You can import the results of Phone Bank outreach interactions from third-party tools directly into Organizer. Once the data is imported you can use the data for reporting and continuing outreach efforts. Once your data is imported, phone outreach can be used for filtering in Community Builder and is listed in the outreach tab of a single profile.
You can increase the likelihood that your import is successful by using Organizer to prepare a community for your phone call outreach and carefully preparing your import file according to the requirements and recommendations listed below.
Careful file preparation is necessary as Imported Phone Interaction data cannot currently be deleted or removed. Call results such as Wrong Number, Number Disconnected and Opt Out will change the usability and consent for the phone number that was called.
When you are finished preparing your file, see Import Your Data.
Suggested Workflow for a Phone Outreach Effort
- Export a community from Organizer and retain the Profile ID
- Call those individuals using a third-party tool.
- Export the results.
-
Re-import the results to Organizer including the Profile ID.
File Requirements and Recommendations
- Data you plan to import must be saved as a CSV file type.
- Organizer Imports are limited to 500 MB file size.
- You must include Profile ID, Date/Time, Effort Name, and Phone Number Called.
- Each row must correspond to one result summary per profile, and each column must represent information about that interaction.
- Your CSV should include a value in every row and valid formatting for every value (see the Valid Formatting table below).
Valid Formatting
The table below shows the acceptable format for each destination field in Organizer when mapping attributes (i.e., columns) associated with each record (i.e., row) in your import. You do not need to include every attribute in the table in your import, but if you choose to include any of the attributes below, you must format them as described in the "Accepted Values" column of the table.
| Field Name | Description | Accepted Values | Required or Optional and Additional Information |
|---|---|---|---|
| Profile ID | Unique ID from Organizer identifying the person who received the call | Open Text | Required |
| Effort Name | The name of the phone bank effort | Open Text | Required. Max 5 unique names per import. If name matches an existing Effort, it will be reused. |
| Date or Date/Time | When the call was |
MM/DD/YYYY HH:MM, YYYY-MM-DD HH:MM |
Date is Required. If time is not included, then a default time is used. |
| Phone Number Called | The Phone Number that was called | Required | |
| Service | The Phone Call tool used | Open Text | Optional |
| Call Type | Computer or Phone Dial | Computer, Phone Dial | Optional |
| Call Result | The result of the call. | Answered, No Answer, Refused, Opt Out, Wrong Number, Line Busy, Number Disconnected | Optional. Wrong Number and Number Disconnected and Opt Out will impact phone number usability and phone number consent. |
| Call Duration | The amount of the time for the call in seconds | Whole Numbers | Optional |