No. When you load a list into the calling system, that list is static. That means that it will not change until you change it. If you want to have “fresh” data in the calling system – to take out voters who have returned their ballots or who have been contacted in another part of your …
Will my dialer lists be updated automatically when the data in my PDI account changes? Read More »
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.
When you are creating a new calling campaign in the PDI integration, you can modify the information that will be displayed for each voter when you create the campaign. You will see the standard layout at the bottom of the screen: To add a text label or a field on the next line down, click …
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 …
When you create a new calling campaign, a standard set of information and display layout about each voter is sent from PDI to the calling system. The default information is the voter’s full name, party, sex, age, and permanent vote-by-mail status. The information will be displayed in the upper-left area of the phoners’ screens. You …
How do I customize the information that is displayed about the voters? Read More »
PCT/CallEvo campaigns can hold a single list of targets, or there can be multiple lists loaded into a campaign. As long as you are using the same survey, you can keep using the same campaign and just add new lists to it. There are different reasons that you might want to do this. For example, if …
How do I add a new list to an existing campaign? Read More »
Once you have prepared your PDI account, set up your survey, and created a universe of people that you want to phone, you are ready to create a calling campaign. Go to the Click to Dial Team Calling area of your PDI account and click on the Create New Caller Campaign button in the lower …
In the PDI interface, leave the survey setting as “Logical” (this is true, even though the dialer integration does not using branching logic in the phoners’ screen setup). Typical campaigns will use a survey with a support question – “Can we count on your support for our candidate? Y-N-U”. There may also be separate follow-up …
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 …
Once your PCT/CallEvo account has been set up, you will receive a welcome email from us. That email will have information about how to set up your computers to use the system, and it will also have your “tenant id” number. Contact your PDI account representative or PDI Support and ask them to connect your …
How do I add calling services to my PDI account? Read More »
