Tips and Things to Remember:

  • Create your own training guides (documents and videos) so your callers are best prepared for your priorities and goals.  With your own specialized training program, your callers will not get confused by differences in generic training and your needs. This will help to brand your calling program as well.  For ideas to get you started, see our generic training video guides and our best practices for caller organizers guide.

  • Embed the login tool (the dialer access page) on your website so you cut down on steps, and retain more volunteers. Each step that a volunteer has to complete between deciding to make calls and actually making calls will cause a loss of volunteers; some may get confused, while others may object to the number of steps they need to take. Get the link to embed your login tool on your admin panel.

  • Use LIVE CHAT if you have issues so you get a faster response during hours of operation. Visit our operating hours page for more details on when live chat assistance is available.

Where to locate the chat support feature on your admin UI

  • Although lists do reload each morning inside our system, we recommend you only load up enough calls for the next week at most so that your lists are as fresh as possible.  Newer lists mean you will have removed numbers that were canvassed already, marked deliverability error/wrong number, or marked refused from another channel (i.e. texting or door knocks) or from another database user (if you are using VAN). 

  • We recommend loading 300 numbers per caller per hour of calling time so you have enough numbers to make it through a calling session.

  • Make sure your organizers understand their own best practices and include caller best practices in your training materials and in-person training sessions.