Friend Outreach

Friend Outreach lets volunteers text their own friends from their own phones. Each volunteer picks friends from their phone contacts in the Solidarity app, texts them, and marks who confirmed. You see the counts and the friends on your list.

📘

Available on Professional plans and above.

Friend Outreach is under Field → Friend Outreach in the dashboard. To create and edit a program, a Team Member needs the Manage work lists permission. Volunteers need version 2.6.3 or later of the Solidarity app.

Modes

You choose the mode when you create the program. You can't change it after creation. In Pledge mode, the volunteer marks each friend who agrees, for example to vote. In Form mode, each friend gets a personal link to a page you choose, for example a petition or an event RSVP. The friend confirms when they submit the page.

Set up a program

Go to Field → Friend Outreach and click New friend outreach. On the Details tab, set when the program runs, and write the Message. Volunteers send it with the text app, WhatsApp, or Signal, and they can edit it first. The message can use {{ friend.first-name }}, {{ agent.first-name }}, and, in Form mode, {{ friend.link }}. A volunteer must be on the program's team to see it. Add volunteers on the Team tab, or share the magic link.

Friends who join your list

In Pledge mode, when a volunteer marks a friend as confirmed, the app asks whether to add the friend to your list. Yes adds the friend to your People. Text messages are turned on for the Person, unless they replied STOP earlier. No counts the confirm, but does not add the friend to your list. To find the friends who joined your list, use the People filter On the list through Friend Outreach.

Privacy

Only the friends a volunteer picks leave the phone, with the first name, the last name, and the phone number. Only the volunteer sees the names and numbers of friends who are not on your list. The dashboard shows only counts for those friends.

Solidarity Tech deletes the friends who are not People 30 days after the program ends.

Results

The Results tab of a program shows the friends picked, texted, and confirmed, with the same counts for each volunteer.