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Author Topic: Phone Bank Householding or Phone Number Grouping  (Read 1400 times)

jacobhunter

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Phone Bank Householding or Phone Number Grouping
February 14, 2012, 07:34:50 pm
Hi all,

Apologies if this has been brought up elsewhere, my cursory search of the forums did not find a similar post.

We have been using CiviCRM for a large phone canvass (7 lines, 30K numbers) and we're coming up with a consistent problem with multiple people per phone number. I was wondering if there is a pre-existing way of house-holding people by phone-number for the phone bank?

Currently as an example, we have a large number of South-Asian people in our call list with the same last name. Unfortunately, there is no grouping by phone number, so for example per 1 in the list and person 5 have the same phone number, but 2, 3 and 4 have different ones. If we can't household, it would be good to group by Last name, and then Phone Number, so as to avoid double-calling. It's easier for people to notice the same phone number if they're sequential, however when they're broken up it leads to an increase in double-calls.

Thanks for any advice people can offer on fixing this situation. Currently we have instructed our callers, but a technological fix would be ideal.

-Jacob

Donald Lobo

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Re: Phone Bank Householding or Phone Number Grouping
February 15, 2012, 06:09:37 am

R u using the phone banking report?

Can u describe your phone bank workflow? Curious how u've set it up to distribute among the volunteers

thanx

lobo
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jacobhunter

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Re: Phone Bank Householding or Phone Number Grouping
February 15, 2012, 11:31:39 am
We are using the conduct survey function, wherein an admin reserves callers, and caller-accounts then conduct the interviews. All is done directly via the database, rather than via report printouts. We have it set to a maximum of 100 callers reserved at a time to get around the 64M PHP memory limit imposed by our hosting account (I know, not ideal, but we've found it workable).

Does that help?

jacobhunter

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Re: Phone Bank Householding or Phone Number Grouping
February 15, 2012, 12:05:06 pm
Also, just noticed the sidebar on my posts does not apply to this example. In this instance, we're using Drupal 7 and Civicrm 4.08.

daybell

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Re: Phone Bank Householding or Phone Number Grouping
February 24, 2012, 11:40:22 am
We are phonebanking in a similar fashion to Jacob, but would like to sort by address instead. We figure that will put contacts next to each other where they are in the same household with different last names, and where we might have a phone number for one member but not for another.

That last example maybe makes little sense (phonebanking to contacts without phone numbers) but we figure the callers may find some households and can add the numbers on the fly.

morgan

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCampaign (Moderators: Kiran Jagtap, xavier) »
  • Phone Bank Householding or Phone Number Grouping

This forum was archived on 2017-11-26.