(Also, see our How to Make Calls video guide.)

Have your tools ready for calling!

You will need:

  • A desktop, laptop, or tablet to see the script.
  • A landline or cell phone to call in.
    • While the system can work using a VOIP calling system (Google Voice, Skype, “calling over wifi” on a cell phone) we do NOT recommend it since it makes the audio connection quality dependent on internet speed and can introduce a longer audio delay between the caller and the voter.
  • A modern browser (Chrome or Firefox).
  • (optional but highly recommended) A headset to better hear the calls and to give your arms/ears a break. You will be more comfortable and better able to hear the voters.

Tips for a better calling session:

  • Use full-screen mode in the browser for best display, and turn off ad blockers to ensure the wait screen tracking numbers are accurate for your session. Local user settings do not affect the actual data results in the database but can affect if you see a true number of connected calls for the session on the waiting screen.

If you are waiting between calls, we provide information about your logged in time, your total connected calls, and your current estimated waiting time between calls.

  • Talk directly after the beep. When you hear the beep, the voter's information will display on the left of your screen and the script will load on the right (as seen below). Due to normal internet delays, the voter has probably already said hello so do NOT wait for the voter to start talking first. Treat the beep as a “Hello” and immediately start using the script.
    • We suggest beginning your script with "Hi, this is name with organization. Can I speak with voter name?"

GIF: The beep is the best and quickest signal of a new connected call.  Information about the person connected to you and the script for your conversation becomes available within a second or two after you hear the beep.

  • Use the script buttons even if you know the script already. Data is recorded by clicking through the script (demonstrated below) so if you do not click a button for every question, no data will be recorded and the campaign will need to call that voter all over again, wasting valuable volunteer time.

GIF: Each script segment consists of a question and answers, or an action such as sending a text message or email with further information.  All buttons should have clear labels to make your selections easy.

  • Stay logged in as long as possible. If callers log in and out multiple times throughout the shift (especially without logging out at the end of a call), they slow down the system for everyone else as the system is constantly adjusting for the different numbers of active callers. When callers are logged in for a longer time, the system is able to gradually speed up more and more, leading to shorter wait times and more conversations.

Sign in and Sign out Tips:

  • Wait to press Sign In until you are ready to make calls. If you take too long to call in after signing in (2 minutes) the session will time out and you will need  get a new login.

Once you select to sign in, you will receive the next instructions for connecting your phone to the system.It may help to practice the login process a few times because you have to log in, and then call in to the system within two minutes of signing in.

  • TO SIGN OUT: Wait for the next connected call, then click “Not Ready” before saving the call results. The screen will confirm you are not receiving new calls. Then sign out and close the browser. If callers log out in between calls and not at the end of a call, new calls are already dialing out to voters. If a voter picks up, that voter may connect to an empty line or be hung up on if no other caller is available to take the call.

GIF: The selections for "Not ready" and for "Ready" appear in a new pop-up between every call, immediately after you select the proper call result.

Sign out dropdown example: