Creating a New ThruTalk Phone Bank

Want to get your team calling voters, supporters, or members quickly? This guide walks you through how to set up a phone bank using ThruTalk, from creating your campaign and preparing your script to getting your callers signed in and ready to go. Whether you’re running your first phone bank or just need a refresher, this guide gives you everything you need to launch with confidence.

This guide is for admins who are responsible for setting up and managing ThruTalk phone banks. The steps link out to the guide explaining each process in more detail. 

TABLE OF CONTENTS

• Part 1: Create a Calling Campaign
• Part 2: Get Callers Started
• Part 3: Manage Your Live Phonebank

Part 1: Create a Calling Campaign

Set up everything your callers need before they can start making calls, including your group, script, and ThruTalk campaign.

1. Create a Group of Contacts
   • Creating a Group from a VAN Imported List
   • Uploading a Group from CSV
2. Create a Script
   • Use the Creating a ThruTalk Script guide for full details on creating a script.
   • Review: Using Custom Fields in ThruTalk - Add Variables to the Calling Interface and Script
3. Sign up for ThruTalk Integrity
   • ThruTalk Integrity is an optional registration step that helps carriers recognize your organization. 
   • Registering offers an organization branded caller ID and improved contact rates.
   • Use the ThruTalk Integrity guide for instructions on how to register.
4. Create and Launch a ThruTalk Campaign
   • Select the group and script you prepared.
   • Follow our Launching a ThruTalk Campaign guide for details. 
   • If you registered for ThruTalk Integrity, after launching wait 10-15 minutes before beginning your calling outreach to allow the newly provisioned number to be fully registered with carriers.

Part 2: Get Callers Started

Ensure your callers can sign in, access your ThruTalk campaign, and feel prepared before calling begins. This includes inviting them to your account, assigning them to campaigns, and sharing caller-facing resources.

1. Invite Callers To Your Account
   • Callers must have a user account in your account before they can make calls.
   • Review our guide How to Invite Users. You can invite callers by:
     • Enabling the Permanent Invitation Link and sharing it with your callers.
     • Sending email invitations from your account.
2. Add Callers To Your Campaign
   • Add callers at launch using the campaign creation flow.
   • Add callers later from the Active Campaign Summary page.
   • Share the Caller Invite Link, which is automatically enabled during campaign creation.
3. Prepare Your Callers
   • Preparing to Make Calls in ThruTalk - Share this before your phonebank so callers can check their browser, internet connection, audio setup, and workspace.
   • Start Calling in ThruTalk - Use this guide to help callers sign in, join a campaign, and understand the main ThruTalk calling screen.

Part 3: Manage Your Live Phonebank

Monitor your phonebank while it’s live, troubleshoot common issues, and keep track of caller activity.

• Use the campaign details page to monitor your callers while they are making calls. Review Caller Activity Statuses for details. 
• Review the ThruTalk Manual Dial Pacing guide for details on wait times.  
• As an admin, you can hop into our Support chat if you need help with your active calling!