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Creating a Virtual Phone Bank of your Shared Contacts

Checklist for setting up the VPB

Creating a Virtual Phone Bank to contact your Shared Contacts such as your volunteers, donors, and members, differs from the VPB you will create on the My Voters side of Liberalist. 

Before setting up your phone bank, take a look at our VPB Checklist here. There are also several guidelines set by the CRTC and Elections Canada that you should follow when you make calls on behalf of the Liberal Party of Canada.

1. Start on the Shared Contacts side of Liberalist.

2. From the My List page (see Creating a List section for help on creating a list), click Calls in the icon bar.
1 Calls Icon

3. In the box that appears, select Set up a Virtual Phone Bank List and then click Next2 Set Up VPB

4. You will be brought to the VPB administration screen.

5. Name your VPB list and select which script (set of questions) you would like your volunteers to use from the drop down menu.

6. Check the different fields you would like to appear in the VPB display and the editable fields that you would like your volunteers to be able to update.

  1. In the Upper Display, select Age and Sex.
  2. In the Lower Display, you can select any element you believe will be relevant to your callers. Many of these fields will not be as relevant in a Shared Contacts VPB.
  3. Choose whether you would like your Lower Display to appear above or below the script.

4 Upper Display

6. Select your editable displays. It is a best practice to include Addresses, Phones, and Emails. (Addresses should not be selected as an editable field under My Voters)

Addresses - Phones Emails

*NoteBy default, your volunteers will see the name and phone number of the people they are supposed to call. Note: Adding too many fields to the VPB screen will confuse your volunteers and may lead to more mistakes. However, it is considered very useful to select Phones, Emails, and Addresses from the Editable Display section so that we can keep these up-to-date.

7. Select the dates that you want to the phone bank to be active. This feature limits the VPB so it can only be accessed between those dates. You can also set parameters for the time of day that your volunteers can make phone calls using the Daily Start Time and Daily End Time fields.

6 Start and End Date & Time

8. You may also want to set goals in the  Contact Limit field or the Time Limit.

  • Generally, including a Contact Limit will be most beneficial as it will encourage your volunteers to make atleast that many attempts or successful contacts.
  • You will also want to check the box to Show individual Progress which will allow your users to see their own progress towards their goal.
  • Generally, in a large Voter Identification phone bank it would be best to refrain from Showing the Entire Phone Bank Progress as your VPB might be quite large and it may be disheartening for your volunteers when the progress bar does not move much.
  • When setting a Contact limit or a Time Limit, always ensure that you are checking the box to ensure that you are Allowing your Users to repeat their session.

2015-05-25_1230

 9. If you would like to distribute your list to canvassers based on their location, select Distribute voters by postal code. When your canvassers log into the virtual phone bank they will be prompted to enter their postal code which will distribute individuals that live closest to their house.

10. Adding an Event:
If you are creating a VPB to call your contacts from a list on the Shared Contacts side, you can select Include Event scheduler to allow your canvassers to access your electoral district (or committees) calendar and schedule individuals for events. Generally, it is simpler to simply integrate the one or two events you are calling people about into your script.

 Include Event Scheduler

11. Householding:

8 Householding

1. If you want each person in the household to get a call, regardless of whether they live with a person on your list who has already been called, choose Do not display Also in Household

2. If you need an answer from each person on your list, but want to be able to canvass a whole household in one call whenever possible, choose Show only People in Household from Virtual Phone Bank list. This is perfect for projects like Membership Renewal where you need to ask every member to renew their membership, but don’t want to talk to people who live in the house who are not on your list (they may already be renewed or may not be members).

3. If you don’t need an answer from everyone in the house, and don’t mind who you talk to in the house, choose Show all Also in Household.

12. Click Next.

14. This will bring you to a page called Edit Virtual Phone Bank that looks identical to the page you were just on, except now you have the opportunity to share the VPB with your volunteers.

From here, you can now share your VPB.

Watch our video on Creating a Virtual Phone Bank

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