Build a phonebank from your own data
A phonebank is a call list plus a script, worked through one contact at a time. It draws on the same filter logic as door-knocking, so your call list and your knock list never disagree.
Write the script and set the targeting
Give the phonebank a name and write the calling script your volunteers will read. Build a targeting filter the same way you would for a round. Only contacts with a phone number and phone opt-in are ever included.
Build the call list
Generate the list straight from your targeting filter, or upload a CSV of names and numbers if you are working from an external list. Either route brings the campaign from draft to active.
Assign callers
Search for volunteers and assign them, or generate a one-time QR code so someone with no Cadrify account can start calling in under a minute.
Make the calls and record outcomes
The call screen serves one contact at a time. Dial, pick an outcome such as interested, will volunteer or call back, add a note and move to the next. Every response lands back on that person's record immediately.
- Only contacts with a phone number and phone opt-in are ever included in a targeting filter, whatever else it selects on.
- Marking someone do not call suppresses them from the list straight away.
- The call list has to exist before you can assign phone bankers to it.
See Cadrify in action
Book a demo and we will walk you through it on a real ward.
Run the rest of the campaign
Import the electoral register
Upload the file, map the columns once, and every future file from the same council imports itself.
Read the guide →
Generate a door-knocking round
Turn a ward boundary into rounds you can print and assign.
Read the guide →
Run a leaflet drop
Reuses the ward's existing rounds, so a drop is ready to assign the moment it is created.
Read the guide →
Run polling day and GOTV
Synced stations, a live telling rota and knock-up lists that correct themselves as the day goes on.
Read the guide →
Produce nomination papers
Enter a candidate once, generate every council form, signatures still wet ink.
Read the guide →
Review and match records
New register rows get scored automatically. Only the unclear ones need a person.
Read the guide →
Import postal, proxy and elector changes
Postal, proxy and elector detail updates, matched on register number, with no mapping and no review queue.
Read the guide →
Digitise a paper marked register
Scan, upload and choose who reads the marks, your volunteers or Cadrify's reader with a human check on the rest.
Read the guide →
Bring in a volunteer with a QR code
A one-time QR code opens one task for one volunteer, no account needed, active in under a minute.
Read the guide →
Plan a poster round
Bundle poster and posterboard requests into a round, assign it and watch delivery happen live.
Read the guide →
Run an event
A public sign-up page and a QR check-in screen, with every attendee added to your supporter database.
Read the guide →
Run a fundraiser
A donation page on your own Stripe account. Money goes direct, and Cadrify adds 0.5%.
Read the guide →
Create a petition or action page
Petitions, open letters and forms on a public link, with every response added to your supporter database.
Read the guide →
Set up casework
One representative per area, matched by GSS code, and volunteer access gated behind a data-protection tick.
Read the guide →
Build the EC return
Cadrify assembles the return, your agent signs it, and the download is the Commission's own workbook.
Read the guide →
Build a filter and save an audience
Drag and drop a condition tree once, check the count, then save it as a filter or a reusable audience.
Read the guide →