Phone Banks
Phone Banks is the workspace for calling programs. It helps organizers plan who is calling, when they are calling, what equipment they need, and whether the event has enough capacity to hit its goals.
What you can manage
- in-person or virtual phone banks
- assigned callers
- scheduled windows
- manual dialer versus auto-dialer mode
- expected calls and expected contacts
- phone, headset, and dialer seat readiness
- scripts and live status
- post-event results
Manual dialer vs auto-dialer
Phone banks can use different call-rate assumptions depending on dialer mode.
- Manual dialer — lower calls per hour, useful when volunteers are dialing one by one
- Auto-dialer — higher calls per hour, useful when a dialer tool increases throughput
The rates come from Settings, so a campaign can tune them to match real performance.
Planning a phone bank
Before the event, check:
- Are enough callers assigned?
- Does the schedule have a clear start and end time?
- Is the dialer mode correct?
- Do we have enough phones, headsets, or dialer seats?
- Are expected calls and contacts realistic?
After the event
Log actual turnout, completion, and notes. This helps the campaign improve future phone bank plans.