☎️ What is phone banking?

Phone banking is a great way to connect with your supporters, voters, and constituents, or just to get to know the people in your community. Whether you’re looking to collect donations, rally voters, or influence public opinion, it’s a super effective tool!

In Qomon, the calling action helps you set up peer-to-peer calling lists, making sure your volunteers get a list of qualified numbers to work through.

You can attach a brief with all of the instructions and talking points your volunteers need to feel prepared during their calls, assign action leaders, and even use advanced criteria to assign your Users & Teams.

There are two ways to launch a calling action:

Once there, you'll have the option to "Create an action" at the top right of your screen.

Choose the type of action, in this case it's "Call". Then, simply choose which filters you want to use to target contacts you want to call. You can filter by: zones, tags, you can select one or more streets, or a city.

💡 You can also draw an area on the map to group the numbers you want to call; This can be a polling station, a district or neighborhood, or even a geographic area (ex: North...).

⚠️ Don’t forget to pick an action title and add a description for your volunteers. In your Action Settings, choose start and end dates, an action leader, and any key info like talking points or a Qomon survey. Finally, assign your users and teams - and you’re all set for a smooth calling session!
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Head over to your "Contact" tab on the left-hand side of your screen. You have the option of filtering your contact base according to different criteria (like age status, etc. for example).

⚠️ Remember to add the "Phone or mobile field" filter - quite important to include contacts with a number to call.

You can add any additional filters to refine and target your calling campaign (including geographic filters in your 'map view').

Once you have loaded your filtered contact database, click on "Actions" and "Create an action" to enter the action creation tunnel.

Read this article for a detailed guide on how to use the calling action from your mobile app!