Paid Relational Organizing: Power Up Your Program Using Reach

Relational organizing is a powerful strategy, and when you integrate it with a paid campaign structure, you can unlock incredible scale and performance. If you’re using Reach for a paid relational organizing campaign, here are some essential tips to help you manage logistics, ensure compliance, and maximize your data collection and insights.

🔒 Control and Onboarding: Managing Paid Access

When managing paid relational staff, maintaining control over who joins your campaign is crucial for budget, training, and compliance.

• Set Your Campaign to “Closed”: For paid campaigns, you should strongly consider setting your campaign to “closed”. This prevents users from joining on their own. Instead, you maintain complete control over adding compensated users.
  • How to Add Users: Once a person completes your external hiring and onboarding process like signing a contract, you can add them to the campaign via their phone number. This can be done manually or, more efficiently, by writing a custom code against the Reach API to automate the enrollment process. This way, it could even be integrated seamlessly into your other hiring/onboarding tools.
• Document Collection with Action Cards: Before a user starts, you likely have essential paperwork.
  • Utilize File Upload Action Cards: Use these cards to have users easily submit key documents like signed contracts, Non-Disclosure Agreements (NDAs), or W-9 forms. This keeps all compliance documentation organized right within your Reach campaign.
• Gather User Information:
  • Employ User Survey Action Cards: These are perfect for collecting necessary information from your compensated users, such as payment details, scheduling availability, or external IDs used in your payroll system.

📈 Data, Payments, and Performance Tracking

The key to a successful paid campaign is accurate tracking and a clear payout system.

• The Data Foundation: Set Up a BigQuery Mirror
  • This is essential. You will almost certainly want to set up a BigQuery Mirror to get direct, real-time access to all your Reach data. BigQuery Mirror access is available to all of our Movement subscribers.
  • Direct access allows you to run custom queries and build custom dashboards which can be used to determine payouts based on your specific criteria, like number of contacts, survey responses, or verified actions completed.
• Tie Payouts to “Action Points”
  • Gamify and Simplify: You may choose to create action cards that are worth a specific number of “Action Points”. You can then easily tie your payout structure directly to the total number of points a user accumulates. For example, 100 points might equal a $5 bonus or a guaranteed hourly rate fulfillment.
• Payment Eligibility Requirement:
  • Verify Identity: To ensure your paid organizers are fulfilling their mission, you may choose to require users to verify their email address in Reach to be eligible for payment. Reach sends a verification link to the user’s email upon account creation, which they must click.

👥 User Management and Support

Efficiently categorizing your users and providing timely support is critical for retaining and managing paid staff.

• Categorize Users with Private User Groups
  • Keep it Organized: Use private user groups to categorize users based on their status, performance, or other key groupings (e.g., “Onboarding Complete,” “High Performers,” “On Hold”).
  • Automation: You can easily move users between these groups using the API as their status or performance changes, allowing for dynamic management.
• Offer Clear Support Channels
  • Public Group Chat: Consider setting up a public user group with a dedicated chat channel where all paid users can join. This is a centralized spot for your team to provide instant help, support, and answer common questions about the campaign, rules, or payment.
  • Private Support: For more specific or sensitive questions (like individual payment issues), you can also handle those via Direct Message (DM) in Reach Chat.

📝 Sample Onboarding Flow for Paid Reach Organizers

Here is a step-by-step example of how you can structure the onboarding process for your paid organizers using the advanced tools within Reach, ensuring you collect necessary data and documentation upfront.

Phase 1: Pre-Campaign Documentation & Compliance

These steps use the features discussed (Closed Campaign, File Upload, Surveys) to ensure all required paperwork is completed before the user gains full access to organizing tools.

Phase 2: User Group Assignment (Automated or Manual)

Once the user completes Phase 1, they are moved into an active working group.

Phase 3: Campaign Initiation

These are the first steps the user takes to start earning Action Points.

⚙️ How You Use the Data for Payout

By following this flow and using a BigQuery Mirror, you can:

• Check Compliance: Query BigQuery to confirm the timestamp of completion for the File Upload Cards (Steps 1 & 2) and the email verification (Step 4).
• Calculate Pay: Query the database to aggregate the total Action Points earned by the user (Steps 7 -10, plus all subsequent relational organizing actions) and determine their total pay for the period.
• Monitor Status: Use the User Group data (Step 5) to quickly filter your dashboards by “Active Organizers” versus other groups.

Ready to start a paid relational program? Contact us at [email protected]!