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Comment: updated CallHub related Tags


Info

Country Committee (CC) CallHub Campaigns

CC-level PhoneBanking Campaign Requests and Templates

CallHub Tags in NationBuilder – Assigned to Members from CallHub Calls

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

  • 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 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)


    Info
    iconfalse
    titleRequest a CC Campaign

    SET UP A CALLHUB SMS or PHONEBANKING CAMPAIGN FOR YOUR COUNTRY COMMITTEE

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

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

    After you submit the Webform and Google Form, 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:

    GOTV Phonebanking Reports - Jan to May 2018 covering calls made by country (Team) and by volunteer (Agent) since Jan 27. CallHub Real-Time Activity Reports for call made since 6 Sept 2018



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    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:

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    Tip
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    titleNew CallHub Features

    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 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.
      (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 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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    Tip

    Previous Call Campaigns and Scripts

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    CallHub PhoneBanking Agent Caller Training Resources

    Training and Help Tips for Calling Agents

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