Solidarity Tech has built-in phonebanking and textbanking to help your Team Members contact your supporters for mobilizations. Team Members work tasks in the "Workflows" tab of the Solidarity app. Predictive phonebanks, "Anyone" power dialer phonebanks, and "Anyone" textbanks also work from a browser, through "My Workflows" in the dashboard.

This page covers the settings that phonebanks and textbanks share. The term Task refers to either a phonebank or a textbank. Tasks are multilingual. In "Anyone" power dialer phonebanks and "Anyone" textbanks, Team Members contact supporters whose preferred language they speak, in their preferred or secondary languages. So a task that targets Spanish speakers needs Team Members who speak Spanish. The predictive dialer does not match languages.

Availability

Each Task has a begin time and an end time. A task shows in the "Workflows" tab of the Solidarity app from its begin time. After its end time, only its textbank replies stay visible there. Eligible Team Members can change these times in the dashboard. A new Task begins immediately and ends in 1 week by default.

Contact Strategy

The contact strategy sets which Team Members contact which targeted supporters. You choose it when you create the Task. You can't change it later.

Anyone

Any eligible Team Member can contact any targeted supporter, first come, first served. Use it for a mass mobilization where it does not matter which Team Member contacts whom.

One-to-one

Every targeted supporter gets a specific Team Member who is responsible for contacting them. Use it for a smaller, targeted mobilization, for example an invite-only meeting.

The default assignment strategy sets which Team Member, if any, gets each new target. You can change the Team Member for any one person later.

• Assigned agent uses each person's agent assignment. People with no agent assignment go to "Unassigned". The contact's agent needs the "Can Be Assigned Agent" permission. A Team Member on the task needs the "Workflow Agent" permission to call or text.
• Split evenly amongst selected Team Members divides all targets evenly among the Team Members you select. You can edit this list later.
• None leaves all targets in "Unassigned", for you to assign later.

Targeting

Choose who to contact on the Task's "Targeting" tab. When you create a Task, you can make it part of an Event. The Task can then target only the People you invite on the event's "Invited" tab, and it shows in the "Outreach Tasks" section of the event's dashboard page.

By default, phonebanks can only target People with Call Permission, and One-To-One textbanks can only target People with P2P SMS Permission. 'Anyone' textbanks need both SMS Permission and P2P SMS Permission. You don't need to add these to the filter.

Targeting (Anyone)

Create a filter. Use the 'Saved List' rule with 'includes' to target a saved list, or with 'excludes' to skip it. "Order to Call/Text" sets the order of contact, by account creation date, last activity, or a custom filter. The default is the newest accounts first.

Targeting (One-To-One)

Add People one at a time by name, or add many at once with a filter. To remove many People at once, use 'Remove Targets with Filter'. Each targeted person also needs a Team Member assigned to contact them. See Team + Assignments.

Settings

Operating hours limit the hours when Team Members can work the Task in the Solidarity app.

Call/Text attempt goal caps the progress bar in the Solidarity app, so a large Task looks more manageable to Team Members. Phonebanks show "Call Attempts Goal", and textbanks show "Text Batch Contact Goal".

Task text templates

Task text templates work like regular Text Templates. They are in "Task Text Templates" on the task's Automations tab. They belong to the task's event, so every task on that event shares them.