Setup and manage a call list

Call lists let you and your fellow leaders call supporters efficiently and keep track of contact outcomes. You can:

• Follow up with event RSVPs
• Reach out to supporters at a particular level of engagement
• Divide lists across multiple callers
• Log contact notes consistently

Admins, captains, and vice-captains can create, edit, and use call lists.

Creating a new call list

1. Navigate to your supporter group: Supporter Groups > [Your Group Name].
2. Click Call Lists. Here you will find all past call lists.
3. Click Add Call List to create a new one.
4. Give your list a name. Tip: use a naming convention like [Date]: [Purpose].
5. Optionally, add a description.
6. Set an exclusion period to prevent supporters being called too often (e.g. exclude anyone contacted in the last 24 hours).

Adding supporters to a call list

1. Open the call list and click Add supporters to this list.
2. Choose how to add supporters:
   • By name (search individually)
   • By filters (e.g. a tag filter)
   • By levels of engagement
   • By RSVPs to group events
3. Click Add to call list.

Making calls

1. In the call list, click the green Start calling this list button.
2. You will receive a call to your mobile number. After a short message, you will be connected to the first supporter.
3. After each call, you will be prompted to log the contact outcome.

Logging contacts

For each call, you can record:

• Whether the supporter was successfully contacted
• RSVP confirmation (if relevant)
• Notes from the call
• Any tags to update

Marking someone as successfully contacted removes them from the active call list and places a green tick on their profile.

Handling "no answer"

If a supporter does not pick up:

• Log the call as No Answer and continue, or
• Use the Send SMS button on their supporter card to quickly send a follow-up text before moving on.

Filtering and splitting call lists

Use the filter (top right) to view all, contacted, or not-yet-contacted supporters.

To divide a list among multiple callers:

1. Open the call list.
2. Click Split this into separate call lists.
3. Choose the number of parts (minimum 5 supporters per sublist).
4. View sublists via the Show sublists button.
5. Optionally rename sublists (e.g. with each caller's name).

Reviewing results

1. Go to your group page and click Analytics.
2. Under the Calls section, review total calls made, call duration, number contacted, and outcomes logged.

Adding a voicemail for call-backs

SupporterBase supports a single voicemail which can be set up to play when someone calls your SupporterBase phone number.

1. Record a voicemail and save as an .mp4 audio file.
2. Email the file to info@supporterbase.com.
3. We will upload the file to your Twilio account.

Further reading