Phone Campaigns let you run structured phone banking programs to specific, targeted voters.
In UpVote, every phone bank is driven by a Group. A Group is a filtered segment of your voter file, meaning you first filter down to the exact voters you want to call, save that list as a Group, and then build your Phone Campaign from that Group.
Step 1: Create the Group of voters you want to call
Examples of target Groups:
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Undecided voters in District 3
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Supporters with vote by mail ballots who have not yet returned them
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Members of a specific institution or community
How to create a Group:
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Go to Advanced Search.
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Select the filters you want.
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Click the search icon.
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Click the three dots menu.
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Select Create group from parameters.
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Enter a Group name and click Save.
If you need more help, see the “Creating a Group/Tag” guide in the UpVote Knowledge Base.
Step 2: Create a Phone Campaign from your Group
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In the side menu, go to Phone Campaigns.
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Click Create Phone Campaign.
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Select the Group you created as the target list.
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Name your campaign, for example: “Smith, District 3 Persuasion Calls”.
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Click Create.
Managing your phone bank and viewing results
Admins manage phone banks from the Phone Campaigns page, where you can monitor and run active calling programs. For reporting and accountability, go to the Reports page to download reports on phone banking activity.