Making Calls with the Dialer

The calling feature is a core part of Raise More's functionality.

This guide will walk you through the process of making calls, managing interactions, and best practices for effective calling sessions.

Starting a Call Session

1. Choose a list to call from:

   • Click "Lists" in the left-hand menu and select "Make Calls" next to your chosen list, or
   • Click "Make Calls" in the left-hand menu and select a list from the dropdown.

2. You'll see the dialer interface with the first contact's information.

3. To connect your phone:

   • Scan the QR code displayed with your smartphone.
   • This connects your phone to the Raise More dialer.
   • If you can't scan the QR with your phone, by hovering over the QR code, you can see a phone number and a code to enter on your phone or share with your candidate.

4. Once connected, the "Call", "Next Person", and "Hang Up" buttons will become active.

Making a Call

1. Review the contact's information before calling.
2. Click the "Call" button to dial the contact.
3. Wait for the contact to answer.

Managing the Call

During the call:

1. Take notes in the provided field about the conversation.
2. If a pledge is made, enter the amount in the "Pledge Amount" field.
3. If needed, you can click "Hang Up" to end the call at any time. We recommend placing your actual phone on speaker and down in front of you to avoid the habit of hanging up your actual phone when using the browser-based dialer.

After the Call

1. Select the appropriate call outcome button to record the outcome:

   • Not Home
   • Wrong Number
   • Left Message
   • Do Not Call
   • Pledged
   • No Pledge
   • Call Back Later

2. Add any final notes about the interaction.

3. Click "Save Interaction" to record all the details.

4. The "Next" button will become active. Click it to move to the next contact.

Best Practices for Effective Calling

1. Prepare Before Calling: Review the contact's history and any previous interactions.

2. Stay Organized: Use the note-taking feature to record important details during the call.

3. Be Respectful of Time: If someone asks to be called back later, make sure to note the preferred time.

4. Listen Actively: Pay attention to the donor's concerns and interests, and make notes for future reference.

5. Follow Up: If you promise to send additional information or call back, make sure to follow through.

6. Take Breaks: Regular breaks can help maintain your energy and focus during long calling sessions.

7. Review Your Performance: After your calling session, review your call dispositions and notes to identify areas for improvement.

8. Update Contact Information: If you discover any changes to a contact's information during a call, update their profile immediately after the call.

Handling Common Scenarios

1. Voicemail: If you reach voicemail, leave a brief, friendly message with your name, organization, and reason for calling. Don't forget to leave a callback number. You can also use the "Drop Voicemail" button to leave a pre-recorded message. Once you've left a voicemail in a call session, you'll be presented with a "Leave Same VM" button to quickly leave the same message for the next contact. you will also be able to click the down-arrow next to that button and select a different voicemail to leave on subsequent calls.

2. Do Not Call Requests: If someone asks not to be called again, apologize, assure them you'll update their preferences, and use the "Do Not Call" disposition. That will prevent them from being called, texted, or emailed in the future without deleting their contact information.

3. Wrong Number: If you've reached a wrong number, apologize, and use the "Wrong Number" disposition to flag the contact for review.

Let us know if you have any questions or need further assistance with making calls in Raise More!