Follow-ups
Overview
Section titled “Overview”The Follow-ups page helps you find voters who responded positively or neutrally during canvassing and have phone numbers available for follow-up contact. This is your action list for turning warm leads into committed supporters.
Statistics
Section titled “Statistics”Key metrics are displayed at the top:
| Stat | Description |
|---|---|
| Supportive | Voters marked supportive who have contact info |
| Leaning/Undecided | Voters marked leaning or undecided with contact info |
| Total Contactable | All voters with positive/neutral results and phone numbers |
| Has Phone | Voters with phone numbers on file |
Follow-up Table
Section titled “Follow-up Table”Each row shows:
- Voter - Name and address
- Phone - Phone number with click-to-call and click-to-text actions
- District - SRP district number
- Result - Their last canvass result
- Votes - Their voting acres
- Actions - Phone icon (call), SMS icon (text), link icon (view details)
The table displays the first 100 results. Use Export to Excel to get the full list.
Filtering
Section titled “Filtering”| Filter | Options |
|---|---|
| Search | Voter name, address, or phone number |
| Result | All Contactable, Supportive only, or Leaning/Undecided only |
| Contact Method | Has Phone |
| District | Filter by SRP district |
| Turf | Filter by assigned cut list |
Exporting to Excel
Section titled “Exporting to Excel”Click Export to Excel to download an .xlsx file with all matching voters (not just the first 100 shown on screen). The export includes formatted columns with proper widths for easy review.
Use the exported spreadsheet for:
- Phone banking sessions
- Distributing call lists to team members
- Tracking follow-up progress offline
Best Practices
Section titled “Best Practices”Prioritization
Section titled “Prioritization”- Follow up with Supportive voters first to lock in commitments
- Contact Leaning/Undecided voters with targeted information
- Focus on voters with higher voting acres for maximum impact
Timing
Section titled “Timing”- Make follow-up calls within 48 hours of initial contact
- Call during reasonable hours (9 AM–7 PM)
- Try different times if first attempt goes unanswered
Conversation Tips
Section titled “Conversation Tips”- Reference the previous canvassing conversation
- Address any concerns or questions they raised
- Have a clear ask (volunteer, vote, sign, etc.)
- Record the new result after the follow-up call