Login Screen
This is the initial log in screen for the mobile solution. It is a standard Salesforce login interface.
Volunteers will enter their Username and Password into the relevant fields.
Please click Next...
Welcome Mat
This is the amended Welcome Mat screen. This is a standard Lightning Component that can be added to welcome Volunteers to the solution.
NAACP has provided updated copy for this page. There is a checkbox option that volunteers can click so that the Welcome Mat does not display when they log into the solution again.
Please click Next...
Contact List
The next screen is the Contact List that the volunteer will be responsible for. There are three icons for each contact, contacted by phone, contacted by sms, and whether the contact will be voting. These icons will change once the contact has been contacted, whether by call or sms, and when the volunteer indicates that they will be voting or not.
There are also KPI Blocks that displayed number of voters contacted, voters contacted by phone and sms, as well as KPIs for voters that will be voting or not
Please click Next...
Contact Card
When a volunteer clicks on a contact in the contact list, they will then be shown a contact card. The contact card contains demographic information that the volunteer could use in their outreach.
The Demographic Data includes Contact Age, Contact City, Contact County, Contact State, Contact Genders, as well as Contact Voting History.
The contact card also contains options to call or sms the contact.
Please click Next...
Call Initiated
When a volunteer clicks the call button on the contact card, the Twilio server begins the process of connecting the volunteer to the contact.
As a connection is established, the volunteer’s cell will ring and the call will be connected.
Please click Next...
Call Script Selection - Yes, Voter is Voting
Once the call is connecting, the volunteer can select a script from a dropdown men. There will be scripts that are relevant for all situations, whether the voter is voting, is undecided, or is not voting
The Volunteer can click on each tab to see the different scripts for the situation.
NAACP will provide the copy and different variants of these scripts.
Please click on the “Is Undecided Tab...”
Call Script Selection - Voter is Undecided
Once the call is connecting, the volunteer can select a script from a dropdown men. There will be scripts that are relevant for all situations, whether the voter is voting, is undecided, or is not voting
The Volunteer can click on each tab to see the different scripts for the situation.
NAACP will provide the copy and different variants of these scripts.
Please click on the “No Is Not Voting Tab...”
Call Script Selection - Voter Isn’t Voting
Once the call is connecting, the volunteer can select a script from a dropdown men. There will be scripts that are relevant for all situations, whether the voter is voting, is undecided, or is not voting
The Volunteer can click on each tab to see the different scripts for the situation.
NAACP will provide the copy and different variants of these scripts.
Once the volunteer has selected the appropriate script, they can return to the call on the default dialer.
Please click the “Return To Call Button”...
Call In Progress
The call takes place in the mobile device’s default dialer. This is to ensure that the interface is as familiar to the volunteers as possible.
Once the volunteer has completed the call, they can end it using the normal call hangup feature.
The system will then take them to the capture notes screen on the Contact Card.
Please click the Red Call Hangup Button...
Capture Call Notes
Once the call finishes, the volunteer will come back to the contact card. Here they will be able to capture certain required information as well as notes on the call.
Please click Next...
Contact Card with Captured Notes
Once the call notes have been captured, the volunteer can view the contact card. You will notice that the contact card now contains a button to view the contact notes.
Please click Next...
Viewing Contact Notes
When the volunteer clicks on the Contact Notes button on the previous screen they will see the contact card with all the notes and information that was captured by the volunteer. Any other user can also view the notes for the contact.
Please click Next...
SMS Messaging Interface - Yes
When the colunteer clicks on the sms button on the contact card, they will see the messaging interface. This looks similar to a standard sms interface for mobile.
The only addition to a default messaging interface is a tab selection for “pre-canned” messages that the volunteer can share, depending on whether the contact is voting, is undecided, or is not voting.
Please click Next...
SMS Messaging Interface - Maybe
When the colunteer clicks on the sms button on the contact card, they will see the messaging interface. This looks similar to a standard sms interface for mobile.
The only addition to a default messaging interface is a tab selection for “pre-canned” messages that the volunteer can share, depending on whether the contact is voting, is undecided, or is not voting.
Please click Next...
SMS Messaging Interface - No
When the colunteer clicks on the sms button on the contact card, they will see the messaging interface. This looks similar to a standard sms interface for mobile.
The only addition to a default messaging interface is a tab selection for “pre-canned” messages that the volunteer can share, depending on whether the contact is voting, is undecided, or is not voting.
Please click Next...
SMS Messaging Categories - Custom
The SMS Messaging Interface does also allow the volunteer to insert a custom message. Selecting the message box will put the on-screen keybaord for the volunteer to write their custom message.
Please click Next...
Contact List with Progress
Once the volunteer has contacted the contact on their contact list, the icons on the contact list will change so that the volunteer can see who has or has not been contacted.
The KPI requirements that NAACP has put for the different contact options will also be included in this Contact List Screen.
Please click Next...
Call Log
The solution can also feature a Call Log much like the default call log for mobile.
Please click Next...
SMS Message Log
The solution can also feature an SMS Message Log much like the default sms message log for mobile.
Please click Next...
Analytics Dashboard
The addition of analytics dashboard(s) will give NAACP
staff the ability to analyze the success of the outreach
campaign by providing graphical representation of
different campaign metrics.
NAACP Team to confirm the desired metrics.
Click the different hotspots to inspect the data visualizations in more detail...
Please click Next to Continue...
Thank You!