Guide for Purchasing Individual Data Products

Not every campaign needs a software subscription. Almost half of PDI clients purchase individual data files for their campaign's direct mail, phone banking, texting, or door-to-door canvassing needs. This step by step guide will walk you through the process for making your first data purchase with PDI.

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Step 1

Assess your needs

It is recommended that every campaign develop a strategic plan for how they will raise money, spend money, recruit staff and volunteers, and ultimately, contact voters. As a data and software vendor with vast experience, PDI is ready to help with voter targeting and data resources to support a variety of different contact methods.

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Step 2

Figure out which products you need

PDI offers data files specifically tailored for optimal use with each method of communication. Unfortunately, there is no one file layout that can effectively accommodate different types of use. Therefore, it is frequently necessary to purchase multiple files with similar voter universes but for different forms of communication. You will ultimately save money and get more value for the effectiveness of our tailored data product layouts.

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    The most common data products are:
  • Direct Mail Files: These files are grouped by household with optimal labeling for multiple voters in the house. We remove known National Change of Address registrants and prepare the file for quick and minimal processing by the mail house of your choice.
  • Printable Walk List / Phone Lists: Walk and Phone lists are printable PDF lists that contain voter details for contact. The voters are grouped and sorted for efficient door-to-door canvassing or phone calling.
  • Phone Files for Calling Voters: These files are usually used by phone bank systems for calling household landlines or individual mobile phones. The layout contains voter details for communicating with voters
  • Phone Files for Texting Voters: The PDI file layout for texting contains only mobile numbers and a few voter details used for segmenting the data or incorporating merge fields in your text messages.
  • Polling Samples: Accurate and effective polling results begin with accurate and quality sample data you trust. PDI provides the highest quality polling sample data in California. We provide random and stratified samples utilizing PDI voter data for multi-channel interviews.
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    For more information, go to our Products page.

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Step 3

Identify the universe of voters that aligns with your strategy and budget

PDI has a free counts report tool that breaks down voters by their likelihood to vote along with many demographic attributes. Targeting voters is a critical part of campaigning. PDI makes it simple to create a target universe and get instant pricing based on the universe counts.

Enter your district name and select (click on) a data segment on the left margin to review data purchasing options. Select a product type and propensity to get accurate pricing information. Click on the Buy Now button to proceed with your purchase. You will be prompted to confirm your email address so we can identify you as an existing or new customer.

Once the email address is confirmed, an order form will appear for you to complete and submit.

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Step 4

Purchase the data and create your PDI portal account

After you have submitted your order, you will receive an email with details on creating your online customer portal account. The portal account will guide you through the process for securely setting up your payment information, paying the purchase invoice, and finally downloading your data.

If you already have an existing PDI account, the notification email will help you access the account through the same login credentials (email and password) and then toggle to your newly created portal account.

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Step 5

Download the data from the portal account

Once the purchase invoice has been paid, you can download the data from the File Pickup page.

Most data products are processed within 24 hours.

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