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Virtual Phone Bank Overview

What is a Virtual Phone Bank?

The Virtual Phone Bank (VPB) is a phoning outreach tool that combines a list of people to call with a script and allows you to enter data as you make calls.

When you enter the phone bank, you’ll be shown the first person to call and the information you need to complete the call. You can easily enter the data you collect directly onto the VPB screen of the person you’re talking to. When you click Save/Next, the information is instantly saved in the individual’s record and you’ll be given the next call to make.

Who can use it?

Any Liberalist user can access a Virtual Phone Bank that has been assigned to them through Liberalist or by entering a VPB Code that has been provided to them.

Volunteers can make calls from anywhere as long as they have access to a computer, an Internet connection and a phone.

What is the VPB used for?

You can use the VPB to reach out to members, voters, or to anyone else, as long as you have the script for it. For example, you could use the VPB to invite volunteers to an appreciation event or to remind expired members to renew their membership.

Why use the Virtual Phone Bank?

The VPB is easy to use. It avoids the hassle of paper sheets, the time-consuming step of entering data from paper lists, and the inevitable difficulties of reading handwriting. You can have multiple people calling the same list at the same time without any overlap.

What else should I know?

Make sure to review CRTC Guidelines when using the VPB.

It is especially important that you apply the Do Not Call flag to anyone that has explicitly asked your team and/or the Liberal Party of Canada to never call them again.

Your callers need to display a caller ID number and you must be able to provide a local or toll-free number for your campaign upon request.

Also, calls can only be made from 9:00 a.m. to 9:30 p.m. on weekdays (Monday to Friday) and 10:00 a.m. to 6:00 p.m. on weekends (Saturday and Sunday) unless provincial legislation specifies more restrictive hours.

See our guides on how to use the Virtual Phone Bank:

  1. Using the Virtual Phone Bank
  2. Create a Virtual Phone Bank List
  3. Administer the Virtual Phone Bank
  4. Do Not Call List