  • Advanced Mapping Module
    • Display over 100,000 points on your map.
    • Show precincts, congressional district, and state legislative district boundaries. Activate the map layer for selecting individual polygons.
    • Intelligent auto carving tool that generates carves areas without crossing major highways, waterways, and train tracks.
    • Show all universes from the program
    • Assign mobile canvassing assignments quickly from the map with a simple point and click process
    • Save areas as boundaries (not voter lists) for future use with any other universes of voters.
    • Show active canvassers on your map.
    • Show the canvasser route and stop on your map
    • Generate printable walk lists from the mapping module.
  • Robust Custom Count Reports
    • Create custom counts reports with rows and columns positioned to your desire. Districts can be enumerated. Demographics sets can be saved and reused in other reports
    • Create crosstab reports
    • Create flag reports for all data acquired by your organization.
    • Create shared data flags with other organizations using the PDI online software.
    • Create soft reporting
    • Create canvassing reports
  • Full Volunteer Management module
    • Complete functionality for recruiting and managing volunteers
    • Create volunteer sign up page web form that allow people to select a date and shift.
    • Create single or recurring volunteer shifts on a custom calendar
    • Communicate shift scheduling by text messages and email.
    • Use Check In / Out page to record when volunteers start and finish shifts
    • Use smart scheduling tool for predicting volunteer needs based on productivity analysis.
    • Schedule volunteer shifts directly from the online phone bank
  • Event Management module
    • Complete functionality for one time and recurring events
    • Create events with tickets, meals, and swag
    • Invite people to events via text message or emails.
    • Create event invite web forms
    • Schedule event RSVP directly from the online phone bank.
    • Events are integrated with fundraising module for donation processing
  • Email Module
    • Send free opt-in emails with our built-in email module.
    • Send directly from voter or contact query universes.
    • Easy to use email design interface
    • Auto Send feature to send scheduled emails based on dynamic queries using criteria such as “yesterday”, “today”, “tomorrow”, and “this week”.
    • A/B testing functionality
    • Full reporting by send universe or individual lookup page.
  • Web forms
    • Simple to use design interface.
    • Manage donations without paying extra processing fees.
    • Build volunteer sign up forms
    • Build event registration or RSVP forms
  • Industry leading mobile canvassing application
    • Available in Apple IOS or Android
    • Works online or offline.
    • Download for free. No extra cost to use
    • Fully integrated with the PDI system. No importing or exporting required.
    • Download multiple assignments (precincts, carved areas).
    • Can be used by any individual in your contact database
    • Canvassers can have up to three different surveys based on different universes.
    • Surveys have logical branching
    • Three views for simple use: Street, Map, and Person List.
    • Multiple canvassers working in the same assignment can see each other’s work.
    • Color coding to show the status of each person and household on your list.
    • Field Managers can view canvassers in the field on a map. They can even see a map of where they stopped on their shift.
    • Full Reporting of canvassing work.
    • Simple and effective approval process to validate and manage canvasser work.
  • Online Phone Banks
    • Can be built from voter or contact data
    • Uses independent links to distribute phone bank access. You can change the phone bank data associated with a link at any time.
    • Uses logical branch surveys
    • Can use up to three different surveys based on three different universes.
    • Show multiple phone numbers to be dialed.
    • No import or exporting required.
    • Directly assign volunteer shifts.
    • Directly enter RSVP info for events
    • Full reporting of phone canvasser work
  • Fundraising / Compliance Application
    •  Manage donations
    • File reports for state and federal compliance requirements
    • Full accounting features included
  • Friend to Friend Phone Bank
    • Allow your supporters to create online phone banks of their contacts.
    • Import data directly from gmail, AOL, yahoo, IOS, and many other sources.
    • Mobile app available for IOS importing data directly from iPhones
    • Quickly matches data to the most current voter file and returns voters registered in the campaigns geography.
  • Voter Registration Module
  • Membership Module
  • Integrated Predictive Dialer
  • Voter Texting