Learn all about political phone banking and how you can get started with one. Contains examples and case studies.

1. What is phone banking?
All you need to know about political phone banking

2. The Basics

3. Political phone banking - Definition
In a political campaign volunteers or agents reach out to voters via phone
calls for:
● Canvassing
● Getting Out The Vote
● Voter Identification
● Collecting voter data
● Running surveys
● Raising funds

4. Political phone banking - How is it done?
Political phone banking in carried out using a call center software. The phone
banks themselves are either run by commercial phone banks or are led by
volunteers.
Volunteers or trained agents call a list of voters to talk to them about their
candidate’s campaign.
They encourage the voters to participate in surveys, get out to vote, or even
contribute funds for the candidate’s campaign.

5. Political phone banking - why is it effective?
Political phone banking works so well because it combines the advantages of
modern and traditional outreach.
It adds a personal touch to the outreach (rather like door to door canvassing).
It reaches a large number of people (like TV broadcast of social media ads).

6. How to set up a phone bank?

7. Here is what you need to get started
● A call center software
● A list of voters (and their contact details) to be called
● Trained volunteers/agents willing to make calls
● A phone banking script (or survey questions)

8. Different kinds of phone banks

9. There are two kinds of phone banking
● Automated phone banking
● Manual phone banking

10. Automated phone banks - a quick overview
● Called virtual outbound call center
● A dialer automatically places calls
● Connects to agents only when the call is answered
● Can be executed using browser/phone
● Uses predictive dialer, or power dialer, or preview dialer to make calls

11. Manual phone banks - a quick overview
● Also called collective calling
● The volunteer manually dials and presses the call button for each voter
● Can be executed using browser/phone

12. Automated Vs. Manual phone banks

13. When to use automated phone banks?
● If you are a political campaign looking to reach voters
● An advocacy group
● You are not bound by TCPA regulations

14. When to use manual phone banks?
● If you are restricted by TCPA regulations
● If your contact list has more mobile numbers (and not landline numbers)
● If you are looking to optimise your calling campaigns

15. CallHub phone banking
tool has dramatically
impacted political
campaigns, advocacy
groups, and nonprofits.

16. 300%
During the 2018 US midterms, Democrats Abroad used CallHub’s distributed
phone banking to reach overseas voters. Their efforts resulted in a whopping
300% increase in overseas voter turnout.

17. 70%
In the Canadian elections Jagmeet Singh’s party used CallHub to reach its
supporters. The voter turnout among those who were called went upto 70%. In
comparison, their overall turnout was only 52.8%

18. 7%
Organizing for Change - a nonpartisan nonprofit used CallHub’s distributed
phone banking to reach voters. They A/B tested their calling scripts to optimize
for conversions. Their final voter turnout increased by 7%.

19. Looking to get started with phone
banking?
- Try CallHub for free