Solidarity Tech has powerful, built-in phonebanking and textbanking functionality to help your Team members effectively communicate with your supporters for mobilizations. Team Members work tasks in the "Workflows" tab of the Solidarity app. Predictive phonebanks, "Anyone" power dialer phonebanks, and "Anyone" textbanks also work from a browser, through "My Workflows" in the dashboard.

There is much overlap between how phonebanks and textbanks are configured from the dashboard, and this section will focus on that overlap. The term Task refers to either a phonebank or textbank Task. Tasks are all multilingual. A Team Member speaks their preferred language and their secondary languages. In "Anyone" power dialer phonebanks and "Anyone" textbanks, Team Members contact supporters whose preferred language they speak. So if one of these tasks targets supporters whose preferred language is Spanish, you need Team Members who speak Spanish. The predictive dialer does not match languages.

Availability

Phonebank & Textbank Tasks have a set start and end time. A task shows in the "Workflows" tab of the Solidarity app from its begin time. After a task's end time, it is no longer visible in the "Workflows" tab, except for textbank replies. Eligible Team Members can always update these begin and end times in the dashboard.

By default, when a Task is created from the dashboard, it will begin immediately, and will end in 1 week.

Contact Strategy

The contact strategy determines which Team Members will be contacting which targeted supporters. This is determined when the Task is created, and can not be changed later.

Anyone

"Anyone" contact strategy means that any eligible Team Member can contact any targeted supporter, on a first-come, first-serve basis. You create a targeted filter and add Team Members. Team Members go to the "Workflows" tab in the Solidarity app and tap "Begin Making Calls" or "Begin Sending Texts". On the call screen, "Start Next Call" connects the Team Member with the next supporter.

This is best used if you're doing a mass mobilization where you're targeting hundreds or thousands of supporters, and it's not terribly important which Team Member calls whom.

One-to-one

"One-to-One" contact strategy means that every targeted supporter will be assigned a specific Team Member who is responsible for contacting them.

This is best used if you're doing a smaller, targeted mobilization - for example, an invite-only meeting - and you want to ensure that the Team Member with a prior relationship to a supporter are the ones responsible for contacting them.

Default one-to-one assignment strategies

When you add a new Person to be targeted by a one-to-one Task, the "default assignment strategy" determines which of your Team Members, if any, will be assigned the initial responsibility to contact them. The individual Team Member assigned to a supporter can always be changed on an individual basis.

Assigned agent

This strategy will use the agent assignment to determine which Team Members are assigned a contact. If a targeted supporter has no agent assignment, they will be placed in the "Unassigned" section. The contact's agent needs the "Can Be Assigned Agent" permission. A Team Member on the task needs the "Workflow Agent" permission to call or text.

Split evenly amongst selected Team Members

This strategy will let you select a set of Team Members to have all targeted supporters evenly assigned to them. You can edit this list of Team Members later.

None

This strategy will leave all targeted supporters in the "Unassigned" section, for you to individually assign Team Members later.

Parent Event or None?

When creating a Task, you will be able to select of a Task is a part of an Event. If you select an Event, then you will be limited to targeting only those People who are invited to the specified event. The Task will also appear in the Events dashboard page, under the "Outreach Tasks" section.

Settings

Operating hours: Sometimes you may want to limit the hours during which your Team Members can participate in phonebanks and textbanks in the Solidarity app. To this end, you can enable operating hours and customize them for your Task

Call/Text attempt goal: If your Task targets a seemingly overwhelming number of People, you may want to set an attempt goal to make the Task appear more manageable to Team Members. Phonebanks show "Call Attempts Goal", and textbanks show "Text Batch Contact Goal". The number caps the progress bar in the Solidarity app.

Task text templates

Task-specific text templates function exactly like the regular Text Templates. The templates are in "Task Text Templates" on the task's Automations tab. They belong to the task's event, so every task on that event shares them. They also show for a person for 30 days after any task on that event texted that person.