2
Open the scripts screen from the left hand side of the Main Menu screen. Then either open an existing script or create a new one. In the ‘Add Script Element’ section, as well as Text, Questions and Tags, you can also add Events. Click on the ‘Add’ on the right hand side of the Event line. To add the event shift to your script, select the date and event. If your event has multiple locations, shifts and roles, you must select one of each of these too. Click the ‘Add’ button. The event shift will then be included in the preview. When you then use the script in your Virtual Phone Bank, users will be able to select whether the supporter will be attending the shift or not. What You will often wish to phone people to promote your events. You can include information about your events in to the Virtual Phone Bank and schedule attendance directly into the system. Why Phoning supporters is the most effective way to increase attendance at events. Using the Virtual Phone Bank makes this a quick and effective operation. Where The phoning is done through the My Campaign Virtual Phone Bank. You will need to set up your script and phone bank specifically for phoning about events. C.4 Phoning people about events Adding event shifts to a script Quick Sheets Section C - Events From the script editing screen, click add on the ‘Event’ line in the ‘Add Script Element’ section. Select the date and type in the name of the event. Your event shift will be added to the preview. If your event has multiple locations, times or roles, select one of each here. In the actual phone bank, your event shifts will appear with a drop down menu to choose people’s responses. So here, this supporter is attending in the morning, but not in the afternoon.

Adding event shifts to a script

  • Upload
    others

  • View
    4

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Adding event shifts to a script

Open the scripts screen fromthe left hand side of the MainMenu screen. Then either openan existing script or create anew one.

In the ‘Add Script Element’section, as well as Text,Questions and Tags, you canalso add Events. Click on the‘Add’ on the right hand side ofthe Event line.

To add the event shift to yourscript, select the date andevent. If your event has multiplelocations, shifts and roles, youmust select one of each ofthese too. Click the ‘Add’button.

The event shift will then beincluded in the preview. Whenyou then use the script in yourVirtual Phone Bank, users willbe able to select whether thesupporter will be attending theshift or not.

WhatYou will often wish to phone people to promote your events. You can include

information about your events in to the Virtual Phone Bank and schedule attendancedirectly into the system.

Why Phoning supporters is the most effective way to increase attendance at events.Using the Virtual Phone Bank makes this a quick and effective operation.

Where The phoning is done through the My Campaign Virtual Phone Bank. You will need toset up your script and phone bank specifically for phoning about events.

C.4 Phoning people about events

Adding event shiftsto a script

Quick Sheets Section C - Events

From the script editingscreen, click add on the

‘Event’ line in the ‘Add ScriptElement’ section.

Select the date andtype in the name of

the event.

Your event shift willbe added to the

preview.

If your event hasmultiple locations,

times or roles,select one of each

here.

In the actual phone bank,your event shifts will

appear with a drop downmenu to choose people’sresponses. So here, thissupporter is attending in

the morning, but not in theafternoon.

Page 2: Adding event shifts to a script

Page 2

Using the Event SchedulerQuick Sheets Section C - Events

Watch training videos at Member.LibDems.org.uk/SkillsGet support on Facebook - search for Connect Users

C.5 Events in Create aList

Learn how to create lists of supporters based on events.

My Voters 7.2 - Creatinga VPB

Read the full instructions on how to create a Virtual Phone Bank.

My Voters 10.2 - Scripts Read the full instructions on how to create a Script.

Keep on learning - these Quick Sheets will build on what you have learnt here:

If you have a lot of eventspeople could be attending, thenit is often easier to use theEvent Scheduler, rather thanadd each individual event to ascript.

This is especially useful incampaign time, when you mayhave campaigning events set upevery day and wish to knowwhen people will be attending.

When setting up the VirtualPhone Bank, check the box toinclude the Event Scheduler.

Users will then have the optionto click the ‘Schedule’ link onthe VPB screen. This will pop upa calendar and list screen. Theuser can select the date that thesupporter is able to help tobring up the available events onthat date.

They can then change thestatus for each session thesupporter is able to attend.They then click ‘Save andClose’ and return to using theVPB as usual.

Click a date oruse the shift key

to select arange of dates.

Use the filter boxes toshow only events with aparticular type, name,

roles or location.

C.4 Phoning people about events

When creating your VirtualPhone Bank, check the

‘Include Event Scheduler’ box.

In the Virtual Phone Bank, clickthe ‘Schedule’ link in the topright to open the scheduler.

You can restrict theevents listed by

constituency or localauthority area.

For each eventshift in the list, youcan set a status.