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Info

Tags set in NationBuilder from CallHub Call Campaigns

Membership record tags from CallHub

Excerpt


Warning

CallHub Tags –  Tag descriptions for NB tags

[Year] [CHub] [Status]

Tags added to member records in NB when Agents complete Survey Questions in a CallHub call.

(Note: Tags are

now

generated by NB Survey

set-up

Questions within the Call Campaign, and do not need to be

modified for each Campaign.

set in the Campaign Admin.)

  • activated-callhub-agent
    (a member who has signed up to be a CallHub Calling Agent, and will see active Campaigns once logged in to CallHub.)
  • 2020 CHub Ballot Requested
    (voter indicates they have Requested Ballot from home state)
  • 2020 CHub Registered Voter
    (voter has indicated they are already Registered in their home state)
  • 2020 CHubVerify- [CHubCampaign] 
    (member Answered call via CallHub)
    2020 CHubVerify- GPP  (GPP calling campaign)
    2020 CHubVerify- 2Q  (2nd Quarter Ballot Request calling campaign)
  • 2020 CHub Email Follow-up Needed
    (Agent indicates that member is not yet registered to vote, and may need follow-up help in voting from abroad.)

  • 2020 CHub Phone Follow-up Needed
    (member requested or needs personal follow-up for help in voting from abroad – Member also Flagged for Follow-up within 2-weeks in NB record.

)2020 CHubVerify- Update Info
(new contact info, such as e-mail, has been entered into CallHub survey forms, and needs to be updated in NB
  • )


–> triggered if Agent indicates that they entered new info into member data update forms
  • 2020 CHubVerify- DataCorrect

  • (agent selects Survey indicating that Voter Data is Correct as listed)

  • 2020 CHubVerify- Email Verified
    (member has confirmed that e-mail address is correct via CHub survey response)

  • 2020 CHubVerify-
Opt-In
(member confirmed that it is OK to continue to be contacted in the future by DA)2020 CHubVerify- Contact Refused
  • Do Not Call
  • (member does not want to be called again by DA: set Do Not Call)

  • 2020 CHubVerify- Delete
    (member should be permanently Deleted from the database)




Info

CC Campaign Set-up Resource pages:

Page Tree
root

Copy of

2020 Country Committee CallHub Campaigns
startDepth3



Warning

CallHub Agent Caller Training Resources

Training and Help Tips for Calling Agents

Page Tree
root2020 CallHub Agent Training Resources
spacesgotv2020
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