1. From the My List page (see Creating a list section for help on creating a list), click Calls in the icon bar.
2. In the box that appears, select Create a Virtual Phone Bank List and then click Next.
3. You will be brought to the VPB administration screen. Name your VPB list and select which script (set of questions) you would like your volunteers to use from the drop down menu.
4. 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. You also have the option to make the script appear above or below the display information.
5. 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. If you would like to set a limit on the total time period for the VPB session, enter this in the field beside Time Limit. If you enter a time limit, decide if you want your canvassers to be able to repeat the session once the time limit has elapsed.
6. You may also want to set goals in the field Contact limit and allow your users to see their own progress towards the goal or the combined progress of everyone that has access to the VPB.
7. 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.
8. 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.
9. You can choose to include links on the VPB display to all individuals living in the same household that are on your list or show everyone that lives at that household according to all available information under the Householding option. When creating a VPB on the My Voters side of the application, you have the option to exclude anyone that has already been identified as having voted early or on Election Day. Select active so your canvassers will be able to access the VPB and click Next.
10. This will bring you to a page called Edit Virtual Phone Bank. This is where you review your options and where you assign users in your Liberalist committee to the Virtual Phone Bank by clicking on the user’s name and then selecting to add or remove their access.
11. Once you have reviewed your selections and assigned users, press Save. Take note of the VPB code if you would like to give users access to your Virtual Phone Bank by only providing the VPB code. Your Virtual Phone Bank is now ready for a first round of calls. (Please see Using the Virtual Phone Bank for more information about how to log onto a Virtual Phone Bank).
12. When you have finished a round of calls you can press Send to Round 2 to give your volunteers a new VPB that contains all the uncompleted calls. Individuals that have been successfully canvassed, identified as deceased, wrong number, refused or left message will be removed from the list and busy/ not home results will be added back into the VPB for the second round of calls.To do this:
- Go to the Main Menu page of the tab on which you created the Virtual Phone Bank.
- In the right-hand column click Phone Services to display the Phone Services dropdown menu.
- Click Virtual Phone Bank to see a list of all active Virtual Phone Banks.
- Click on the name of the Phone Bank you want to send to Round 2.
- Scroll down the page to the button Send to Round 2. Click that button.
- Make sure the right users have access to the Phone Bank.
