Knowledge Base Article
How to Manage Delegates
Track convention delegates and their participation.
Accessing Delegates
Navigate to: Political > Delegates
Adding a Delegate
- Click Add New
- Search for and select the constituent
- Enter delegate information:
- Delegate type (elected, appointed, etc.)
- Convention or event
- District/Precinct represented
- Save
Tracking Delegate Information
- Delegate status (confirmed, alternate, etc.)
- Credentials and eligibility
- Committee assignments
- Voting record at conventions
Delegate Payments
If delegates pay fees or receive stipends:
- Go to Political > Delegate Payments
- Track payments associated with delegate participation
Communication
Use the delegate list to:
- Send convention information
- Coordinate travel and logistics
- Share voting guides and materials
