Create a Script

Scripts can be used in Canvassing and Phone Banking efforts.

To create a new Script, follow these steps:

1. Navigate to Outreach > Scripts and click Create New.
   • In the “Set up Script” step, give your Script a Name and, optionally, add a Description, then click Next. This will bring you to the “Add Content” step.
2. In the “Add Content” step: On the right-hand side, titled Add new question, you can click "Add" or drag content to the script on the left. You can customize the question or message. Your script needs to include at least one question; it can be a basic question, profile question or custom attribute.
   • Basic Questions -  include different types of blank questions. Your options are:
     • Single Select 
     • Multiple Select 
     • Numeric 
     • Open Text 
     • Date/Time Select
     • Message (You can add text that the volunteer can see, but nothing needs to be filled out.) 
   • Profile Questions - These are profile questions that can be added to your script to view and edit profile information within your script. You need to add some descriptive text so the volunteer understands the information to be confirmed or collected. Some profile questions can be made required. 
     • First/Last Name 
     • Address
     • Mobile 
     • Landline
     • Email Address
     • Date of Birth 
     • Gender 
     • Ethnicity 
     • Presence of Children
     • Marital Status 
     • Military Status 
   • Custom Attributes - Organized by Category first, if your Custom Attribute doesn't have a Category, it can be found under Uncategorized. You need to add some descriptive text so the volunteer understands the information to be confirmed or collected.
3. You can click and drag content boxes around on the script or select Move up or Move down from the actions drop-down on the right side of the content box. 
   • You have the option to add conditional logic to each question. 
     • From the actions drop-down next to each question, you can branch each question to any following question or message as long it comes after the selected question. 
     • For Single Select Question Type and Custom Attributes that are Single Select, you can branch each response to another question or message. 
     • It is best practice to add a Message to the end of your Script so volunteers will know when the Script is complete.
     • Make sure all paths map to an ending Message.
4. You can select Preview in the top right corner to run through your script during creation. The three views are: 
   • Canvassing Mobile - Lets you view the script one question at a time as it will appear for Canvassers. 
   • Phone Banking - Lets you view the script as it would appear for Phone Banking and filling out on Single Profile View. Here, you will see all questions until a selection has been made. For example, if you have 10 questions and Question 5 could branch to 6,7, or 8, you will see all questions until you make the selection at question 5. 
   • Landing Page - Lets you view the script as it would appear for a Landing Page. You may not see all the questions depending on your branching logic. For example, if you have 10 questions and Question 5 could branch to 6,7, or 8,  you will not see those questions until you make a selection at question 5. This is to make sure people are not overwhelmed with questions they may not have to answer.
5. When you are finished adding your question(s), click Next. This will bring you to the “Review” step. At this point, you can:
   • Review your Script Name and Description; you can edit them by clicking the pen icon next to Script Setup. 
   • Review your questions; you can edit, add, remove, rearrange, or add logic to your questions by clicking the pen icon next to Add Content.
6. When you are finished reviewing your Script, click Finish. This will publish the Script. 
   • You can edit a script after it's been published. Be sure you are aware when you publish your edits, it  will update landing pages and phone banks using that script. 
   • You cannot edit a script while it's being used in an active canvassing effort Once the effort has ended, you can edit the script. 
   • If any changes are made to Custom Attributes that are used in your scripts, you might see a tag on the scripts list view “Out of Date”. You will need to edit the script and republish the script to make sure you can address any changes that may need to be made. 
     • Example: You may have updated, or archived a custom attribute and need to update the question text or possible branching issues that may have appeared.