--- title: Setting Up a Patch-Through Phone Banking Action description: Learn more about how to set-up a patch-through phone banking action on ActBlue Field Tools. --- [Skip to content](https://help.actblue.com/hc/en-us/setting-up-a-patch-through-phone-banking-action-impactive-help-center#main-content) English - United States Show submenu for translations ![ActBlue](https://help.actblue.com/hubfs/1-B-AB-HorizontalLockupLogo-FullColor-RGB.svg) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact us](https://help.actblue.com/hc/en-us/requests/new) [Contact us](https://help.actblue.com/hc/en-us/requests/new) How can we help you? - There are no suggestions because the search field is empty. 1. [ActBlue Support Documentation](https://help.actblue.com/hc/en-us) 2. [ActBlue Field Tools (formerly Impactive by ActBlue)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue) 3. [Phone Banking](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#phone-banking) # Setting Up a Patch-Through Phone Banking Action As an additional option within our predictive dialer tool, ActBlue Field Tools offers the ability to "patch-through" contacts with a third party - often a legislator's office. Just like [regular Phone Banking actions](https://help.actblue.com/hc/en-us/setting-up-a-phone-banking-action-impactive-help-center), Patch-Through Phone Banking is an action type that is published to Field Tools users, which they can access via the Field Tools volunteer interface for web or mobile. ### Overview: Steps for Patch-Through Phone Banking Actions The below article offers specific details on all of the settings and components of running a Patch-Through Phone Banking action. But to begin, here's a general overview of the steps/prerequisites that are typically required to run a Patch-Through Phone Banking action: 1. If gathering data (tags and custom fields) from the phone bank is desired, whether within the script or after the call, set up [tags](https://help.actblue.com/hc/en-us/tags-creating-and-managing-impactive-help-center) and [custom fields](https://help.actblue.com/hc/en-us/custom-fields-creating-and-managing-impactive-help-center). 2. If syncing data from phone banks to an external CRM is desired, [set up CRM integration](https://support.impactive.io/en/collections/9324360-integrations). 3. [Import the contacts](https://help.actblue.com/hc/en-us/importing-contacts-impactive-help-center) that will be called. 4. Ensure [users](https://help.actblue.com/hc/en-us/managing-users-impactive-help-center) (whether volunteers or staffers/admins) who will make the calls are onboarded. 5. [Set up](https://help.actblue.com/hc/en-us/setting-up-a-phone-banking-action-impactive-help-center) and [publish](https://help.actblue.com/hc/en-us/setting-up-a-phone-banking-action-impactive-help-center) a Patch-Through Phone Banking action. 6. Run the phone bank! 7. [Track calling results](https://help.actblue.com/hc/en-us/tracking-phone-banking-results-impactive-help-center). ### Setting Up a Patch-Through Phone Banking Action To create a new Patch-Through Phone Banking action, head to Actions \> Phone Bank and click + New Action in the top-left corner of the table, then click Patch-Through Phone Bank. Setting up a Patch-Through Phone Bank and writing its script are very similar to setting up a regular Phone Bank, as described [here](https://help.actblue.com/hc/en-us/setting-up-a-phone-banking-action-impactive-help-center). There are only two differences: #### Patch-Through Destination On the first page of the action's settings, you'll see a field for Patch-Through Destination. This is the phone number that contacts who agree to be patched-through will be routed to when the user clicks Patch-Through. For the time being, Field Tools only offers patch-through to a single destination (a single phone number) for a certain action; in the near future, we'll support the ability to map contacts to a set of multiple legislator options. Stay tuned! #### Adding the Patch-Through Opportunity to the Script On the second page of the action's settings, when writing the script, you'll need to designate the script block that includes the patch-through opportunity. Within the desired script block, click + Add Response; then, for one of the responses, use the drop-down at the right-hand side of the text box to select Patch Call. This will automatically convert that response option into the patch-through function. [![](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-03-26+at+10_29_26%E2%80%AFAM.png)](https://downloads.intercomcdn.com/i/o/ek55cvye/1442760572/ebc25551a00eb5238d357d7ec9e3/Screenshot+2025-03-26+at+10_29_26%E2%80%AFAM.png?expires=1776792600&signature=26686aee4a05b8ccd52a7a6bb9c70c9b838c8dcc1c4d65585dc778ba3f9fb8a5&req=dSQjFM54nYRYW%2FMW1HO4zcsd2kyVzxDpTwoA4A%2FiKFByKZOLkPHBnZb0Fgyj%0AvTPRkypFaIdTK0cjk7Q%3D%0A) Here's an example of what users will see for a script block that includes the Patch Call response option: ​ [![](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/Screenshot+2025-03-26+at+9_58_49%E2%80%AFAM.png)](https://downloads.intercomcdn.com/i/o/ek55cvye/1442765195/a97b021c41efc858933cd74e3a7f/Screenshot+2025-03-26+at+9_58_49%E2%80%AFAM.png?expires=1776792600&signature=a38a0fe3fa3d5317b523f6c39593774dedeb431fce9bb55b8a8416a3b7ed7bde&req=dSQjFM54mIBWXPMW1HO4zRqARTz6z0Boz5I5WMzkbuoQgJvfHx5CuYTRnppY%0A4d0iIh2zLid1HfS3u%2F0%3D%0A) ### Getting Users Involved in Your Phone Bank Once your phone banking action has been created and your script is set up, it's time to take the phone bank live so users can get involved! These steps are identical to a regular phone bank; learn more [here](https://help.actblue.com/hc/en-us/setting-up-a-phone-banking-action-impactive-help-center). Don't forget - Field Tools offers template training decks to help train your volunteers, including one for Patch-Through Phone Banks [here](https://help.actblue.com/hc/en-us/volunteer-training-deck-patch-through-phone-banking-impactive-help-center)! ### Pausing a Phone Bank This step is identical to a regular phone bank; learn more [here](https://help.actblue.com/hc/en-us/setting-up-a-phone-banking-action-impactive-help-center). ### Tracking Phone Banking Results Our article [here](https://help.actblue.com/hc/en-us/tracking-phone-banking-results-impactive-help-center) covers everything you need to know about phone banking results, including how to track call outcomes, syncing phone banking data to VAN/EveryAction, and more. - [Donors & Grassroots Fundraisers](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#main-content) - [Contributions](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#contributions) - [ActBlue Express Accounts](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#actblue-express-accounts) - 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