GETTING STARTED: Phone Banking
Logging in, Creating Accounts, and Resetting Passwords:
From the home page, you can create new accounts, log in, and reset passwords for phone bankers.
Calling Through a List:
After a user logs in, they will be prompted to enter a Conversation Code, which links them to your organization’s phone bank.
Once a user enters the Conversation Code, they will be free to work through their call list.
From the call view, users are given a script, a portion of your list, and a call goal; all three are linked to the unique Conversation Code.
In this view, users will see their call goal in the upper right corner as well as tabs at the top of the screen to access additional information about the person they are contacting.
- TALK: Includes call script and open text fields where users can take notes on their conversation as they work through the script. At the bottom of this tab is where users can SAVE and advance to the next call.
- ABOUT: Basic information about the individual whom users are speaking.
- HISTORY: Contact history for this person.
- REGISTER: Initiates the voter registration process in OpenField.
Important: When the phone banker is done with the conversation and ready to move on to the next conversation they should click the SAVE + NEXT CALL button at the bottom of the TALK screen.
On the left side of the screen there is an OF icon. This icon and menu are available to phone bankers at any stage of the flow.
If a user clicks this icon they will be shown a sidebar menu where they can advance to the NEXT CALL, see RECENT CALLS, FINISH CALLING and log off, view a LEADERBOARD to see how they compare to other phone bankers, and ENTER A NEW CODE to enter a new Conversation Code.
Once users select FINISH CALLING they will see where they stand on the leaderboard, be prompted with a question about their experience, and then logged off.