PHONEBANKER NEED-TO-KNOW QUIZ

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Thank you for volunteering to phonebank with Democrats Abroad, and for joining us to learn what you need to start calling. It’s a lot of material, but each element of good calling is critical to helping our members vote. Please take this quiz to check what you’ve learned, and to clarify items you’re not sure of yet. Passing grade: 16 out of 16.

Email *

Your Name *

Why do we phonebank? *

1 point

A. It works to get people voting

B. It helps Democrats Abroad to keep our database clean

C. It gives voters vital information they need

D. All of the above

When are you supposed to send a text message?
*

1 point

A. Only when the member asks for a text

B. Whenever you can! People are more likely to pick up the phone if they first get a text, and it gives them the web address they need

C. Only when you leave a voicemail message

D. Only when they don’t answer

Imagine you see “Call Failed” pop up at the top of your screen and the call disconnects. What do you do?
*

1 point

A. Mark “No Answer” and send a text

B. Mark “Bad Number”

C. Don’t bother sending a text

When do you mark a call as “Bad Number”?

1 point

A. The voicemail message is in a foreign language

B. The person you spoke with had never heard of the member or confirmed that the member moved

C. You hear weird sounds on the other end

D. The person hung up on you

E. You couldn't understand the language the person was speaking

The spouse answers the phone and you leave a message about Vote From Abroad. However, you don’t confirm the email address or find out if the voter needs help. How do you set the call disposition?
*

1 point

A. “Answer”

B. “No Answer”

C. “Left Message” and write in Notes that the spouse answered

D. “Try Again”

You hear a voicemail message in a language other than English. What do you do?

1 point

A. Leave a message in English and send a text in English. Mark the call as “Left Message”

B. Mark the call as “Bad Number”

C. Mark as “No Answer” and don’t send a text

D. Email Callhub-Helpdesk

You’re having a nice call, giving the member the info they need and you can hear a dog in the background. After you hang up, you notice they live a block away from you! Which of the following can you do next?
*

1 point

A. Copy their phone number to call them later so you can get to know them better

B. Copy their email so you can invite them to carpool with you to the next local DA event

C. Copy their address so you can deliver a flyer for your dog walking business in their mailbox

D. None of the above

Sometimes there is an alert “NEEDS OK TO EMAIL” in the Member Profile Panel. What do you do?
*

1 point

A. Disregard the alert, this is IT stuff

B. Ask them if they would like to receive voting info emails from us. If yes, confirm their email address. If they give a new email address, save it in the Member Profile Panel.

C. Answer the Survey Questions and write a note in the Notes box. Keep your eyes peeled for these alerts by always looking for them when you start a call.

B and C

The member has moved or has a new email address. What do you do to update the member’s data?
*

1 point

A. Send the new information in an email to CallHub Helpdesk

B. Click “Edit” in the Member Profile panel, update the information in the appropriate field, and click “SAVE” in the Member Profile panel. Then answer the Survey Question and write “updated email” in the Notes box

C. Email the member to test the new address

You ask the member if they want follow-up help and they say yes. What do you do?
*

1 point

A. Mark the call as “Try Again” so another volunteer will call again to follow-up

B. Email Callhub-Helpdesk and tell them to reach out after the call

C. Mark the Survey Question that the member wants help and describe the help needed in the Notes box

D. Try to find the information they asked for online and send them an email from your personal account

What Survey Questions can you comfortably skip?
*

1 point

A. Only the “help follow-up” question really matters, so you may skip the other ones

B. Only the "requested ballot" and "voted" questions really matter, so you may skip the other ones

C. All applicable questions matter, so if you talk to a voter please do not skip any of them

What do you write in the Notes box after a successful call where the member has already voted and you’ve answered the Survey Questions?
*

1 point

A. Nothing

B. Just an X or OK to let other volunteers who read the Notes box know that no follow-up is needed. If you updated some data, mention that in the Notes.

C. Write a detailed description of the call. Duration, outcome, etc.

Why is there music on Callhub?
*

1 point

A. For entertainment

B. To lift your spirits

C. To keep you moving in your chair so you get some exercise and stay alert

D. To remind you that the “meter” is running when you are logged into a campaign

You have a question about what you should be saying or doing during a call. What do you do?
*

1 point

A. While still in CallHub, go to votefromabroad.org and click on the red “chat” button to ask your question

B. While still in CallHub, email DA’s CallHub helpdesk to ask your question

C. While still in CallHub, go to democratsabroad.org/phonebanking to look for the answer in the training materials

D. While still in CallHub, click on the CallHub company “help” button to ask your question

E. Type your question in the Notes box, record any info on the call, then hit SAVE and LEAVE. Look for the answer in the Phonebanking User Guide at democratsabroad.org/phonebanking. If you don’t find it, email callhub-helpdesk@democratsabroad.org or ask in the phonebanking Slack channel, then log back into CallHub to continue calling.

Very infrequently a member might be reluctant to vote because of taxes. How do you handle this?
*

1 point

A. Direct them to www.democratsabroad.org/taxation and let them know that you are not authorized to give any tax advice

B. Tell them you’ve never had a problem, so you’re sure they’ll be fine too

C. Ask about their ties to the US and help them assess whether they should be concerned about taxes

Rarely, a member tells you that they have renounced their US citizenship. What do you do?
*

1 point

A. Encourage them to go to votefromabroad.org and request their ballot

B. Tell them they can no longer vote, but they can donate at www.democratsabroad.org

C. Tell them DA members have to be US citizens, so we will need to terminate their membership. Write in the Notes box “renounced citizenship” and answer the Survey Question

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