CAUTION: The modifications made here will be directly visible on the mobile app, this could impact or confuse your people and teams ❗️
Where to customise the status in the app?
Settings > Advanced Settings > Status
What is a "status", and what is it for?
Statuses give the possibility of categorising a contact. This allows you to supplement the information you have on that person by adding a status. You can determine what that person represents for your organisation.
The goal is to allow you to group your contacts by status in order to carry out actions or communication. 🎯
This gives you the main qualification for each contact
Exemple : Level of support => No Support / Uncertain / Supporter / Strong Support / Donor / Team member
How to modify the statuses?
From the creation of your account you have statuses suggested by default.
To modify the titles, simply click on it, make your modification and Save ✅
To add a status typology, you must click on "Add a subfield". You can also delete it by clicking on the X to the right of the line. ❌
By clicking on "Add a field", you can add another way to categorise a person if you wish.
It is strongly advised not to put qualifications of political affiliation or opposition.
❗️You can always go back by clicking on the "i" at the top of the screen, and select "return to default settings" ❗️
I am adding a status type and associating it to a contact.
If you make changes in the statuses, don’t forget to adapt the category (Is it more of a support, voluntary or undecided type?)
These categories will power up the targeting of your campaign. 🎯
What about the mobile app?
You have the possibility, when adding a contact or modifying an existing one, to assign them a status.
The suggested statuses on the mobile app are chosen from the Quorum dashboard (web platform) from the moment you Save ✅
Any questions? We have answers! Contact support 😅