Phonebank Settings

First Step: Local Caller ID

If you would like your volunteers to call from a number that is local to a specific area, this option will allow you to do so. In order to purchase a number (each number costs $1 - you need to only purchase a single number for multiple users), Type in the area code in the box provided, click search, and then select a number from the list that is provided. Once you have selected your number, click “Purchase."

Please note: For most campaigns, you only need to purchase one number. Purchasing additional numbers has no impact on the actual volume of calls you are able to make through your campaign. Multiple numbers or a shortcode may be required for high volume texting. Contact support with questions.

If you would like to get rid of the number(s) that you have purchased, click the “Release” option on the far right of each of the numbers that you would like to delete.

Second Step: Manage Phonebank Types

In order to turn off these options to ensure that your campaign does not get charged for a volunteer accidentally calling a list incorrectly, from the left hand side click Phonebank > Settings.

You will be taken to the settings page where, mid way down, you will see two options: “Manage Phonebank Types”. Under each option there will be a drop down that will allow you to enable or disable the Headset, Dial In, and SMS options.

Once done enabling or disabling the options, on the right you will see a blue button that says “Save."

Manage Phonelines - Turning of the Dial In and Headset options:

In order to turn off these option to ensure that your campaign does not get charged for a volunteer accidently calling a list incorrectly, from the left hand side click Phonebank > Settings.

Once done enabling or disabling the options, on the right you will see a blue button that says “Save”. Click the blue button and the options for Dial In and Headset will be hidden from view for your volunteers.

Manage Voicemail Audio

To add a pre-recorded voicemail message (like one from the candidate or a key surrogate), hit the “Select file” button and choose an MP3 file from your computer, then click save. You won't have a visual prompt that the file is being uploaded, but once it's added the page will refresh and your file will appear in the Default Voicemail dropdown on the right.

Files must be in an MP3 format. If you don't have access to a file converter, please contact support for assistance.