Now in early access · We are onboarding campaigns now. Get set up →
Phonebanking

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.

01

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.

02

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.

03

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.

04

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.

What to check
  • 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 it on your own patch

Book a demo and we will walk you through it on a real ward.

More guides

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

From a ward boundary to a printed, assignable round in a few minutes.

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 genuinely unclear ones ever need a person.

Read the guide →

Import postal, proxy and elector changes

Postal, proxy and elector detail updates in seconds, matched on register number, no mapping and no review queue.

Read the guide →

Digitise a paper marked register

Scan, upload and choose who reads the marks, your volunteers for free or Cadrify itself for a processing fee.

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, live in minutes, 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 →