Archives: VoteBuilder Tutorial

You can view details about the activity on a phone bank. 1. Display the Virtual Phone Bank List from the Organizing Section of the left menu. 2. Locate the phone bank. 2. Slide the bar at the bottom of the screen to scroll to the right. 3. Click on the down arrow. 4. Select View…

When callers attempt all numbers on a list, that round of calls is deemed“complete”. Callers will no longer be able to access that phone bank unless youtake action. It is quite likely that while all voters in the phone bank have been called, manywere not reached. The caller may have left a message, but that…

Phone banks will “close” automatically on the end date specified in details andcallers will no longer be able to access it. You may wish to prevent access prior to that date. There are two ways to do this. 1. Display the Virtual Phone Bank List and Select the Phone Bank youwant to close. You may…

If you need to update any settings or change the script or display settings onthe phone bank, you can make those changes in the main editing screen of the phone bank. 1. Display the Virtual Phone Bank List from the Organizing section of the leftmenu. 2. Locate the phone bank you wish to edit by…

1. To make calls on a public phone bank, open a new tab on your browser(e.g. Chrome or Safari). 2. Type www.openvpb.com in the address bar of the browser. The user will see the following screen. 3. Select Get Started. You will then need to log in with your ActionID and password. 4. Select Log…

1. To create a public phone bank, you follow the same procedures as you dofor Creating a Private Phone Bank except for step #9. 2. Under sharing, select Publish to openvpb.com

1. From Folders or Turfs, select the saved list for which you want to create a phone bank. 2. From the icon menu at the top of the screen, select the Calls icon. The following will be displayed. 3. Select Set Up Virtual Phone Bank List. 4. Click on Next. You will see the following.…

1. On the Home Screen, select the link Virtual Phone Bank button from the QuickTask menu. 2. You will see the Virtual Phone Bank screen. Enter the phone bank number. 3. Select Next. 4. You will see the following message. Select Next. The first voter in the phone bank will be displayed. 5. To work…

In order to see a complete list of Virtual Phone Banks, you will need to make surethe side bar menu is expanded on the left-hand side of the screen. 1. Scroll down to the Organizing section of the menu. 2. Select Virtual Phone Bank List. You will see a screen similar to the one below.…