Volunteer Walkthrough: Phone Banking on Web

  • Updated

Overview

This article will review:

  • Completing a phone banking action on the web.

 

Phone Banking with Impactive (Web)

Within this section, we will walk through how to participate in a phone bank on the Impactive web.

  1. Join the action. From the Impactive home feed, select the phone banking action you want to join. Then select, “START
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  2. Choose your role. To begin the dialer session and enter the conference line select, “I want to phone bank” Some volunteers will have the option to "queue calls". Only use this button if your role is to queue calls for the remainder of the phone bank. Otherwise, click "phone bank".
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  3. Read the instructions. At this point, volunteers will be able to see the instructions associated with the event. Volunteers can also preview the script the campaign has put together by clicking on "Script".
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  4. Start receiving calls. Once volunteers have finished reviewing the scripts and instructions, and are ready to begin they will want to initiate their participation as a caller by clicking “I AM READY TO PARTICIPATE.” After entering your phone number and clicking “CALL ME” volunteers will receive a phone call through their phone’s native calling app -  answering this call will place them into the conference line. Volunteers may need to login to their cell phone carrier account and make sure that spam filtering is turned off.
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    • Once you have answered the call, select “I’VE ANSWERED THE CALL” you will then receive a YOU’RE IN” confirmation message.
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    • Note: When you are connected to a call, the information on your screen will update automatically.
    • When you are comfortable with the instructions and script and ready to be connected to campaign contacts click, “QUEUE NEXT CALL”.
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    • Your screen will then say “We are connecting you with the next contact
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    • Your screen will change to include a contact’s information when you are connected to a contact. Start reading the script and enter the contact’s responses as you go.
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    • You can end the call at any point by clicking “Hang Up”.
    • When the call ends you will see a red banner toward the top of the screen announcing “Call Ended” and will be prompted with the question, “What was the outcome of the call?” Select the response that best describes the call and then click “Submit”.
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    • You will then receive this message, “Your call has ended. Do you need to edit your answers?
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    • If you made a mistake, or forgot to enter a response, you can go back through the script to select the appropriate responses by selecting “I NEED TO EDIT”. Otherwise, select “I’M ALL DONE.” Note: Selecting the “I NEED TO EDIT” option will erase all the previous recorded responses and the user must start over and enter the response from each of the corresponding script blocks. Once completed, you will be taken to a call summary screen and will be asked to fill out a few more prompts. When finished, select "SUBMIT". Once the report is submitted you will be given a congratulations message, from this page you will also be able to see how many conversations you’ve completed. 
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  5. Volunteers may need to login to their cell phone carrier account and make sure that spam filtering is turned off in order to join the phone bank.
  6. Volunteers may need to login to their cell phone carrier account and make sure that spam filtering is turned off in order to join the phone bank.
  7. Volunteers may need to login to their cell phone carrier account and make sure that spam filtering is turned off in order to join the phone bank.
  8. Keep calling - you’ve got this! When you are ready to be connected to another contact, click “CONTINUE” and then select "QUEUE NEXT CALL.” By clicking this button you will be added to the queue and marked as available to receive another contact.
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  9. Exiting the phone bank. If you are finished calling before your campaign has closed the phone bank, select the End Session button to end your volunteer shift. 

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