Use Daisychain pathways to organize people and move them to action.

Updated over a week ago

Pathways are a feature in Daisychain that allows you to create a flexible, stage-based framework for organizing. Here's how to use them:

1) Add a pathway. Navigate to the Pathways section of Daisychain. To create an empty Pathway, just click "Add a Pathway" and give your pathway a name. To build off a template, scroll to the bottom of the page and select a template that is a good fit for your work.

2) Create and modify Stages. Stages are sections of your pathway that you can place people into.

3) Add Cards and move them through your Pathway. Cards are representations of People in a Pathway. You can click on them to expand them and see more details about a person, send messages, add notes, and edit information.

Tips on Using Pathways:

  • List View: You can toggle from the default pathway view to see a simplified "list view" that displays name, stage, and basic contact info (email and phone) without the stage-based visualization.

  • Conversations: You can start a conversation with everyone in a given stage of a pathway by clicking the three dots a the top of the stage, and then selecting "Start a Conversation":

  • Assignment Filters: If multiple people are using the same pathway, it can be useful to filter it by Assignment. Just click the initials of a given User to filter the Pathway to only show the People assigned to that User:

  • Power Ups: certain integrations come with "Power Ups" for Daisychain Pathways. For example:

    • Mobilize Nearby Events: this power-up enables you to view information about the closest Mobilize events directly in a person's card.

    • ControlShift Petitions: this power-up enables you to view information about ControlShift petitions directly in a card.

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