In this guide section:
- The Guidelines for calling on behalf of the Liberal Party of Canada, your riding association, and candidates
- Setting up a Phone Bank that allows volunteers to flag people as Do Not Call
- Flagging people as Do Not Call during a call
- Flagging people as Do Not Call after a call
1. The CRTC Guidelines for calling on behalf of the Liberal Party of Canada, your riding association, and candidates:
There are 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. You must identify yourself at the beginning of the call and include your name and that you are calling on behalf of the Liberal Party of Canada.
2. You must be able to provide a local or toll-free number upon request, so that the caller can ask questions, make comments or make a do-not-call request.
3. Your screen must display a number that can be reached, unless the number display is unavailable for technical reasons.
4. Calls can only be made between 9:00am and 9:30pm on weekdays and 10:00am to 6pm on weekends. It is possible that there are additional restrictions in your province.
The specific guidelines that effect the Liberal Party’s Do Not Call list are as follows:
- You HAVE to flag people as Do Not Call if they explicitly ask that your team and/or the Liberal Party of Canada never call them again.
- You do NOT have to flag someone as Do Not Call just because they’re unfriendly (e.g. they hung up before you could finish your first sentence). Unless they explicitly ask not to be called again, you should flag them as Hostile or Refused.
- The Do Not Call flag should be applied to requesters within Liberalist as soon as possible. It MUST be applied to the person’s Liberalist profile within 31 days.
- Liberalist automatically removes people flagged as Do Not Call from your lists. This is controlled by a setting in the Suppressions box on the Create a New List page. While you can remove that setting and Include People flagged as ‘Do Not Call’ on your lists, you should ONLY do so for lists used ONLY for reporting and NEVER for lists you want to use for calling purposes.
Breaking any of these rules could result in serious consequences for you, your team, and the Liberal Party, not to mention upset voters!
Make sure that your phone bank organizers and ALL volunteers phoning on behalf of your riding association or candidate know how to flag people as Do Not Call.
For more information on CRTC Guidelines, click here.
2. Setting up a Phone Bank that allows volunteers to flag Do Not Call
To ensure that volunteers can flag people as Do Not Call during their call, make sure the Script (the set of questions you want to ask the people you’re phoning) includes Do Not Call as one of the Phone Results available to callers.
When you are creating a Script, make sure to select Do Not Call as one of the Phone Results to be made available to your volunteers.
Select any additional Phone results that you think your volunteers will need in order to successfully track results of their calls. We suggest that you also select “Busy”, “Refused”, “Wrong Number”, “Disconnected” and “Deceased”, as well as any other Phone Results that suit your project.
3. Flagging people as Do Not Call during a call
It is very easy to flag people as Do Not Call when you are using Liberalist’s Virtual Phone Bank.
Simply select Do Not Call from the list of available Phone Results above your Script and click the Save/Next button to go to the next call on your list. This will ensure that the person is automatically removed from every call list created in Liberalist.
4. Flagging people as Do Not Call after a call
If you cannot flag people as Do Not Call during your call (for example, because you are using paper call sheets instead of the Virtual Phone Bank), you can add the Do Not Call flag by using Liberalist’s easy ‘Quick Mark’ tool. This requires a few extra steps, but is still a simple process.
*Please note, you can only look up people to flag them as Do Not Call if you have a Level 2 or 3 Liberalist account. If your Liberalist account is Level 1, or you do not have a Liberalist account, give your list of people to be flagged as Do Not Call to the person who organized your Phone Call project as soon as possible.
1. Log into Liberalist at my.liberalist.ca.
2. Pick the tab on which you will find the people who were called.
- If the project was calling registered voters for outreach and canvassing, you should make sure to be on the My Voters tab.
- If the project was calling Liberal Party contacts, like members, donors, supporters, volunteers, event attendees, etc., you should make sure to be on the Shared Contacts tab.
3. On the Main Menu page of that tab, click on the Quick Mark button.
4. Pick ‘Add a Canvass Result Code‘ and click ‘Next‘.
5. Select the way you learned that someone doesn’t want to be called (usually by Phone).
6. Select the person doing the canvassing.
7. Select the Result Code “Do Not Call“. Click Finish.
8. Now you can use Quick Mark to find the first person you want to flag as Do Not Call. The best way to find them is to use the Last Name, First Name boxes. Click Save/Search to find the person.
9. Once you’ve found the person, tick the box next to their name and click Save/Search to flag them as Do Not Call.
10. Now you can search for the next person you want to flag as Do Not Call.