It’s My List and I’ll Match If I Want To!

CTA has offered our Matching Workflow Template since May of this year in collaboration with our partners at Catalist and TargetSmart. We leverage Google Workflows and templates to allow partners to take data from their organization’s tables in PAD, move it to their VoterFile partner, and return matched data back to their tables — all without leaving CTA’s platform.

Although Google Workflows is a great tool, CTA understands that not everyone is an engineer and we want to ensure anyone can easily match lists without needing to rely on the ability to write code. That’s why we are adding these same matching templates to PAD’s user interface in the form of an intuitive wizard-like workflow. This UI will guide our partners through the entire matching process, from selecting a data set to choosing columns, all while providing real-time feedback on job status and completion. When the matching job’s done, all the data will be ready for you to review, analyze, and engage with on the PAD platform.

Matching in PAD

CTA’s Matching UI will remove the pitfalls of typos and user-entry error by filtering the projects, datasets, tables, and columns the user can select based on previous choices. Our templates will provide real-time feedback on potential errors related to mismatched columns and will alert you if the data submitted doesn’t meet the necessary format. Once your matching job is complete, a copy of your matched data will be merged with your submission data and available for you to review.

And if you then need to send that data to your CRM (perhaps VAN!), PAD will let you rETL those lists right into your committee.

Are you ready to start matching? Are you a vendor who wants to match? Reach out to info@techallies.org