The document provides instructions for using Votebuilder's virtual phone banking tool. It explains how to create user profiles, pull lists of targeted voters from 2012, set up a virtual phone bank with call scripts and sharing access, and make calls directly from the system while logging responses without data entry. Contact the Deputy Voterfile Director Jesse Presnell with any questions about using Votebuilder's phone banking features.

1. A User’s Guide to Virtual
Phonebank
North Carolina Democratic Party
220 Hillsborough St.
Raleigh, NC 27603
919-821-2777
919-821-4778 (fax)
Jesse Presnell, Deputy Voterfile Director
(828) 310-5745
1

2. Virtual Phone Bank
•Virtual Phone Banks allow users to make phone calls
to voters or volunteers without having to print out
paper lists and having do to Data Entry.
•This program allows you to make phone calls from
anywhere you have a phone line and internet
connection.
•Virtual Phone Banks can be shared with multiple
Votebuilder users and can be accessed by multiple
users at the same time.
•User profiles can be created that allow the user to
only access a Virtual Phone Bank. These are great for
providing to Phone Banking Volunteers who don’t
need access to other permissions in Votebuilder.
2

3. Logging Into the System
Do you have a username? If not, contact your admin to setup your account.
If you do, type in your username and password at the login screen.
3

4. Creating a User
To create a new user select the “Users” tab on the left bottom section of the
Votebuilder main menu and then select “Users” once again in the drop down.
It’s only necessary to create new users for people who do not have access to
your committee, adding users to a VPB does not require creating a new user.
4

5. Creating a User Step 1
Click the Add New User button in the top right corner of the next menu you see.
On the next menu fill out the required information. Typical usernames are the first letter of the
first name and then the full last name. Set your users expiration date for the end of the election
cycle. You can reactivate as needed.
Be sure to select NCDP Party 1-VPB
on “My Voter Profile”
5

6. Creating a User Step 2
On the next step you will select the voters you want assigned to this users
accounts. Simply select county and check the county you want to give them
access to.
6

7. Creating a User Step 3
In the final step simply put your users e-mail address in and the system will
send an automated email to them so that they can set a password. This e-
mail has a 48-hour limitation so be sure the user follows the contained link
within that time limit.
7

8. Creating a Virtual Phone Bank
•In order to create a
Virtual Phone Bank, you
must first make a list of
people who you are
wanting to call.
•Click on “Create a New
List” and then choose
the options you wish to
use when creating your
new list.
•Make sure you choose
“Confirmed Phones
Only” when creating
your list. Otherwise, you
will have people appear
in the Virtual Phone bank
who we do not have
phone numbers on
record.
8

9. Pulling your 2012 Targets
To pull the list of 2012 targets in your area for virtual phone banking look
under the Targets section by clicking the Targets drop down menu
Under the Targets menu select 2012 NCDP: Dem Women
9

10. 2012 Targets Narrowing
Under the Locations drop down select your county
Once your county is selected a precinct drop down menu will be visible. It’s a
good idea to break your lists down into smaller precinct clusters of two or
three precincts at a time. Click the word “Precinct” to select multiple
precincts.
10

11. Checklist for Creating a List
Have you selected “Confirmed Phones Only”?
Have you selected the 2012: NCDP Targets?
Have you selected your desired county and/or precincts?
If you have done all of these things click “Search”
11

12. •After you have run
your list, you will
want to choose
“Calls” that appears
in the white action
bar at the top of the
page.
•Once you click on
“Calls,” choose the
button “Set up
Virtual Phone Bank
List” and click
“Next.”
12

13. •The next page has you choose
the items you need to appear in
your Virtual Phone Bank
•Name- This is the name of the
virtual phone bank and will Set the dates to dates that
appear anytime you are opening
the VPB. work for you. These are
•Description- Be as descriptive as for example only.
possible as to who you are calling
and why you are calling them.
•Script- Be sure to choose the
2012 NCDP: County Party Script
•Upper Display- Which of these
options would you like to appear
near the persons name whom
you are calling.
•Lower Display- What additional
information would you like to be
available to your Volunteer when
they are making calls.
•Start & End Date- What day do
you want this virtual phone bank
to start, and when should it
expire
•Daily Availability- Start your
calls at 9am and end them at
9pm.
•Progress Bar, Householding-
Additional information that can
be shown such as what Does this match your page?
percentage of your VPB you have
finished and whether to display
the names of people that live in
the household.
•Status- If you want to inactivate 13
this VPB, click the inactive button.

14. •Once you click next, you will pull up a
screen that looks like the one you just
came from except for two important
parts:
•VPB Code- Under the Name of your
Virtual Phone Bank, you will see “VPB
Code and some letters and numbers.
This code can be shared with anyone
who uses Votebuilder and allows them
to access this Virtual Phone Bank.
•User Access- At the bottom of the
page, the “User Access” allows you to
share other users in your committee to
access this Virtual Phone Bank. When
you share someone, they wont have to
enter the VPB Code, but instead can
choose this VPB when they log in. Find
the name of the person who you would
like to share under “Users Without
Access,” click on their name, and then
click “Add.” You should then see their
name appear under in the left hand
column under “Users with Access.”
•IMPORTANT! Even though you created
the Virtual Phone Bank, you must share
yourself if you are planning on
accessing it.
•Once you are finished, click “Save”
14

15. This page shows you the
stats of your Virtual Phone
Bank. It lets you see your
completion percentage
and total number of
attempts.
1. You can access this page
anytime you like from the
Main Menu by clicking on
“Phone Services” and then
“Virtual Phone Bank”
2. To access the Virtual
Phone Bank to make
phone calls, click on
“Virtual Phone Bank” in
the bottom right hand
corner of the Main Menu.
15

16. If you were shared
with access to a
particular Virtual
Phone Bank, that VPB
will appear as an
option for you to
choose.
If you have not been
shared with a
particular VPB, you
will need to enter the
VPB Code that we
discussed earlier.
16

17. •Once in the Virtual Phone
Bank, you will be shown the
name and phone number of the
voter you are asked to call.
•If you were unable to talk to
the person, you will mark the
reason why (in this case
Disconnected, Left
Message, Not
Home, Refused, Spanish, and
Wrong Number).
•If the voter is home, read the
script, ask the questions, and
record their responses.
•Once you have marked the
appropriate responses, click on
the “Save/Next” button in the
top right corner. This will pull
up a new voter with their
information.
•Once you have finished, you
can log out of Votebuilder and
you are finished. All responses
are automatically recorded in
Votebuilder and no Data Entry 17
is necessary.

18. -These steps are basic introductions to important and useful tools in Votebuilder.
-If you have any questions about how to use Votebuilder, please contact the Statewide
Deputy Voterfile Director, Jesse Presnell at JessePresnell@ncdp2012.org .
-If you are technical problems and are unable to accomplish your task due to a system
error, please use the “Contact the Admin” and be as descriptive as possible in your
explanation of the problem. Also, please provide your email and phone number so the
Administrator can contact you.
18