Creating a Script

Before you can begin calling, you need to build a script in the Script Manager. Below are step-by-step instructions and links to articles with more information on each subject.

After each change, save your script, test the script logic, and use the Admin Script Preview.

Step by Step:

  1. There are two ways to create a script but this outline will be creating a script from scratch. This will be an empty script. Click the "Create a New Script" button to proceed.Create new script

  2. Click on or drag the Default Starting Question template from the left panel to insert it into the script body.Starting question insertion
  3. Add your next question to follow the Starting Question. Usually, radiogroup will be the best choice, and they should be chosen if collecting only one answer per question, but you can add other General question types or Templates to your script. Once added you will need to configure the following:

    Start by editing your question . Click the edit button for that question.Starting question insertion - Each question needs a unique name and should always be set when you create a new question.- The Question Text is the text your caller will see.Question text- Answers are the buttons.
        - Value is for what you see in reporting.
        - Text is what the caller sees as options to click.
        - Button Color can be changed.
    Having green buttons for affirmative or positive answers and red buttons for negative responses will help with script readability.
    - VAN Answer/Van Activist Code This is where to map VAN Survey Questions or Activist Codes Mapping Survey Questions- Visible If  will set the conditions in which the question will appear. Use the dropdown menus to select a question, an operator, and corresponding value that will fulfill the needed condition. 

    Since this is the first question after the Starting Question the visible if will be set to appear if the caller clicks on "Talking to Correct Person".
    -Hit the Add button and the editor will generate the statement
  4. Decide on your script flow and repeat the previous step to add additional questions.
    • Normally a question's visible ifs will be based on the previous question's answers so your next question's visible if logic might look like this based on these examples:
    • To appear from specific answers to the previous question:
      • {FavoriteColor} = "Red"
      • {FavoriteColor} = "Green"
      • {FavoriteColor} = "Blue"
    • To appear if ANY of the previous answers are selected
      • {FavoriteColor} notempty
  5. Once you are done adding questions to the script you will need to set all visible if conditions on your ending text which is included in the Default Starting Question template so callers know when the script is complete. Any early script exits should be accounted for such as a "Strong Oppose" ID. 
        - If the ending text is set to appear after the last question in your script the visible if will look like this:Visible if
  6. Check your questions are in order.
  7. Once you feel you have it to a good place, check the link for what callers see in the external script preview. 
  8. Click through the script one last time to be sure it is ready for your callers. We highly encourage you to read your script aloud before you start calling to test the length and make sure that it sounds natural. 
  9. Your script is ready for use!