Tabling
Tabling Overview
Set up at a corner or storefront and collect contact info from people who engage.
Tabling is street-corner outreach. Instead of going door-to-door, you set up at a public spot — a transit stop, a storefront, a busy intersection — and talk to people walking by. When someone wants to stay in touch, you save their info on the spot.
Key Concepts
- Tabling session — A block of time at a single location. Sessions track who attended, when it ran, and every contact collected.
- Location — Every session has a freeform location label (e.g., "Lake Merritt Pergola") that doubles as the session title. You can optionally attach a structured street address.
- Collected contact — A person who shared their info. Phone or email is required for every contact; everything else is optional.
- Dedup — If you record a contact whose phone or email already matches someone in your organization, the new interaction is linked to the existing contact instead of creating a duplicate.
- Outcome — A tag describing how the conversation went: Meaningful Conversation, Brief Interaction, Refused, or Language Barrier.