Phonebank your contacts for free.

Avoid paying for pricey phonebanking platforms or proxy numbers. Cadrify opens the call on your volunteer's own phone, for no cost at all.

The call screen on a phone for a petition phonebank: the script, the contact Sheila Bailey and a Call Sheila button.

Cadrify keeps the call list synced live with your database, so everyone can see who has already been rung and what the response was. An organiser names the phonebank, writes the script and sets who to ring, drawing on the same contacts your branch already holds for events, petitions and leaflet rounds.

Set up a filter on the contacts you already hold to produce the list, then assign it to volunteers to work through. Callers see the script, one contact and a call button. While a caller has someone on screen, nobody else is given the same person. When the call ends they pick an outcome, add a note and move on, and organisers watch the list fill in from the call list and call log tabs.

Nothing is dialled for you and nothing is charged per call. The call button opens the phone's own dialler, so a volunteer can ring from their mobile at home with no extra cost.

How a phonebank runs

1

Name it, write the script and set who to ring

Select New phonebank, give it a name and a description and write the script the callers will read. Add targeting rules on membership status, postcode, town, county or surname, or leave them empty to ring every eligible contact. A phonebank can be linked to an event or a petition, which adds a sign-up prompt to the call screen.

Each branch sees its own phonebanks. A list only ever draws on contacts that belong to that branch or the branches beneath it.

The phone banking page for a branch with three active phonebanks, two linked to a petition and one to an event, each showing calls made against the list.
2

Generate the call list

Generate the list and Cadrify takes a snapshot of every contact who matches the rules, has a phone number and is not on the do-not-call list. The phonebank moves from draft to active. Regenerate later and the pending entries are refreshed while anyone already called is kept.

The call list tab of a phonebank: 6 contacts with their location, call status, last outcome, times called and when they were last called.
3

Assign the callers

Search for phone bankers by name or email and assign as many as you like in one go. Each one gets a row on the phonebank with a status and the date they were assigned. Revoke a caller and they lose the list at once.

For someone without a Cadrify account, Generate code issues a single-use QR code and link that opens this phonebank alone. They give their name, start calling and the code ends at the end of the day unless you set a later date.

The assigned phone bankers panel: a search box, an Assign phone bankers button and two assignments each showing a status, an email and the date assigned.
4

Make the calls one contact at a time

The call screen shows the script, the next contact's name, town, postcode and membership, and a call button that opens the phone's dialler. That contact is reserved for the caller for 20 minutes, so two volunteers on the same list never ring the same person. Skip returns them to the pool for someone else.

The call screen on a phone: progress 3 of 4 called, the script, the next contact and a Call button.
5

Record the outcome and move on

Once the call starts a timer runs and the outcomes appear: answered, no answer, voicemail, wrong number, call back, interested, will volunteer, donated, joined event or hostile. Pick one, add a note and select Save and next. On a phonebank linked to an event, a positive outcome offers a tick box that records their sign-up on the event, provided the contact has an email address.

Do not call removes the person from this list and every future one. Their number goes on your organisation's suppression list and their phone opt-in is cleared, so no later list can pick them up by mistake.

The outcome step on a phone: the ten outcome buttons with Interested picked, and a box to record the contact's support for the linked petition above the notes.

In practice

Filling an action day

Link a phonebank to the event, target your members and supporters and give callers a script that asks for two hours on Saturday. When someone says yes, the tick box on the call screen adds them to the event's sign-ups, so the organiser sees the team grow without a separate list.

A member ring-round about a petition

Link the phonebank to the petition and ring the members who have a phone number. Notes from each call, who will share the link, who will collect signatures, land in the call log for the organiser to follow up the next morning.

A volunteer who turns up on the night

Generate a QR code from the phonebank page and let them scan it. Once they give their name they see the script and their first contact, with no account to set up. The code is single use and expires at the end of the day.

A caller with a paper list and no signal

Print sheet produces a PDF of the call list with a number, name, phone, postcode, type and a space for notes. Outcomes from the sheet are keyed in afterwards from the call screen.

The list you were emailed

Paste the names and numbers into Add from list. Existing contacts are matched on their number so you do not get duplicates, new ones are created and tagged, and the phonebank is ready to call.

FAQ

Who ends up on a call list?

Contacts in your branch, or the branches under it, who match the targeting rules and have a phone number. Anyone on the do-not-call list is left out however the rules are set. The list is a snapshot taken when you generate it, so it does not change under a caller mid-session.

What about consent?

Each contact record carries a phone opt-in flag with when and how it was given, and every outcome is written to the audit log. Whether you may ring someone is your call under your party's rules and the law. What Cadrify enforces is the do-not-call list: once a caller marks someone do not call, their number is suppressed on every list that follows.

Can two callers ring the same person?

No. When a contact is served to a caller they are reserved for 20 minutes. If the caller closes the screen without saving an outcome, the reservation lapses and the contact goes back into the pool.

Does Cadrify make the call?

No. The call button opens the phone's own dialler with the number filled in. There is no built-in dialler, no VoIP and no per-call charge. Phonebanking is included in the plan.

Who can create a phonebank and who can call?

Creating, editing, generating lists, assigning callers and printing sheets need the organiser role. Calling needs the door-knocker role and an assignment to that phonebank, or a claimed QR code. Organisers can call on any phonebank in their branch.

Can I ring electors from the register?

Call lists are built from your contacts, not the electoral registerElectoral register nounThe official list of everyone registered to vote in a local authority area, published in full once a year with monthly updates in between.In Cadrify Cadrify imports the register on every update, matches it to the right ward and polling district by GSS code, and keeps each import as its own dated version so nothing recorded about an elector is lost.Full definition →. The register does not carry phone numbers. A person who is both a contact and an elector is matched on name and postcode, so their doorstep record and their call record belong to the same person.

What happens when someone says do not call?

The entry is marked suppressed, the number is added to your organisation's suppression list and the contact's phone opt-in is cleared. Generating any later list checks that suppression list first.

Can I pause or finish a phonebank?

Yes. Edit the phonebank and set it to paused, completed or archived. Callers opening a completed phonebank see a message that it has finished.

What this means for your campaign

Every call list keeps its own state. Organisers know who has been rung, by whom and with what result, and callers never double up or lose their place.

Set one up while you write the script and hand it to whoever is free that evening. The notes are waiting the next morning.

See Cadrify in action

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