Getting Started with Phone Bank

Phone banking allows your campaign to have personal conversations with voters at scale. Whether persuading undecided voters or mobilizing supporters, phone calls remain one of the most effective voter contact methods.

The Phone Bank dashboard gives you a complete view of your calling program

What you'll learn

• How phone banking works in Pulsar

• Setting up your calling program

• Managing volunteers and scripts

Calling from Pulsar is rolling out

Click-to-Call, which places calls from your browser, is built but not yet generally available. We're turning it on for campaigns in stages.

Why Phone Banking?

Phone calls offer unique advantages:

• Personal connection - Real conversations build relationships

• Immediate feedback - Know their position in real-time

• Flexibility - Volunteers can call from anywhere

• Weather-proof - Alternative to canvassing in bad weather

• Cost-effective - No travel, just phones

Phone Bank Modes

Manual Dialing

Volunteers dial numbers manually from their own phones. Best for:

• Small volunteer teams

• Remote volunteers

• Personal follow-up calls

Click-to-Call

Volunteers click numbers in Pulsar, which places the call from their browser:

• Faster than manual dialing

• Automatic logging

• Needs a computer with a microphone or headset

Choose between Manual Dialing and Click-to-Call modes

Getting Started

Create a Call Script

Go to Phone Bank → Scripts to create talking points for volunteers.

Build a Call List

Target voters for calling based on support level, location, or other criteria.

Schedule a Phone Bank Session

Set up a time when volunteers will call together (virtual or in-person).

Assign Volunteers

Give each volunteer their portion of the call list.

Make Calls and Log Results

Volunteers call voters and record results in Pulsar.

Practice First

Have volunteers practice with each other before calling voters. Role-playing builds confidence.

Follow these five steps to launch your phone banking program

Next Steps

• How to Create Call Scripts

• How to Log Phone Calls

• Managing Phone Bank Volunteers