Phonebanks help your Team Members streamline the calling a list of People. Phonebanks are created from the dashboard, and completed by assigned Team Members via the "Workflows" tab in the mobile app.

For product overview, see Phonebanking Software.

When a supporter calls back the Chapter Phone Number after they miss your call, they're re-added to the top of the queue to be dialed again. There are three distinct types of phonebanks, and it usually makes sense to use one over the others, depending on the circumstances. This section aims to help you understand the three types so you can make an informed decision based on your goals.

Phonebank types

One-to-one

A one-to-one phonebank should be used when you want specific Team Members to call specific targets, and you want to make sure to get an answer from everyone you call (usually a yes or no response to an event invitation). This phonebank will create a call workflow consisting of a list of targeted supporters, dynamically sorted into multiple sections (To call, Try calling again, Got Answer). This structure makes it easy to call people multiple times if they don't pick up initially.

It's usually advised for Team Members to simply call the next Person at the top of their call workflow list, until they have received an answer from everyone. Once a contact has RSVP'd to the event (as a yes, no, or maybe), they will be moved to the bottom of the lists. Contacts who return your call after initially missing it, will be moved back to the top of the list to call again. Tags on each Person in the list will inform Team Members of how many times they've been called during the workflow, and how they RSVP'd

Power dialer

The anyone "power dialer" helps Team Members quickly call through a list of supporters. Team Members will simply open up their app "workflow" tab and tap a "Start next call" button to be connected with the next supporter on the list. Once they tap the button they will be taken to the next Person on the call list's call screen and begin to hear the dial tone. Use this phonebank type when you want to call a large list of supporters, and it doesn't matter which of your Team Members connects with each of your supporters.

Predictive dialer

The anyone "predictive dialer" helps a group of Team Members efficiently call a large list of targeted supporters. To see a full explanation for how the predictive dialer works, visit it's documentation page.

This type of phone bank has many advantages. First, it allows you to call through a large list of People most efficiently, because multiple calls can be made for each Team Member at the same time. Also, because Team Members aren't spending so much time listening to a dial tone and arriving at voicemails, it's good for Team Member morale. The predictive dialer only dials more than 1 Person per waiting Team Member when you have 3+ Team Members calling at the same time - so you must have a group of Team Members active at the same time to experience the efficiency gains.

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 setting.

AI Script Builder

The AI Script Builder generates professional phonebank scripts based on proven organizing methodologies. You don't need to be an experienced organizer to create an effective script.

How It Works

1. Select your Call Goal from the dropdown:

   • Event RSVP (initial invitations or confirmations)
   • Petition Signature
   • Pledge/Card Signing
   • Action Commitment
   • Donation (one-time or recurring)
   • Get-Out-The-Vote
   • Candidate Support
   • Issue Advocacy
   • Or enter a custom goal

2. Provide context:

   • Campaign Description - What's the campaign about? What are you fighting for?
   • Action Request - The specific thing you're asking people to do
   • Urgency Factor - Why does acting now matter?

3. Click Generate. The AI builds a conversational script structured around organizing best practices.

What You Get

The generated script isn't a rigid word-for-word read. It's a flexible guide with:

• Introduction - How to open the call naturally and grab attention
• Conversation prompts - Questions to draw out the person's experiences and concerns
• Talking points - How to connect their concerns to collective action
• The ask - How to make a clear, direct request
• Response handling - Guidance for yes, no, and maybe responses

For event-related goals, the script includes specific instructions like "a maybe is essentially a soft no" and how to push gently for firm commitments.

Editing the Script

The generated script is a starting point. You can edit everything - add your own language, remove sections that don't fit, adjust the tone. The script editor supports rich text formatting.

Writing Scripts Manually

You can also write scripts from scratch or bypass the AI entirely. Use Merge Tags to personalize:

• {{ user.first-name }} - Contact's first name
• {{ agent.first-name }} - Caller's first name

Scripts show in the mobile app during calls. Team Members can scroll through while talking.

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Magic Links for Volunteer Onboarding

Need to onboard volunteers quickly for a phonebank? Use Magic Links - a special signup URL that lets anyone join your phonebank without you manually adding them.

How It Works

1. Open your phonebank and go to the Team tab
2. Look for "Magic Link" and click to expand
3. Copy the sldr.it link that appears
4. Share this link with volunteers (via text, email, Slack, printed flyer, etc.)

When someone opens the magic link:

• They enter their name, email, and phone number
• They're automatically added as a Person in your database
• They're added as a Team Member with Volunteer role
• They're assigned as an Agent on that specific phonebank

This is perfect for last-minute phonebanks where you don't have time to add everyone manually. Share the link at an event, in a group chat, or on a printed QR code at your phone bank location.

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Tip: Generate a QR code from your magic link and display it on a screen when volunteers arrive. They scan, sign up, and they're ready to call within minutes.

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Field Surveys (Branching Scripts & Data Collection)

Field Surveys allow you to submit a Page Form on behalf of a contact directly from the call screen or their profile within the mobile app. This is one of the most versatile features in Solidarity Tech's phonebanking toolkit. Common use cases include:

• Branching scripts: Build dynamic, conditional call scripts that guide callers through different paths based on a contact's responses.
• Data cleanup: Allow callers to update contact information (email, phone, address, etc.) during a call.
• On-call forms: Complete petitions, pledges, surveys, or sign-up forms on behalf of a supporter while on the phone.

Setting Up a Field Survey

1. Go to Pages in your dashboard and create a new Page (a Basic Form works well for most use cases).
2. In the Form tab, build out your form using any combination of form fields, including user fields, custom fields, dropdowns, radio buttons, and more.
3. Once your form is ready, scroll to the Form Settings section at the bottom of the Form tab and enable "Field Survey."

4. Team Members on the mobile app can tap the Field Surveys button during a call or while viewing a contact's profile, select the appropriate form, and fill it out on behalf of the contact.

Building Branching Scripts

Field Surveys are the primary way to build branching scripts (also known as dynamic scripts or conditional scripts) for your phonebanks. Instead of a static script that every caller reads the same way, a branching script adapts in real time based on the contact's responses.

How to Build a Branching Script

1. Create a Page Form with the questions and talking points you want callers to follow.
2. Use conditional visibility on form fields. Set fields to "Visible conditionally" so they only appear when a previous answer matches a specific value. For example:
   • If the contact says "Yes" to attending an event, show follow-up questions about transportation needs.
   • If the contact says "No," show a different set of fields with objection-handling prompts.
3. Use Multipage Subforms to break your script into logical sections or steps, so callers move through the conversation page by page.
4. Use Custom HTML fields to insert talking points, instructions, or guidance text between questions. This lets you embed script language directly into the form flow.
5. Use Liquid template labels to personalize field labels based on earlier answers (e.g., "Tell me more about your experience at {{ employer }}").
6. Enable the form as a Field Survey in Form Settings.

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Tip: Combine the static Phonebank Script (which appears at the top of the call screen) with a Field Survey for the interactive portion. Use the static script for the opening and closing, and the Field Survey for the dynamic, branching middle section.

Example: Event RSVP Branching Script

• Page 1: "Hi {{ user.first-name }}, this is {{ agent.first-name }}. Are you available for our event on Saturday?" → Radio button: Yes / No / Maybe
• Page 2 (if Yes): "Great! Do you need a ride?" → Follow-up logistics questions
• Page 2 (if No): "I understand. Would you be interested in hearing about future events?" → Re-engagement questions
• Page 2 (if Maybe): "What would help you decide?" → Objection-handling prompts

Updating Contact Information (Data Cleanup)

Field Surveys are also the recommended way to let callers update contact information during calls. When a Field Survey form includes User Fields (such as Email, Phone Number, Full Name, Zip Code, or Full Address), submitting the form will automatically update those fields on the contact's Person record.

How to Set Up Data Cleanup

1. Create a Page Form and add the User Fields you want callers to be able to update (e.g., Email, Phone Number, Full Address).
2. Optionally add any Custom User Properties that you also want to update.
3. Enable "Field Survey" in the Form Settings.
4. During a call, the Team Member taps Field Surveys, selects the data cleanup form, enters the corrected information, and submits. The contact's record is updated immediately.

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No special permissions required. Any Team Member assigned to a phonebank can use Field Surveys from the mobile app. There is no additional admin access needed.

Call Screen Layout

Admins can customize what sections are visible to team members during calls in the mobile app. From the phonebank's Settings tab in the dashboard, scroll to the call screen layout section. You can add, remove, and reorder the following sections:

• Assessment Level - Change the contact's assessment
• Field Surveys - Access interactive forms and branching scripts
• Events - RSVP the contact to events during the call
• Text Templates - Send a follow-up text from the call screen
• Scheduled Tasks / Follow-Up - Schedule a follow-up task
• Custom Properties - View and edit custom fields

You can also limit which events and field surveys are visible to callers for a specific phonebank, so team members only see what's relevant to the campaign.

Automated Follow-Ups (Predictive Dialer)

Predictive dialer phonebanks support automated follow-ups for unanswered calls, configured from the Automations tab:

• Voicemail Drop: Upload an audio file that will automatically play when a call reaches an answering machine, instead of requiring the caller to leave a message manually.
• Send Text Message: Send an automatic text message to contacts whose calls go unanswered. You can set a delay (minutes, hours, or days) before the text is sent.