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Comment: update to Features list


Work-in-Progress – Do Not Publish (Dec 2019)

New Features Added to Re-built CallHub Campaigns:

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
Info

Country Committee (CC) CallHub Campaigns

CC-level PhoneBanking Campaign Requests and Templates


Info
iconfalse
titleRequest a CC Campaign

SET UP A

CALLHUB SMS or Then, fill

CALLHUB  PHONEBANKING CAMPAIGN FOR YOUR COUNTRY COMMITTEE

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

  • Send an email to the DA IT Team to let them know you'd like to set up a CC CallHub campaign.
    Use this email address: callhub-helpdesk@democratsabroad.org 
  • Review the CC Script Template: TEMPLATE: SCRIPT CC Request Ballot - June 2018
  • Review the CC Survey Questions and Tags Template: TEMPLATE: CC (Admin) Survey Questions: Request Ballot - June 2018
    1. Fill out the CC Campaign Set Up Request Form to
    let IT know the specifics of
    1. submit your your campaign request and any special
    requests
    1. requirements.
    Link to
    1. On-line Request Form link: Request a CC CallHub Campaign

    2. Then, you must also send an email to the DA CallHub Team to create a HelpDesk ticket for your requested CC CallHub campaign. Send to this email address:
      callhub-helpdesk@democratsabroad.org 

    After you submit the

    Webform and Google Form

    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

    Other materials you may find useful

    as well:

    ☞ /wiki/spaces/gotv2018/pages/6100390338 for call made since 6 Sept 2018

    warning

    :

  • Optional: Template for Follow-up Email to send to Voters: TEMPLATE: Follow-up Email to Voter after CallHub call



    • Tip
    iconfalse

    CallHub Tags in NationBuilder – Assigned to Members from CallHub Calls

    Tags added to Member's record when Agent completes Survey questions in CallHub

    • 2018 CHubSMS- Sent
      (member was sent a Broadcast SMS via CallHub)

    • 2018 CHubSMS- Responded
      (member responded to SMS confirming receipt)

    • 2018 CHub Ballot Requested
      (voter has indicated they have requested ballot by submitting FPCA)

    • 2018 CHub Received Ballot
      (voter indicated they have already received their 2018 ballot)

    • 2018 CHub Registered Voter
      (voter has indicated they are already Registered in their home state)

    • 2018 CHub Voted
      (voter has indicated they are already submitted their 2018 Ballot and Voted)

    • 2018 CHub Ballot Requested
      (voter has indicated they have requested ballot by submitting FPCA)

    • 2018 CHubVerify- Contacted
      (member Answered a call via CallHub)

    • 2018 CHub Email Follow-up Needed
      (Agent indicates that member requested or needs specific information for help in voting from abroad.)

    • 2018 CHub FollowUp Needed
      (member requested or needs specific information for help in voting from abroad.)

    • 2018 CHubVerify- Update Info 
      (new contact info has been entered into CallHub survey forms, and needs to be updated in NB)
      –> triggered if any new data entered by Agent into member data update forms

    • 2018 CHubVerify- DataCorrect
      (agent selects Survey indicating that Voter Data is Correct as listed)

    • 2018 CHubVerify- Email Verified 
      (member has confirmed that e-mail address is correct via CHub survey response)

    • 2018 CHubVerify- Contact Refused
      (member does not want to be contacted by DA: set Do Not Contact)

    • 2018 CHubVerify- Delete
      (member should be Deleted from the database)

    • 2018 CHub FollowUp Needed
      (member requested or needs specific information for help in voting from abroad.)

    CC Campaign Set-up Resource pages:

    Page Tree
    root2020 Country Committee CallHub Campaigns
    startDepth3

    Tip
    iconfalse
    titleNew CallHub Features
    titleNew CallHub Features

    Recently Added CallHub Features:

    These features now make it easier for CC database managers to track and follow-up on calls to DA members.

    • We are now able to send an SMS/Text message directly to the member during or just after a call as a follow-up reminder message, or to reach someone who did not pickup the phone.  
    • Agents can now 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.

    • We now try to call a member's mobile phone number, if available (rather than their landline)
      (By also regularly running the DA IT Team "PhoneTool" number cleanup process, we have been able to greatly increases our call throughput rates.)

    • We are now able to "personalize" the calling Script to include the Member's name, e-mail, and Voting details in the text of the script.  This should make it easier for calling agents to verify and update member data within CallHub.

    • Calling Agents can now directly update a 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 CallHub Survey questions now provide immediate call activity details in the member's record
    in
    • within the NationBuilder database,
    once the call is complete
    • after each completed call.

    • DA Members are immediately tagged in NationBuilder with relevant Tags based on the results of
    the
    • each call.
    (See full list of 2018 CallHub Tags below.)

    • 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 personalized voting
    information
    • support.
      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 by reading the Notes that are added to each call.



    CC Campaign Set-up Resource pages:

    Page Tree
    root2020 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
    startDepth3