This article will cover everything you need to know about Voter File Tagging including:

• Use Cases
• Getting Started with Voter File Tagging
  • File Type
  • What to Include in Your File
  • Uploading your Tag File
• Action Targeting with Tags

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Voter File Tagging Overview and Use Cases

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Rally uses a voter file for matching. While that file is robust, it does not know what you know! Voter File Tagging empowers you to target specialized actions at any group of contacts, informed by your own data.

You might use voter file tagging to create custom actions for:

• People who live in a geographic area that’s not covered by Rally’s districting
• A group of voters you’ve identified as passionate about a particular issue
• Age-based groups of voters
• Formerly active volunteers who need a targeted re-engagement ask
• Any list that helps you achieve your goals

It works like this: You upload a Tag File – that is, a .csv file that contains the voter IDs of the voters you want to tag, and the tag you’d like to associate with them. Your tags will be applied to all of the voters you identify in the voter file– whether or not they’ve been added to your network yet by mobilizers. Then, you can target actions at contacts based on the tags associated with their records.

Once a Tag File is active, we will keep the tags that we found in that file in sync with any voter file matches added to your organization.

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Getting Started with Tag Files

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Before uploading your tag file, you will need to ensure the file is compatible and meets specific requirements.

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File Type

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Rally accepts plain-text .csv files or gzip compressed .csv files. You may only upload one file at a time.