Transcript www.txdemocrats.org

The VAN
Virtual Phone Bank and MiniVAN
Objectives
● Learn how to set up and use a Virtual Phone
Bank
● Learn how to use MiniVAN for Blockwalking
Accessing A Virtual Phone Bank
In order to use a Virtual Phone Bank that has
already been created and shared with you,
select the “Virtual Phone Bank” from the Main
Menu.
Accessing the Virtual Phone Bank
Selecting a Virtual Phone Bank
From this list, you can select a Virtual Phone Bank from
which to call.
Beginning the Virtual Phone Bank
Selecting a Virtual Phone Bank will send you to
a welcome screen, explaining exactly what you
are doing, and the name of the Phone Bank.
This is the name of the selected Phone Bank
You can also see the “Also In Household”
Sometimes you will have a Progress Bar
You can also see how
many numbers are
stored in the VAN
If you are able to talk to the person, the script will
appear
Read the script and scroll
through the dropdown menu to
apply the responses to the
question.
You are only able to
edit survey responses
if you are able to talk
to the Voter. If not,
then the screen will be
gray
If you are unable to reach the voter then, slide the dot
over and select why they were unreachable
If there are multiple stored numbers, attempt all of
them. Mark the Bad Numbers, and create a more
contactable list for the second “pass” of the list.
Virtual Phone Bank Ends
The Virtual Phone Bank will end when you
have attempted all the voters in the list.
Once you have completed all your calls, just finish the Phone Bank.
You cannot edit survey responses, so please make sure all the data is correct
before you move on to the next voter.
Create a New Virtual Phone
Bank
To create a new Virtual Phone Bank,
You need to be in the Main Menu
You need to Create a list or load a saved list.
Once you have created your list, you can select the
“Calls” option to take you to the
Virtual Phone Bank Wizard.
Select “Set up Virtual Phone Bank”
You should name your phone bank
something easily recognizable. From
this menu, you also select the script for
which you will use in calls.
These fields are
not fields you
can edit directly
from the Virtual
Phone Bank.
These are fields
that you can
View Only.
In the upper display, you can select to
see the age of the voter.
In the lower display, you can select a
variety of information to view about the
Voter.
You can customize the data you see
about the voter in this menu.
In the viewable
display, you can
see built
information from
the database,
including survey
responses and
voting district.
In this menu, you can select everything you
would like to edit about a person while you are on
the phone with them. This information will store
to their VAN profile.
Select everything in order to be able to edit the
VAN profile in real time.
You must select an end date for your phone
bank. This phone bank will expire after this
day.
This is where you
can choose a
progress bar.
Distributing voters by zip code ensures the folks
calling in the phone bank call folks that live near
them.
You can put a time limit on the phone bank if you are
limited by time or a Contact limit if you want to reach a
set number of people before you quit.
Showing all in household shows the caller
who else lives in the house to increase
contact possibilities and expand our target
universe.
Attempting alternate numbers means you can
go through every phone number that we have
stored in the VAN to attempt to contact the
voter.
Selecting Next saves these settings
The Next Step
The screen will look very similar, but with a
few changes.
Calling Round is the number of times this
list has been “passed over” or called.
Save Changes when you have permitted access to
everyone necessary
Select users from this column
to give access to the Phone
Bank. Select add and then
they will be moved into the left
column of users with access.
You will be directed to a screen of Virtual Phone Banks. You can see the progress of
other phone banks. This menu is where you will come to “send into round 2” or “refresh”
the phone bank.
This menu is in the lefthand column
of the main menu. Use this menu
any time you need to access your
Phone Banks.
The Virtual Phone Bank is an
option underneath the “Phone
Services” link. You will be able to
grant access to the phone banks,
monitor progress and refresh, or
“send into Round 2”.
In order to use minivan, you will
need to download the app from
your app store on your
smartphone or tablet.
Once you have downloaded the
app, you can log into your VAN
account.
In the Android app, you need to
enter in the home address,
username and password.
MiniVAN is a tool we can use while
blockwalking to eliminate the
clipboards and paper.
You will need to go through a few
steps in order for responses to be
logged after a block walk, but the
data will need to be “committed”
before it is permanently stored in
the database.
this is the screen that will pop up
once you have logged into your
VAN account.
Make sure you are working
in the MyVoters Database to
access the Voters.
Unless you have used MiniVAN
before, you should have no
available lists from which to
choose.
If you have a printed list, enter
the list number when asked.
Entering your list number from the
bottom of a walk list will pull up the
list of folks to whom we need to talk.
This is what will populate after
you load your list. You can
begin walking your list.
These are the folks to whom we
need to speak.
The white circles underneath
the names of the streets
indicate the voters to whom we
still need to make contact.
To sync your results to the VAN
database, you need to manually
sync.
Selecting an address will reveal
the voter that resides at that
address. Selecting that voter
opens up a new menu.
The survey questions associated
with the script for the list are
displayed here. You can enter in
a response to each survey
question from here.
if you are able to reach the voter,
you can pull up the script view
make sure to sync all your responses
When you are finished with your block
walk, you need to get back to the VAN
and in your home page, select MiniVAN
from the Load Data group.
This is where you will go to “commit”
the data to the VAN for storage.
Once you select the “MiniVAN” option, you will see this on your screen. Select the data you collected and
“commit” the data.