Using the PDI integration

New list? New campaign? Which do I want?

Any time you need to change the survey/script that your phoners are using – to add a question or change the response options, for example – you will need to create a new campaign. In all other cases, you can just add new lists to your existing campaign.

I already created the campaign – how do I display polling place/vote center information for each voter?

If you want to keep using the same survey and campaign settings, and you know that polling place information is available in the PDI system (and was already available when you loaded the list into the calling system), you can modify what is displayed about the voter to show the polling place. In the calling …

I already created the campaign – how do I display polling place/vote center information for each voter? Read More »

What other steps should I take to get ready to use PDI to connect to the PCT/CallEvo system?

In the Admin | Surveys & Data Configuration section of the PDI Admin menu, you will need to take two steps to prepare your account to use the dialer.  If you do not have access to the Admin Settings | Admin Settings | Flags & Surveys section of your account, you will need to ask a user with that …

What other steps should I take to get ready to use PDI to connect to the PCT/CallEvo system? Read More »

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