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Canvassing

What is phonebanking?

Ciara O Riordan
Marketing
5 min read

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What is phonebanking?

Phonebanking is a very efficient voter outreach method whereby your campaign team sit down and go through a list of voters to contact by phone. Ecanvasser is one of the main software platforms that help you conduct phonebanking operations. An individual team member will be assigned a list of people and they can move their way through that list, ticking them off as they make calls via the mobile app Walk. It is best employed as a way to follow up with voters who have indicated an interest in your candidate or in the run up to election day for get out the vote purposes.

Getting started

For a Phone Banking operation, invite team members to your campaign as normal, as outlined in the following article:

Inviting your Team to Join the Campaign

As Phone Banking is completed via the Ecanvasser Dashboard, ensure that you set the Permission Level for these Team Members as Staffer.

Next, you will want to create lists to assign to your Phone Bankers. Remember you can create a list from the [Database] tab (https://support.ecanvasser.com/your-dashboard/people-tab/groups-from-the-people-tab) or the Map tab.

Remember, your lists need only be as segmented as you require, so if you want to only ring people who were undecided about your candidate you can do this.

Phone Banking in Action

Many different groups will use the list creation tool to sync different kinds of segmented lists to their teams out in the field.
This is very common during a political campaign or a fundraising drive. Each contact who has a phone number associated with thier profile on the Ecanvasser system, can be contacted once consent is given.

They will appear on a list on the Walk app and the phone icon will appear next to their name on the canvass screen. Once the call icon is pressed, a call will then begin from your mobile device. You can carry out a virtual canvass in this manner and simply populate any of the findings from your conversation back into the Walk app after you hangup.

It is very important to click save after you complete your virtual canvass in order for the information to sync back to the dashboard. This means that you are collecting vital data without visiting homes. It is a much faster, more cost effective manner of doing outreach.

Interested in team management and field outreach?

If you would like to talk to us about Events, please reach out to our team here.
Speak to sales

Listening to our current users,  we are aware that there can be an internal struggle of team management when it comes to organizing quickly. To get people out on doors, the back and forth over Whatsapp, Messenger, and (insert other apps here) can be endless. We aim to streamline this process for you with Ecanvasser. Now organizers can commit via the Walk app (their canvassing app!) and get notified in the run-up to the event so that they don’t forget. By building it into the door knocking process life has gotten a lot easier for campaign managers.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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Listening to our current users,  we are aware that there can be an internal struggle of team management when it comes to.

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