Sign In #
Volunteers start at the Phone Canvassing sign-in page.
Enter the email address your campaign has on file, then set or enter the PhoneBank password and accept the PDI Terms of Use.
Verify Your Email #
A four-digit verification code is emailed to you automatically.
Enter the code in the four boxes to confirm your account. If it doesn’t arrive, use Resend, or sign in with a password instead.
Welcome to the Phone Bank #
After signing in, read the welcome overview: the system dials for you, a script guides each call, and you log results afterward.
Run a Sound Check first if you’d like, then click Continue.
Script Preview Mode #
A short reminder appears before you see the script: this page is for review only — nothing here dials or saves yet.
Click Got it to continue.
Review the Script C Survey #
Read through the introduction and every survey question before you start calling, so you know what to expect on a live call.
When ready, click Start Calling — or Quick Tour for a guided walkthrough of the calling screen.
Connect to Start Calling #
Clicking Start Calling opens a quick microphone check. Allow microphone access if your browser prompts you
This is required so you can talk with voters once connected.
Go Ready C Dial #
Switch your status from Not Ready to Ready in the top right whenever you’re available to take calls.
The system then dials automatically — status shows Dialing in Progress while it works on connecting you.
Talking With a Voter #
When someone answers, your status switches to Talking and you’re connected automatically.
The voter’s info appears at the top; the script and survey guide the conversation. Click End Call when you’re done.
Note: the voter name/contact info shown is placeholder test data from the training recording, not a real contact.
Wrap-Up — Read the Script #
After the call ends, status moves to Wrap-Up. Scroll through the full script — including the Prop 40 talking points — and read it to the voter as needed.
Wrap-Up — Log Responses #
Record the voter’s answers to each survey question.
Once notes and responses are complete, click Go Ready to return to the queue for your next call.