Using FundHero for Call Time

Most candidates are familiar with calltime, a list and sometimes binder full of people who need to be called. It takes the campaign team time and effort to pull together this list of people, print it out, and organize it. The candidate then has to call through the list, make notes about each phone call, and then the campaign team has to re log those notes into a system somewhere so no one forgets what happened during the call.

FundHero wants you to rethink the way you do call-time and make it a fully digital experience so that all your information is in one place and less time and effort is required.

Creating Call List

Finding contacts in FundHero is quick and simple. All contacts are listed on the left hand side and can easily be searched through.

  1. Find contacts – Search through the contacts and flag ones that need to be called. Use the smart groups to find lapsed donors and outstanding pledges and flag those contacts as well.

Making Calls/Logging Information

The flagged list from the above step now becomes your call list. Click on the Flaggedbutton to pull up the list. Now you can start working through the list.

You can click on the first contact and readily see all relevant contact information, you can also scroll down to see the contact and donation history. This gives you an idea of who this person is and what this call will be about. To make the call click the “Action” button. This way as you make the call you can immediately type in all relevant call information.

Also be sure to track any pledges you might have received over the phone.

Once you’ve logged in the call information you can click the flag icon again to remove the contact from the list and move onto the next contact.

Following Up

The smart groups all you to track any outstanding pledges, tasks, or recent donations that need thanks.

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