Author: Benjamin Katz

The PDI Email integration allows you to send emails en masse from within ISP. PDI charges $1 for every 1,000 emails sent. This billing will be added on to your normal ISP billing, and then we forward that money to PDI.

How do I add the PDI Email integration in ISP?

Under the Integrations tab, select Add/Remove Integrations and scroll down through the Available section until you see Email: PDI Email. Click on it to install it. Note that this integration is only available to democrats. If you don’t see it, contact support@ispolitical.com so we can ensure your account is correctly indicated as democratic.

How does the integration work?

After you’ve installed the integration, click the Tools menu, then click Broadcast Emails. On this page, click the Add Email Template option in the bottom left and create your email template. 

Emails are sent through Advanced Search. Once you’ve created your template, navigate to the Add/Search menu, then click Advanced Search. Using Advanced Search, you need to devise a recipe to isolate the individuals you want to email. After running your search and getting the desired results, select Exports & Actions at the bottom, then select Send Broadcast Email. From here, you can select the template you previously created and send the email to everyone in your list. 

Any emails sent will automatically be logged as Communications on the individual’s or organization’s record. 

On the Integrations> PDI Emails page, you can set a forward address to receive emails from people who respond to your email. At the bottom of this page, you can also click on View Statistics to view open, bounce, and click-through rates for the emails you’ve sent out.

How do I deal with my emails going straight to spam?

Unfortunately, broadcast emails going into spam is out of our control. There are many factors that cause this, and it’s nearly impossible to predict. If you’re having trouble with emails going to spam, you may need to try one of our other broadcast email integrations, like Mailchimp or Constant Contact.

This report is used to find donors that qualify for San Francisco’s public financing program. If you don’t see this report as an option on the Compliance Reports page, navigate to your filer record and set your Jurisdiction Description to San Francisco.

There are three versions of the report:

• Likely Qualifying – looks for donors who have an aggregate total of $10 or more and have a primary address city of San Francisco
• Potentially Qualifying – looks for donors who have an aggregate total of $10 or more and have a primary address state of CA
• Both Likely & Potentially Qualifying

We list each contributor only once on PDF and e-file. We also use the aggregate amount of contributions as the amount.

When you navigate to the Print Checks page underneath the Accounting menu, you’ll notice an orange Adjust Check Formatting button in the footer. Clicking this button allows you to move various elements of your checks in increments of 1/8th of an inch. Here is what you can move:

• Check Number
• Amount
• Text Amount (you can also hide the dollar sign)
• Date
• Address
• Notes
• Bank Info
• Payee Name
• Account/Routing
• Signature Line (just below this, you also have the option to add a second signature line)

First, export a list of donations via a Financial Transactions Report.

1. On the Financial Reports page, click on the Report field drop-down menu
2. From this menu, select Transactions
3. Under the Display section header, click in the Columns box
4. Make sure to include Date, Amount, Name Parts, and Reportable Address columns. These columns will help with matching the contributions to their refunds later.
5. Click on the Generate button
6. Click on the white Print | Export button
7. Export to Excel

You can use this generated list to work from and figure out the refund amount needed.

Second, select the Quick Import format for Other Transactions.

1. From the Dashboard, navigate to Tools and then Quick Imports
2. On the Quick Import page, click on the Format field drop-down menu
3. From this menu, select Other Transactions
4. Scroll to the bottom-right of the screen and click on Download Template

Third, copy and paste your data into the Other Transactions template. You can add a compliance note as well, which may be required. Make sure to indicate “Check” in the Transaction Method column of the template. This should bring all of the Refunded Contributions back in as checks, and thus, they can be printed as checks.

Fourth,

1. From the Dashboard, navigate to Tools and then Quick Imports
2. On the Quick Import page, click on the Format field drop-down menu
3. From this menu, select Other Transactions
4. Click on the Transaction Type drop-down menu
5. From this menu, select Refunded Contribution
6. Select your File (i.e., your completed Other Transactions template)
7. Click on the Upload File button

This will create the Refunded Contributions in bulk. However, the refunded contributions will not be linked to the originals, which should be acceptable in most situations.

Previously Generated Reports

You can access your entire history of generated Compliance reports to review, regenerate or submit reports when you are ready.

The Generated Reports page shows compliance reports that have been generated over time. Using the three filter tabs at the top of the page, you can see three different views of your report history: all reports that have been generated, reports that have been saved for filing but haven’t been filed yet, and view reports that have been marked as filed. Please be sure to mark any filed reports as filed.

The hot dog menu to the right provides options to assist you in interacting with the report and providing information should you need support about the report.

Hot Dog Menu Options in Previously Generated Reports:

– Adjust & Regenerate – Repopulates the report generator with identical parameters, so that you can run the same report again or change them as needed.
– Download (Options can include PDF, e-filing, Excel)
– View Parameters – view options selected on Compliance Report Generator to create the report
– Copy Parameters – useful when alerting ISP Support to a problem, to easily paste selected options into an email or document

If you are in the process of generating a report, you will see an item in the Previously Generated history that shows you the current progress of the report as it’s generating.

Can I delete reports from Previously Generated?

Reports cannot be deleted from your report generation history. We don’t allow this because the report history is a system log and critical to some functions of your ISP account. We made this feature available to clients because of the frequency with which access to report history was requested.  
If a filed report that was not marked as filed were to be mistakenly deleted, you would not be able to amend that report later. Furthermore, if you generate a new version of an older report and have differences without the old one to compare it to, it would be challenging to find the cause.

• Select the Candidate’s Individual record for the transaction Entity
• Click Specify Split and select the vendor record in the Entity field
• Amount should match the amount of the main transaction

1. Navigate to the Candidate record of the individual who paid for the expenses (i.e., the person the committee is writing the check to)
2. In the Transactions section, click to add a transaction and select Accrued Expense as the Type
3. Add the details of the transaction in the appropriate fields
4. Just under the Tags dropdown, click the Specify Splits button
5. In the Entity field, enter the vendor or store where the money was spent, as well as the Amount and any other relevant details

1. Enter the reimbursement amount to the Candidate as an Expense, with the vendors paid entered as Splits
2. If the advance was not and will not be fully reimbursed, create the difference as an Accrued Expense Balance Reduction with the Tag: Forgiven

1. Enter the reimbursable amount to the individual as an Accrued Expense, with the vendors paid as splits
2. When reimbursement is issued to the individual, record this as an Accrued Expense Payment

The Florida DS-DE 48 Report
allows Elected Officials to report transfers out of campaign accounts into a special
Office Account to pay for specific items or activities for a given reporting period. The information on
this report must be hand
entered into the state’s system.

Schedule Groups

• Disbursements: Use this schedule group for any transfers from your Office Account. 
• Receipts: Use this schedule group for any remaining funds from the previous campaign that will be transferred into your Office Account. 

To file your report, you must generate and download the PDF to hand enter the data into the Office Accounts portal account.

For further reading, please check out the Office Accounts User Guide and the FL State Campaign Finance Manual.

Applies to: Maricopa County, Arizona

The Maricopa County CFR is used to report Expenses. Currently this report only supports the following schedule at this time:

SchB1: Disbursements for Operating Expenses

To File Your Report to Maricopa County:

1. Download the PDF file
2. Email the downloaded PDF to: campfin@risc.maricopa.gov

For a variety of reasons, you may need to find the Entity ID associated with records in your ISP account.  The Entity ID is a unique identifier for each Individual, Organization or Other Entity in your database.

The Entity ID can be located in the following ways.

1. Generate a Financial Transaction Report, and include the column Entity ID in your export format. (More information on including columns is here.)

2. Generate an export using Advanced Search or Quick Lists. Using the export format Donor Summary, or Detailed Fundraising Export will automatically include the ID column.  If you are using a custom export format created within your ISP account, make sure that it includes this column (see above).

Below are deadlines for Denver, Colorado compliance report filing.

The Filing Deadline information provided here is offered only as a
reference aide. The provided deadline information may contain
inaccuracies and may not include all special elections or deadlines. For
agency specific details please visit the Denver Campaign Finance website .

• 12/05/25  Post-Election Report
• 01/31/2025: Semi-Annual Report/Year-End Report