How do we redial from a phone bank?
ActBlue Field Tools does not automatically redial in a phone banking action: each contact is attempted once, and when all contacts have been attempted, the phone bank is over.
However, Field Tools does offer a convenient "Cut List to Redial" button to efficiently create a list for redialing if you would like.
Here's how to create a contact list for redialing, and create a new phone banking action to redial them:
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Locate the "Cut List to Redial" button, at the top-right of the Contacts tab of the phone banking results screen (see above).
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Click that button. A new tab will open with a pre-filtered list of the contacts that you are most likely to want to redial. Specifically, the filter is preset to capture contacts with the call outcomes:
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Answering Machine
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Dropped
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No Answer
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Failed
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Undialed
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Frequent Calling Protection
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If you'd like, you can edit which call outcomes are included in this filter. Click the "Filter" button at the top-left of the table of contacts, and edit the filter as desired. (Note that the filter is set up to exclude those with call outcomes other than the above list - if desired, you can remove those exclusions, i.e include those with other outcomes.)
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Once you're satisfied with the set of contacts you'd like to redial, click Manage at the top-right of the contacts table, then Add to List. Create a new list, name it, and save it.
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Now, head back to your original phone banking action and duplicate it. (This can be done from the action's homepage - click into the action from the Actions > Phone Banking screen, then find the Manage Action dropdown at the top of the page.)
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In your new/duplicated action, select the contact list that you saved in step 4.
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Publish your new phone banking action with that new contact list, and you can redial your contacts!