Call Scripts

Overview

Call scripts provide consistent messaging for your canvassing team. Scripts are:

• Database-driven - Managed centrally and synced to all devices
• Dynamic - Support placeholders that auto-fill with voter data
• Organized by sections - Introduction, talking points, objection handling, close
• Assignable - Can be assigned to specific users or turfs

Accessing Call Scripts

Click Call Scripts in the sidebar. You’ll see a list of all available scripts.

Creating a Script

1. Click Create Script
2. Enter a name for the script (e.g., “General Canvass Script”)
3. Add sections with content (see below)
4. Preview in the phone mockup
5. Click Save

Script Sections

Each script is organized into sections. A typical canvass script includes:

Section	Purpose
Introduction	Who you are, why you’re calling
Issue Overview	Key campaign messages and issues
Candidate Info	Background on your candidate
Common Objections	How to respond to concerns
Ask for Support	The ask - vote, volunteer, donate
Close	Thank you and next steps

Adding Sections

1. Click Add Section
2. Enter a section title
3. Write the script content
4. Optionally add tips for canvassers
5. Choose an icon and color for visual organization

Dynamic Placeholders

Use placeholders to automatically insert voter information into scripts:

Voter Placeholders

Placeholder	Replaced With
{firstName}	Voter’s first name (e.g., “John”)
{lastName}	Voter’s last name (e.g., “Smith”)
{fullName}	Voter’s full name (e.g., “John Smith”)
{city}	Voter’s city (e.g., “Tempe”)

Candidate Placeholders

Placeholder	Replaced With
{candidate}	Candidate name based on voter’s district

The candidate placeholder automatically selects the right candidate based on which district the voter is in.

Example Usage

Script text:

Hi {firstName}, this is a volunteer with the Energy Freedom Team.
I'm calling to tell you about {candidate}, who's running for SRP Board in your district.

When a canvasser views this for voter “John Smith” in District 6, they’ll see:

Hi John, this is a volunteer with the Energy Freedom Team.
I'm calling to tell you about Sara Price, who's running for SRP Board in your district.

Tip

Test your placeholders using the phone mockup preview in the editor.

Phone Mockup Preview

The script editor includes a live phone preview showing exactly how canvassers will see the script on their mobile device. This helps you:

• Check text length and readability on a small screen
• Verify placeholder formatting
• See section organization
• Test icon and color choices

Assigning Scripts

Scripts can be assigned to:

• All users - Default script available to everyone
• Specific users - Individual assignment
• By district - Automatically assigned based on voter district

Setting Default Script

1. Open the script
2. Toggle Set as Default
3. Click Save

The default script is used when no specific assignment exists.

Using Scripts (Mobile App)

Canvassers access scripts from the voter detail screen:

1. Open a voter’s details
2. Tap the Script button
3. View the script with voter data filled in
4. Swipe between sections as needed

Best Practices

Writing Effective Scripts

• Keep sections short and scannable
• Use conversational language, not formal text
• Include brief tips for each section
• Anticipate common objections and provide responses
• Test with actual canvassers and iterate

Organizing Scripts

• Create different scripts for phone vs. door canvassing
• Use clear, descriptive names
• Archive old scripts instead of deleting them
• Document version changes in the script description

Caution

Remember: Scripts are guides, not requirements. Encourage canvassers to be natural and conversational while staying on message.