Phonebanks help your Team Members streamline the calling a list of People. Phonebanks are created from the dashboard, and completed by Team Members in the 'Workflows' tab of the Solidarity app. Predictive phonebanks and 'Anyone' power dialer phonebanks also work from a browser, through 'My Workflows' or 'Join Phone Bank'.

For product overview, see Phonebanking Software.

There are three types of phonebanks. The settings that phonebanks share with textbanks, such as targeting and contact strategy, are on Phonebank & Textbank Tasks.

Phonebank types

One-to-one

Use a one-to-one phonebank when specific Team Members should call specific targets, and you want an answer from everyone you call, for example a yes or no to an event invitation. Each Team Member gets a call list with sections such as 'TO CALL' and 'TRY CALLING AGAIN', so it is easy to call people again when they don't pick up. Tags show how many times each Person was called and how they RSVP'd.

Power dialer

The "Anyone" power dialer helps Team Members call quickly through a large list, when it doesn't matter which Team Member reaches which supporter. Team Members tap 'Start Next Call' in the 'Workflows' tab of the Solidarity app to dial the next Person on the list.

Power dialer from the browser

Team Members can also join a power dialer from their browser, with their computer's microphone and speakers. 'My Workflows' shows the predictive phonebanks, 'Anyone' power dialer phonebanks, and 'Anyone' textbanks that you are on the team for. One-to-one phonebanks and textbanks do not show there, so they need the Solidarity app.

1. Open 'My Workflows' from the account menu at the top right, and click 'Join Phone Bank' on the phonebank row. You can also open the phonebank and click 'Join Phone Bank' in the header.
2. Click Start Calling.
3. Allow microphone access when prompted.

The dashboard then opens the next contact's profile and dials. If the phonebank uses "Preview Contact Before Calling", you see the profile first, and you click Start Call or Skip. After each call, record the outcome in the wrap-up bar, then click Start Next Call. Send Text works in preview mode, during the call, and during wrap-up, with text templates.

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Important: Keep the browser tab open while participating. Closing the tab or navigating away during a call ends the call.

Predictive dialer

The "Anyone" predictive dialer helps a group of Team Members call a large list of targeted supporters efficiently. When enough Team Members call at the same time, it dials more than 1 Person per waiting Team Member, so Team Members spend less time on dial tones and voicemails. It needs the Professional or Enterprise plan. On other plans, the 'Predictive Dialer' choice is locked when you create a phonebank. See Predictive Dialer.

Confirm calls

You can create a phone bank that calls people who RSVP'd yes to an event session and are not yet confirmed. Use 'Create Confirm Calls' for the session. You can also call people who RSVP'd maybe, and add the session's hosts as team members. After you create it, add team members on the phone bank's Team tab.

Callbacks

When a supporter calls back the Chapter Phone Number after missing your call, they can be re-added to the queue to be dialed again.

Phonebank Script

Every phonebank can have a script that appears on the caller's screen during calls. Scripts support multiple languages. The right language shows automatically, based on each contact's preferred language.

The AI Script Builder drafts a script for you. Select a Call Goal, or choose 'Other' to describe your own goal. Add context about your campaign and the action you ask for. Then click 'Generate Script'. To use the draft, click 'Use Script', which replaces the current Phonebank Script. You can edit the draft like any script.

You can also write the script yourself. Use Merge Tags to personalize it:

• {{ user.first-name }}: the contact's first name
• {{ agent.first-name }}: the caller's first name

Team Members open the script from 'Script' on the Solidarity app call screen or in the browser dialer.

Magic Links for Volunteer Onboarding

A Magic Link is a signup URL that lets anyone join your phonebank without you adding them by hand. Open the phonebank's Team tab ('Team + Assignments' on one-to-one phonebanks), click 'the magic link', and copy the sldr.it link. Share it with volunteers, for example by text, email, or a printed QR code.

A person who signs up through the link is added as a Person, as a Team Member with the link's default role ('Volunteer User') and scope, and as an Agent on that phonebank. You set the role and scope in 'Magic Link Settings'. See Magic Link Team Recruitment.

Field Surveys (Branching Scripts & Data Collection)

Field Surveys let callers submit a Page Form on behalf of a contact, from the call screen or the contact's profile in the Solidarity app. Use them for branching scripts, data cleanup, and on-call forms such as petitions, pledges, RSVPs, and sign-ups. See Field Surveys.

Call Screen Layout

To choose which sections callers see first on the Solidarity app call screen, open the phonebank's Details tab, expand 'Phonebank Settings', and use 'Configure Call Screen Layout'. You can add, remove, and reorder sections such as Field Surveys, Events, and Text Templates. You can also limit which events and field surveys callers see on this phonebank.

Automated Follow-Ups (Predictive Dialer)

Predictive dialer phonebanks have two automations on the Automations tab, 'No Answer - Leave Voicemail' and 'No Answer - Send Text Message'. See Predictive Dialer.