Phone Bank Reference Materials

General Information

• How Do I Find My Association’s Participation Rate?
• Phone Bank Implementation Training
• Phone Bank Volunteer Orientation Training
• State Rollout Webinar (slides)
• State Rollout Webinar (video)
• Local Rollout Webinar (slides)
• Local Rollout Webinar (video)
• Phone Bank Best Practices
• Phone Bank Common Scenarios
• Technology FAQs
• Social Media Guidelines for Phone-a-Friend for RPAC

Phone Bank Set-Up

• Phone Bank Checklist

	State Association	Local Association
1. Create “event” in Aristotle and send name to State Association staff.		X
2. Create webform for phone bank event	X
3. Generate and upload target list		X
4. Upload volunteer list		X
5. Write (3) emails to be sent during phone bank		X
6.Write phone bank script		X
7. Read and Follow the Phone Bank Social Media Guidelines	X	X

• Creating Events
• Creating Phone Bank Webforms – State Association Staff Only
• Creating Recurring Payment Phone Bank Webforms  – State Association Staff Only
• Generating and Refining Non-Investor Target Lists
• Uploading Target or Volunteer Lists
• Phone Bank Wizard Tutorial
• Enabling Advocates

Day Of Phone Bank Guide

• Resetting Your Advocate Password
• Volunteer Advocate Panel Overview Video (13 mins.) - This is an overview of the volunteer interface, including how to log in, view your target, process payments, search for targets and deal with common scenarios.
• Adding Additional Volunteers to Your Phone Bank - Your phone bank is ready to go, but the day of the event a new volunteer arrives wanting to make calls.  This volunteers is not part of your original volunteer list.  Follow these instructions to add any last minute volunteers to the phone bank.
• Exporting a List of Volunteer (Advocate) Information - Follow these instructions to see a list of all your volunteers, their Advocate link, Advocate password and Advocate ID.  It’s a good idea to have this information handy in case your volunteers don’t remember or cannot access their Advocate user names and/or passwords.
• Advocate Panel Login Page – Log into the Volunteer Advocate Panel and launch your phone bank!  (You will need your Advocate ID and Password handy).
  
  

Tracking & Reporting

• Phone Bank Program Report - The Phone Bank Program Report gives an overview of all phone banks held in each state association’s program.  Information available in the report includes how many calls were made per phone bank; how much money was raised per phone bank; and how many volunteers participated per phone bank.
• Phone Bank Mass Activity Report - The Phone Bank Mass Activity Report shows detailed results of one phone bank.  Information available includes: total calls placed, call status for each target contacted, which volunteer (advocate) contacted each target, how many calls were made for each of the call statuses: contributed, emailed, declined, etc.

Reimbursement

• Phone-a-Friend for RPAC Reimbursement Policy and Form