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Comment: update with Callback feature


Info

Country Committee (CC) CallHub Campaigns

CC-level PhoneBanking Campaign Requests and Templates


Info
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titleRequest a CC Campaign

SET UP A CALLHUB  PHONEBANKING CAMPAIGN FOR YOUR COUNTRY COMMITTEE

If your CC would like to set up a CallHub campaign to call your local members:

  1. Fill out the CC Campaign Set Up Request Form to let IT know the specifics of submit your your campaign request and any special requestsrequirements.
    Link to On-line Request Form link: Request a CC CallHub Campaign

  2. Then, you must also send an email to the DA IT CallHub Team to let them know you'd like to set up a create a HelpDesk ticket for your requested CC CallHub campaign. Use Send to this email address:
    callhub-helpdesk@democratsabroad.org 

After you submit the Web Form and the email, the DA CallHub setup team will contact you with any questions and to let you know when your CC CallHub campaign has been set up.

Here are some materials you may find useful as well:





Tip
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titleNew CallHub Features

New Features Added to Re-built CallHub Campaigns:

  • Now Agents can set a CALLBACK disposition to schedule a specific CallBack time when you can call the member at a time that is more convenient for them.  The call will appear in your call queue if you are making calls at that time.

  • Directly call member's mobile phone numbers if available (rather than landlines)
    (After we have run the PhoneTool cleanup process, this greatly increases call throughput rates.)

  • Agents can now see the voter's Voting Address and E-mail for verification in the call script screen

  • Calling Agents can now directly update changes to voter's contact info within the call screen
    => The most important data we want to confirm is E-mail address, Voting State, and Voting ZIP!
    (Updates are captured in a Google sheet for review before being updated in NationBuilder.)

  • Completed Survey questions provide immediate details in the member's record in the NationBuilder database, once the call is complete.

  • DA Members are tagged in NationBuilder with relevant Tags based on the results of the call.

  • Membership managers in your Country should get an e-mail message from NationBuilder with a "... Responded to a Survey" Follow-up message for members who need updates or voting information.
    Member is also set with a Phone Bank Follow-up flag due two-weeks from the date of call.

  • Local CC Leaders can now monitor and follow-up on member questions from within NationBuilder



CC Campaign Set-up Resource pages:

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Warning

CallHub Agent Caller Training Resources

Training and Help Tips for Calling Agents

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