Phone Banking
for ____ (GOTV, etc.)
Add logo here
Today’s Agenda
Why are we here?
_________________ (Example: Today, we’re reaching out to our neighbors living in our district to help them register to vote.)
What is phone banking?
Phone banking is an outreach method that we can use to talk to voters directly. You will be calling voters through the Impactive app and filling out reports to share information with the campaign.
Because we are calling through the app, your personal number will not be used to call voters.
Calling on Impactive: Mobile App
CREATING AN ACCOUNT
CREATING AN ACCOUNT
1
Find the Impactive app on the App Store (iPhone) or Google Play (Android).
Download the app.
Select your language.
CREATING AN ACCOUNT
2
Enter your email to get your log-in link.
CREATING AN ACCOUNT
3
Check your email inbox and click the Sign Up button.
CREATING AN ACCOUNT
4
Enter our campaign code:
_ _ _ _ _ _
CREATING AN ACCOUNT
5
Fill in your details.
CREATING AN ACCOUNT
6
Bonus Points:
Turn on notifications to get our updates.
CREATING AN ACCOUNT
7
Calling on Impactive: Mobile App
TAKING ACTION
On the home page, find today’s action:
___ (action title)
TAKING ACTION
1
It’ll look like this!
Click “Start.”
TAKING ACTION
1
Review your script for today’s call.
TAKING ACTION
2
Review the phone banking instructions.
TAKING ACTION
3
Once you’re ready, tap “I’m Ready to Start.”
TAKING ACTION
4
Enter your phone number and tap “Call Me.”
You’ll receive a call on your phone - answer it!
TAKING ACTION
5
Answer the call, and navigate back to the app without hanging up.
TAKING ACTION
5
Once you answer, click “I’ve Answered the Call”.
TAKING ACTION
5
Remain on the line for the entire session - don’t hang up the actual phone call, even when you finish talking to a certain contact.
TAKING ACTION
5
You’re in! Tap “Get Started” to navigate to the script.
TAKING ACTION
6
You’ll see the script once more.
Talk yourself through it a handful of times to familiarize yourself with it before starting your calls.
TAKING ACTION
7
Tap “Queue Next Call” to be connected to a contact.
TAKING ACTION
8
As soon as you see “Active Call”, say “Hello” immediately and dive in!
TAKING ACTION
9
Select the recipient’s response to navigate through the script in real time.
TAKING ACTION
10
Once the call has ended, fill out the call outcome.
Remember - don’t actually hang up the call on your phone, only click “Hang Up” in the Impactive app!
TAKING ACTION
11
Then, you’ll have a chance to edit script responses from the call, if necessary.
TAKING ACTION
12
Finally, fill out a report on the contact.
TAKING ACTION
13
Celebrate!
Select “Continue” to move on.
TAKING ACTION
14
Keep going! Tap “Queue Next Call” to move on to your next contact.
TAKING ACTION
15
Calling on Impactive: Web
CREATING AN ACCOUNT
Navigate to app.impactive.io and select your language.
CREATING AN ACCOUNT
1
Enter your email to get your log-in link.
CREATING AN ACCOUNT
2
Check your email inbox and click the Sign Up button.
CREATING AN ACCOUNT
3
Enter our campaign code: _ _ _ _ _ _
CREATING AN ACCOUNT
4
Fill in your details.
CREATING AN ACCOUNT
5
Calling on Impactive: Web
TAKING ACTION
On the home page, find today’s action:
_____ (action title)
TAKING ACTION
1
Review your script for today’s call.
TAKING ACTION
2
Review the phone banking instructions.
TAKING ACTION
3
Once you’re ready, click “I’m Ready to Start.”
TAKING ACTION
4
Grab your phone.
TAKING ACTION
5
Enter your phone number and click “Call Me.” You’ll receive a call on your phone - answer it!
TAKING ACTION
5
Answer the call.
TAKING ACTION
5
Once you answer, click “I’ve Answered the Call”. Remain on the line for the entire session.
TAKING ACTION
5
You’re in! Tap “Get Started” to navigate to the script.
TAKING ACTION
6
You’ll see the script once more. Talk yourself through it a handful of times to familiarize yourself with it before starting your calls.
TAKING ACTION
7
Click “Queue Next Call” to be connected with a contact.
TAKING ACTION
8
As soon as you see “Active Call”, say “Hello” immediately and dive in!
TAKING ACTION
9
Select the recipient’s response to navigate through the script in real time.
TAKING ACTION
10
Once the call has ended, fill out the call outcome.
TAKING ACTION
11
Then, you’ll have a chance to edit script responses from the call, if necessary.
TAKING ACTION
12
Finally, fill out a report on the contact.
TAKING ACTION
13
Celebrate!
Select “Continue” to move on.
TAKING ACTION
14
Keep going! Click “Queue Next Call” to move on to your next contact.
TAKING ACTION
15
Questions?
Let’s call!
Debrief!
Sign up for our other actions!
Future actions