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Tasks to Get Out the Vote
Voter Registration

Data Management
Voter Outreach Person to Person
Engage New Voters
Targeted Lists
Postcards

Door to Door Canvass
Virtual Phone Bank Canvasses
Robocalls
Voter Outreach Digital
Create Targeted Slate Cards
Send Text Messages
Target your Text Messages with EMS
Send Email Messages Using FES

Tools to Conduct Tasks
VoteBuilder (VAN) Basic
VoteBuilder 101

Getting Started with VoteBuilder

VoteBuilder (VAN) Advanced
Creating Survey Questions, Scripts and Activist Codes
Lists – Advanced

Specialized Lists
VoteBuilder Tutorial
VoterBuilder Basic
Getting Started

Finding Voters

Lists

Turfs

Using MiniVAN

Data Entry

VoteBuilder Advanced
Data Entry Advanced

Lists Advanced
MiniVAN Campaign

MiniVAN Tasks in VoteBuilder

Monitor the System

My Campaign Functions

Phone Banks

Reports
Scripts
Users

MiniVAN Users

MiniVAN
Mobilize

Movement Labs Texting
Target your Text Messages with EMS
Send Email Messages Using FES
VAT
VAT
VAT to VAN Tutorial

Manage Active Phone Bank Rounds

When callers attempt all numbers on a list, that round of calls is deemed
“complete”.
Callers will no longer be able to access that phone bank unless you
take action.

It is quite likely that while all voters in the phone bank have been called, many
were not reached.
The caller may have left a message, but that is not always the
case. In this event you will want to give callers access to these numbers again to
make a second round of calls.

There are multiple ways to provide access for a second round of calls in an active
phone bank.

1. Display the Virtual Phone Bank List from the Organizing section of the left
menu and locate the Phone Bank you want to manage.

2. Use the slide bar at the bottom of the screen to scroll to the right.

3. Click on the down arrow for that phone bank.

4. Select Refresh and Send to Next Round.

You can also complete this task for several phone banks at one time.

5. Click the boxes next to the names of the phone banks you want to send to the next
round.

6. Select Refresh & Send to Next Round.

Finally, you can open the details screen for an Active Phone Bank and
select Send to Round #. (Note: the number will vary depending on
which round has been completed.)

It is important to be persistent when making calls to voters. If they are not
reached on the first round, they should be called a 2nd, and if needed, 3rd
time. However, you do not want to alienate voters. We recommend you limit the
calls to three rounds if you are calling for volunteers.

Manage Active Phone Bank Rounds

When callers attempt all numbers on a list, that round of calls is deemed
“complete”.
Callers will no longer be able to access that phone bank unless you
take action.

It is quite likely that while all voters in the phone bank have been called, many
were not reached.
The caller may have left a message, but that is not always the
case. In this event you will want to give callers access to these numbers again to
make a second round of calls.

There are multiple ways to provide access for a second round of calls in an active
phone bank.

1. Display the Virtual Phone Bank List from the Organizing section of the left
menu and locate the Phone Bank you want to manage.

2. Use the slide bar at the bottom of the screen to scroll to the right.

3. Click on the down arrow for that phone bank.

4. Select Refresh and Send to Next Round.

You can also complete this task for several phone banks at one time.

5. Click the boxes next to the names of the phone banks you want to send to the next
round.

6. Select Refresh & Send to Next Round.

Finally, you can open the details screen for an Active Phone Bank and
select Send to Round #. (Note: the number will vary depending on
which round has been completed.)

It is important to be persistent when making calls to voters. If they are not
reached on the first round, they should be called a 2nd, and if needed, 3rd
time. However, you do not want to alienate voters. We recommend you limit the
calls to three rounds if you are calling for volunteers.

Resources



Tasks to Get Out the Vote
Voter Registration

Data Management
Voter Outreach Person to Person
Engage New Voters
Targeted Lists
Postcards

Door to Door Canvass
Virtual Phone Bank Canvasses
Robocalls
Voter Outreach Digital
Create Targeted Slate Cards
Send Text Messages
Target your Text Messages with EMS
Send Email Messages Using FES

Tools to Conduct Tasks
VoteBuilder (VAN) Basic
VoteBuilder 101

Getting Started with VoteBuilder

VoteBuilder (VAN) Advanced
Creating Survey Questions, Scripts and Activist Codes
Lists – Advanced

Specialized Lists
VoteBuilder Tutorial
VoterBuilder Basic
Getting Started

Finding Voters

Lists

Turfs

Using MiniVAN

Data Entry

VoteBuilder Advanced
Data Entry Advanced

Lists Advanced
MiniVAN Campaign

MiniVAN Tasks in VoteBuilder

Monitor the System

My Campaign Functions

Phone Banks

Reports
Scripts
Users

MiniVAN Users

MiniVAN
Mobilize

Movement Labs Texting
Target your Text Messages with EMS
Send Email Messages Using FES
VAT
VAT
VAT to VAN Tutorial