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Phonebanking Training

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Training Agenda

1 - Why phonebank with DA?

2 - Key messages

3 - How to phonebank with CallHub

4 - Demo calls

5 - Review

6 - Feedback from CallHub helpdesk

7 - Creating your DA CallHub Account

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1 – Why phonebank with DA?

Make a difference - help voters get their ballots & vote
Flexible commitment
Free and easy-to-use software
No cold calling
Clean the DA database

Why phonebank with Democrats Abroad?

Because you can make a difference and the overseas vote has been the margin of victory in several races over the last few years.
Phonebanking works! When we talk to people and text them, they do what we ask. They go to votefromabroad and they vote!
There are many critical races that are very close. That’s where we can be the margin of victory. Every vote counts. Every call helps! And the more calls we make the more people will vote. You can make calls whenever you have time. There are almost always campaigns on and you don’t need to worry about time zones. Callhub won’t let you call people in a region where it’s not a good time to call.
The software is free of charge for you, and as you will see during the training, it’s very easy to use.
You only need a laptop, a PC or an Android tablet with a good Internet connection. The software runs on Chrome (the preferred browser), and some callers use Edge, Safari and Firefox.
We only call our members and everybody we call has agreed to receiving these calls. We don’t do cold calling. We have a very good pick-up rate of about 22% and we can also text members and reach about 90% of them by phonebanking
Reaching out to our members is also a chance to keep our database up to date. We always have them confirm their email address, voting state and voting zip code.

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2 – Key Messages

Request your ballot at VFA and vote �

�

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2 – Key Messages

Request your ballot at VFA and vote�
Vote in every race on your ballot!�

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2 – Key Messages

Request your ballot at VFA and vote�
Vote in every race on your ballot!�
Spread the word - tell your friends and family!

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2 – Key Messages - Watch for Bolded Messages

Ballot Requests

Ask for your ballot be sent by email via votefromabroad.org.

States That Require a Postal Return

Encourage voters to fill out and return a backup ballot now*.

States That Allow Electronic Return

Return ballots electronically (email, fax, portal upload).

*Find out more about backup ballots: https://www.votefromabroad.org/faqs

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3 – How to phonebank with CallHub �Log in

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3 – How to phonebank with CallHub �Select a campaign by clicking on its green Join or Resume button

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3 – How to phonebank with CallHub �Read Notes to Caller and click to read Campaign Instructions

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3 – How to phonebank with CallHub �Familiarize yourself with the branching script and Survey Questions

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3 – How to phonebank with CallHub

Branching Scripts

Organized in branches�
Bullet points instead of full sentences

Pay attention to the messages in bold;�they are specific to this member and where they vote

Choose an answer or click Next or Skip to move to the next section

Keep clicking Next and answering survey questions until you reach the End screen that gives the next steps for Notes and Call Disposition

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3 – How to phonebank with CallHub�When ready to call, click the blue Join Campaign button

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3 – How to phonebank with CallHub �Music starts, more buttons appear...click the green Next Call button

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3 – How to phonebank with CallHub �Now you’re live!

Member Profile – on the left. Call Dispositions and Notes box – on the right.

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3 – How to phonebank with CallHub

What to do during/after the call

Send text
Key Messages

Survey Questions
Notes box

Update member’s data
Choose Call Disposition

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3 – How to phonebank with CallHub �Leave a message

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3 – How to phonebank with CallHub �Leave a message

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3 – How to phonebank with CallHub � Sending a text

Please don’t change the text.

The name automatically fills in.

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3 – How to phonebank with CallHub �Adding a new cell phone number

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3 – How to phonebank with CallHub �Updating member’s data��

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3 – How to phonebank with CallHub �Updating member’s data��

Type new data

Click the green Save

button in the Profile panel

Write in the Notes Box

“updated address”

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3

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3 – How to phonebank with CallHub � Special alerts in the Member’s Profile

Look for these alerts in the Member Profile:

“NEEDS OK TO EMAIL”

or

“EMAIL NEEDS UPDATE”�

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3 – How to phonebank with CallHub

Answer every question

The script includes several critical survey questions. Make sure to answer every question all the way to the end!

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3 – How to phonebank with CallHub�

Choosing the right Call Disposition

ANSWER - Conversation with member, questions were answered

LEFT MESSAGE - Voicemail or household member

NO_ANSWER - No answer, no connection, person hangs up, VM full

TRY AGAIN - Busy, ask for callback, you had to hang up, sound issues

BAD NUMBER - Wrong number, confirmed by the person you talked to - BE CAUTIOUS WITH THIS ONE

Answer is the call disposition when you speak to the member and you get ALL your questions answered.

Left Message is the call disposition you want to choose when you left a message on the mailbox or with a household member

NO_ANSWER is the call disposition when there is no answer. Choose No Answer if they don’t pick up the phone, the call fails or the person hangs up on you.

Try Again is the right call disposition if the member was busy, you had to hang up or the member asked you to call again. Please also choose Try again if you had sound issues during the call.

Bad Number is the right call disposition if the number is wrong. Bad Number means the number you called doesn’t belong to the member. Choose Bad_Number only when the person you spoke to confirms that the number is wrong. If you mark a call as bad number we will delete the phone number for ever.

It’s helpful to have the call disposition chart up when you phonebank.

Also know that you're not alone out there. If our reviewers see that there was a better call disposition to pick, they'll send you an email to coach you on the best one to choose for the situation.

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3 – How to phonebank with CallHub �Notes Box

Problems or mistakes? Bad number? �Voter needs help? Sent a Text?

Let us know in the Notes Box!

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3 – How to phonebank with CallHub �Notes Box

Answered call but no feedback needed and no updates made?

You should add ‘Sent text’ or ‘Could not send text’ in the Notes Box!

Tip: Use Ctrl-V ‘Paste’ to speed-up entering ‘Sent text’ in this box

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3 – How to phonebank with CallHub �Notes Box �

Helpful messages:

“Wants Emb diplomatic pouch drop-off deadline”
“Moved back to USA, wants to be DA alumni”
"Lost connection. Couldn’t complete survey”
"Bad number. Person who answered never heard of member”
“Sent text”
“Could not send text”

Not so helpful messages:

“Says ok, but I think they need help”
“Won’t vote this time, have someone reach out”
“We had the same teacher in 2nd grade!”

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3 – How to phonebank with CallHub� �Save & Next �or simply Save,

then Leave?

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3 – How to phonebank with CallHub

What to do during/after the call

*If any information was changed

	Answered	Left Message	No Answer/Bad Number/Try Again
Convey key messages	✅	✅
Choose call disposition	✅	✅	✅
Send text	✅	✅	✅
Fill out survey questions	✅	✅	✅
Update member’s data	✅
Leave notes in Notes box	✅	✅	✅

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4 – Demo calls

A typical call

�How to leave a message ��How to add a mobile number

How to edit a member’s profile

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7 – Review 6

Three key messages of most calls:

Request your ballot using VoteFromAbroad.org and vote!

Vote down-ballot if you can!

Spread the word!

5 – Review

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7 – Review - the do’s of phonebanking

Make calls! Make calls! Make calls!

Send texts and leave voicemail messages

Confirm at least email and save new contact info

Be careful marking “Bad number”

If the member has questions, mark Survey Question for follow-up

and write in the Notes box

5 – Review

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5 - Review - the don’ts of phonebanking

Don't go	to CallHub without signing up on the DA website
Don't email or text	voters from your private email account or phone
Don’t go	into long, complicated conversations
Don’t stay	logged into a campaign if not calling; make sure music stops
Don’t give	tax advice; suggest members consult www.democratsabroad.org/taxation

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5 – Review - resources for DA phonebankers

Local, regional or global Phonebanking or GOTV Coordinator

Fellow DA phonebankers on Mighty - we’ll send a link

www.democratsabroad.org/phonebanking – scripts, training slides & videos, etc.

www.democratsabroad.org/phonebanking_training – live training sessions & events

www.votefromabroad.org/FAQs - general info on overseas voting

callhub-helpdesk@democratsabroad.org

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8 – Feedback from Callhub Helpdesk 7

Other DA volunteers review all the Note boxes to update the database and arrange follow-up help

Follow-up questions to callers may be necessary

Provide you with useful feedback for future calls

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7 – How to sign up to be a DA phonebanker

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7 – How to sign up to be a DA phonebanker

Go to democratsabroad.org/phonebanking_signup (you will need to log in to the DA site)
Take the quiz (you’ll get an email with the link)
Go to callhub.io to start making calls!

Email us with any questions: callhub-helpdesk@democratsabroad.org

For those of you who do not have a callhub account yet, go first to the Democrats Abroad website and Sign in with your email address and password. You may have to activate or reset your password. The address at the top of the slide is where you need to go.

NOTE TO PRESENTER: THE DA CALLHUB TEAM WILL EMAIL THESE LINKS TO THE ATTENDEES AFTERWARDS.

Then go to the sign up page which is the second address on the slide.

You will need to answer a couple of questions, click to accept the DA confidentiality agreement
Then you will get an email with your CallHub username and a link to set your CallHub password

The next step is to take phonebanking quiz. You will be led there through this process.

Once you pass the quiz, the IT team will add you as a phonebanker.

Now you can go to Callhub’s login page, sign in with your username and password and start phonebanking! You can email us with questions at callhub-helpdesk@democratsabroad.org Let’s watch a recording explaining how to sign up.

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7 – How to sign up to be a DA phonebanker

You’re ready to go to https://www.democratsabroad.org/phonebanking_signup and sign-in.

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Thank you for attending this training…

…and for making calls,

helping U.S. citizens abroad to vote, and electing Democrats!

Updated Jan 2026

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Now get started!

Go to democratsabroad.org/phonebanking_signup to make your CallHub account (you will need to log in to the DA site).

Then take the quiz (you’ll get an email with the link after you create your account).

We’ll see you in CallHub!