Before turning making calls with your VAN sync turned on, schedule a 15-minute meeting with an experienced GetThru staffer to give a quick overview of your script, your settings, and to give a couple of quick pointers to get the most accurate and best experience with the sync.
Turning on VAN sync without script review or VAN Sync Check-In meeting can lead to data that does not sync properly. Once you are ready to turn on your VAN sync, have ThruTalk staff check it out to be sure you are 100% ready to go.
Steps to get your script sync set up:
- Add your VAN API key in "Reporting Settings".
- Start with one of the VAN Sync compatible scripts
- Example Script: Simple Voter ID for Quick Start
- Example Script: Full Voter ID
- Example Script: Simple Advocacy with Patch Thru
- Add your script questions and map the question answers to the applicable VAN survey answers.
- Schedule a 15-minute meeting with an experienced GetThru staffer to give a quick overview of your script
Start with a VAN Sync compatible script. These scripts have built-in canvass results and use specific ending boxes to help ensure your callers close conversations with the correct term codes for accurate VAN syncing.
Note: If you do not see these example scripts in your account, please reach out to firstname.lastname@example.org and we will add them to your account.
Example: VAN Sync compatible scripts
The "Canvass Results and Specific Ending Panels" answers, other than "Talking to Correct Person" are already pre-set to sync with your VAN canvass results with no further setup required. You can find more details about VAN Sync Results in our helpful guide, found here: VAN Sync Results - The Details.
NOTE: If you delete the starting question by accident, you will need to start over using a duplicated VAN compatible starting script. Do not use the “Default Starting Question” template on the left side of the script creation tool if you are VAN syncing. It is not set up for syncing.
When setting up a question in your script, add your answers, and then select a Survey Question from the search box or an Activist Code from the Van Activist Code search box. Just start typing in the boxes to filter your options. See this guide for more info.
NOTE: Each question answer can be synced to a survey result or an activist code, not both at the same time.
Example: Selecting a survey question and answer
Save your question and your script and that's it! Your VAN sync is now successfully set up and live!
NOTE: Your Canvass Results, Survey Questions, and Activist Codes will be synced back to your VAN in 1 minute intervals, and an email will go out nightly with a report on the sync including totals, caller details, errors, and any free response answers or contact widget usage details. To check who receives the nightly email, check your reporting settings page.
Set up your ending panels to direct your callers to the correct call results. To ensure full VAN Sync functionality, you must use the ending panels that come in the VAN Compatible Example Scripts, though you may edit the messaging as you see fit. Ensure all questions end with the correct ending panel.
See FAQ: Script Results vs. Call Results for more details.
Examples of ending panels for the 3 call results.
Talked to Correct Person: