Here is a Quick Political Phone Banking Guide for Campaigns

By the time you reach political phone banking on the checklist of things that your political campaign needs to do, you’re probably already stretched thin. So, let’s make this quick and easy – if you need answers to:

• “Where do I get a list of people to call?”
• “How do I recruit volunteers?”
• “What should my phonebanking script look like?”
• “How do I make calls, and what dialer should I use?” or
• “How do I measure the results of a phone banking campaign?”

This will be your guide.

What is political phone banking?

Political phone banking is a form of campaign outreach where volunteers make direct phone calls to potential voters to identify supporters, raise funds, get people to attend events, and persuade them to vote for a candidate or a cause.

Phone banking involves everything like: 

• Recruiting and training volunteers
• Creating targeted lists of people to be called, 
• Preparing call scripts, 
• Deciding on a calling tool
• Tracking all calling activities 

This ensures that outreach efforts contribute to the ultimate goal of getting every supporter to vote.

Types of political phone banking

There’s more than one way to run a successful political phone banking campaign. Here are the key types to know:

• Traditional phonebanking: This involves volunteers manually calling voters—either from campaign offices or from home. It’s slower but offers a personal touch.
• Automated outreach: Robocalls, voice broadcasts, and voicemail drops help you reach thousands quickly. It’s perfect for scale, though less personal touch.
• Text-based communication: Peer-to-peer texting and SMS broadcasts are ideal for reaching younger, mobile-first audiences. It’s fast, flexible, and still feels direct.
• Interactive tools & hybrid models: Combining automation with live volunteer follow-up, this approach uses tools like IVR or predictive dialers to boost efficiency while keeping conversations human.
  

Political phone banking isn’t one-size-fits-all. The best method depends on your campaign goals—whether it’s voter ID, GOTV, or volunteer recruitment

Does phone banking work?

It’s no coincidence that political campaigns all over the world use phonebanking as a way to reach out to constituents. It works.

Take a look at Les Républicains, one of the two major political parties in France.

Using political phone banking for volunteer recruitment, they managed to make over 900,000 calls and recruit 800 volunteers in four months.

Integrations made sure that data from their phonebanking campaigns in CallHub flowed into their CRM, NationBuilder, so new information that was collected through phone banks immediately reflected in their database.

Jagmeet Singh, who ran for the leadership of the NDP in Canada, used phonebanking extensively for GOTV efforts targeted at identifying supporters and party members.

With an impressive turnout of 70% among segments of Jagmeet’s supporters, he went on to win the election, becoming the youngest leader in the party’s history.

Australia’s Greens Party MP Jamie Parker decided to run a hyperlocal campaign combining door-to-door canvassing and political phone banking.

They followed up each face-to-face interaction with a phone call and then continued calling voters throughout the campaign.

In Canada, Organizing for Change, an environmental coalition group used phone banking to drive calls to British Columbia voters to get them out to vote in their recent provincial elections, increasing voter turnout by 7%.

LGBT advocacy group, NEAT, uses phone calls to connect voters to their elected officials. 

How to organize a virtual phonebanking campaign

So what makes a political phone banking campaign successful? This virtual phone banking guide lays out a step by step process you can follow:

1. Building a list of people you want to call

It all starts with the list of contacts you need to call. Depending on where you are from and the data you require, there are three ways to get lists:

Local election office

Your state or county election official can provide the latest list available from the state. Contact your Secretary of State’s office or the local election bureau for the voter file. This will likely be a very basic list. NationBuilder provides similar voter files as a free resource on their website.

Your political party

The major political parties maintain their own voter data on top of the public lists. So, if you are contesting as a party candidate, you can use the party voter file. These files would contain additional information on potential voters, such as past candidates supported and donor tags.

Data vendors

Some voter data vendors like L2 or Aristotle provide lists they have built or collected from past campaigns. The information in those lists is more comprehensive than a state-provided list. It also comes at a higher cost so it might not be viable for small campaigns.

If you just have a basic voter list, these services can also append missing data, helping with list cleaning.

Note: Another option is to buy or rent lists from other candidates who previously ran in the same area.

Further Reading: Building your voter contact list

2. Deciding how you want to make calls

Once you have your list, you need to determine how you want your volunteers to make calls. That’s where virtual phone banking software like CallHub can help.

However, even after choosing a software, you can select how you want the calling campaigns to be set up. Typically, your software will give you the following options.

Let’s see the differences between the types of dialing: 

Read Also: Manual Dialer: Here is What the New Laws Say

3. Preparing a phonebanking script

A political phone banking script lets volunteers structure the conversation around the right talking points without deviating into long-winded debates, and for nervous, first-time phone banking volunteers who don’t have experience cold calling strangers, a script is a godsend.

Volunteers should be able to use the phone banking script to collect the right data points while coming across as polite and helpful.

For example, the goal of a Voter ID script is to identify the level of support for your candidate, issues the voter cares about, and potential volunteers or yard sign hosts.

You can do that by posing potential voters direct questions that will reveal their voting preferences.

The questions on a voter ID script should look something like this:

A Persuasion script is for recontacting undecided voters who have already been ID’d.

These scripts are usually longer, with the volunteers engaging the voter in a conversation on the issues they identify with.

A GOTV script is aimed at getting the supporters you’ve identified out to vote.

During the initial stage of GOTV, it is crucial for the script to engage the voters in creating a plan for how and when they vote. Right before the election, your scripts should be tailored toward getting out the vote.

Take a look at our article on writing an excellent phonebanking script.

Your script is essential in making sure all your volunteers are on the same page when it comes to talking to potential voters or volunteers.

4. Recruiting volunteers for political phone banking

How do you get people to donate their time?

Volunteers are likely to step forward if they feel that the work they do is going to make a difference or if they are deeply aligned with your campaign’s agenda.

Talk about how political phone banking impacts your campaign efforts and how it can be the difference between winning a losing your election.

Recruiting volunteers is all about having a compelling objective and story for your campaign.

Another option is looking within your organization. Assuming you are not taking their time away from more crucial tasks, asking in-house for volunteers can bypass the need to promote your phonebanking event.

If you’re considering distributed campaigning with phone banks, a phone banking software like CallHub can make it easy for you to add volunteers to your campaign through a sign-up form.

Here are some ways your campaign can start recruiting volunteers:

• Put your phone banking dates on the website and let people sign up to phone bank right from there.
• Make the ask to people who are identified as supporters during the voter ID stage.
• Put the call out on social media
• Assign volunteers responsibility of local recruiting efforts They’ll be able to connect better with peers in the area.

5. Training volunteers and encouraging collaboration

There’s no getting around the fact that most of your phonebanking volunteers are going to be inexperienced. This is why easing the learning curve and making your volunteers comfortable is an important part of setting up a phone banking campaign.

Some steps you can take for a more efficient phone bank are:

Getting volunteers used to the interface

If you’re using a phone banking software to run your campaign, take some time initially to make sure your volunteers can comfortably navigate the interface.

Make it a collaborative process

If your volunteer has a question or a suggestion that they think will improve your political phone banking efforts, set aside the time to hear them out.

Providing distractions every now and then

There’s no doubt that making calls for hours on end can get dull. Re-energize your volunteers with the occasional distraction. Don’t forget to keep your stores of snacks, water, and coffee stocked throughout the day.

Use a centralized communication tool

Using Slack or WhatsApp to centralize your communication has two clear advantages:

1. It makes it a lot easier to coordinate phonebanking efforts and share important updates.
2. It gives volunteers the space to interact with each other and form a sense of community and shared purpose.

6. Importing lists and assigning contacts to volunteers

You can connect your CRM or database directly to the phone banking tool and import contact lists. If you don’t use a CRM and simply have your lists as spreadsheets, you can import them as well.

You can then select the group of volunteers for your campaign and your software will automatically split up the list and assigns it to them. You can even let new volunteers join the campaign while a phone bank is going on and a tool like CallHub will start assigning them contacts too.

7. Analyzing data and making improvements

After running a successful political phone banking campaign, it’s finally time to measure your results.

Analyze your conversions at the end of your campaign, did you reach out to the people you wanted to? Did they turn up to vote?

There are some key metrics you can measure that are specific to phonebanking campaigns:

• Agent occupancy rates – Percentage of time volunteers spend on calls against idle time
• Call drop rates – Calls that got disconnected before they were connected to a volunteer / Total number of calls dialed
• Reach rates – Percentage of calls that were picked up
• Number of call attempts – Per agent and total

Use cases of political phone banking

Previously explored briefly, the main use cases of phone banking for political campaigns are:

1. Identifying voters and Cleaning lists
   Categorizing supporters in order to target them for different calling campaigns. Filling in crucial data that can help you identify your supporters.
2. GOTV or Get out the vote
   Mobilizing supporters to vote at the end stages of your political campaign.

There are other ways to identify voters and GOTV, like social media and going door to door, but political phone banking edges them out, simply because—social media isn’t as personal, and door-to-door canvassing isn’t as scalable.

Cleaning Lists and Identifying Voters

In the early stages of your campaign, you need to be aware of who still lives in the area you are campaigning in and how likely they are to support you. Depending on where and how you are getting your contact lists, you may be missing crucial information, such as party affiliation, email address, history of voting or voter stance on specific issues.

Cleaning your lists by filling these knowledge gaps is a significant step in the campaign process. This lets you identify voters based on who you want to target for future efforts. With every phone call, volunteers fill these gaps in the database to make sure future campaign outreach efforts can be tailored to individual voter preferences.

For example, you can call people to determine which voters will probably vote for your campaign and separate them from those who need to be persuaded to vote for you, letting you target the former category with a GOTV campaign.

Another way to ID Voters is to rate them on a scale, e.g. 1-5 where 1 is highly likely to vote and 5 is highly unlikely.

The main goal of a voter identification campaign is to create a target universe of supporters who’ll form the crux of your campaign messaging across the persuasion and Get Out The Vote stage. 

Get out the vote

GOTV or Get Out The Vote efforts are the vital last stage of your campaign, aimed towards mobilizing your entire GOTV universe–people that you already know are supporting your campaign–and getting them out to vote.

GOTV campaigns are most effective right before voting begins. The message should be simple and to the point – conveying the urgency of voting and getting your candidate the win.

Irrespective of how many volunteers you have, it can be very daunting to reach every supporter on your GOTV list by manually dialing their numbers. While a single volunteer hand dialing contacts from a physical list may talk to about 10 – 15 people in the span of an hour, an automated dialer can bring up that number up to 45 to 50 conversations in the span of an hour, and are commonly used at this stage for their capacity to handle higher volumes.

The above are just a few ways political phone calls can help your campaigns.

Also read: Phone Calls for GOTV: 8 Solid Strategies for your Campaign!

A final rundown – What you need to phone bank during elections

There are a few more questions you need to ask yourself before getting started with a political phone banking campaign.

What is the scale and budget of your political phone banking?

Before you start planning your overall political banking campaign, you need to be aware of how many people you want to reach and your budget estimate for making calls.

Some key figures you need to determine are:

• Your win number
  The number of votes you need in order to get your candidate elected. This will give you the number of people you need to contact for your phone banking.

Read Also: How to determine your win number and create a perfect voter outreach plan.

• Voter contact estimate
  This is the estimated cost of contacting all the voters you are planning to reach during your political phone banking campaign
• Vote Deficit
  This is the number of extra votes you need in order to win an election.
• How many volunteers?
  Make sure you plan for enough volunteers to comfortably reach your calling goal.

Assuming you have these numbers at hand:

• Total contacts on your contact list
• Number of days you plan to run the campaign
• No. of hours per day
• No. of calls a single volunteer can make per hour (varies depending on your dialer, and how much time volunteers spend on each call)

You can calculate your total volunteers with this formula:

For example, with 10,000 contacts, 14 days, and 2 hours per day to spend on phonebanking, with your volunteers making 15 calls an hour, you would need approximately 24 volunteers to comfortably call everyone in your contact list.

What are the laws?

Different countries have different regulations when it comes to political phone calls. For example, in the US, you cannot make calls to cellphones using an automated dialer. Make sure your campaign is operating within compliance.

Also Read: Staying Compliant in your Calling Outreach.

What type of dialer should you use?

If you are using a phone banking software, the dialer you choose can have a considerable impact on your campaign.

CallHub lets you choose between four dialers for your campaigns:

1. Power Dialer: A power dialer is an outbound calling tool that automates the dialing process, automatically dialing the next number on a list when a representative is ready for a call, and connecting them with a live person. 

Here is what power dialer can do: 

• Let’s volunteers focus on the call while the system handles dialing.
• Gives time to fill in surveys or notes before moving to the next call. 
• Typically makes 50–70 calls per hour, depending on call length.

Use cases: 

• Small to medium-scale fundraising campaigns.
• Donor engagement or follow-up calls.
• Membership or subscription renewal outreach.

2. Predictive Dialer: A predictive dialer is a calling tool that automatically dials multiple numbers simultaneously and connects only answered calls to available volunteers.

What predictive dialer can do: 

• Maximizes volunteer talk time by screening unanswered calls.
• Adjusts dialing rate dynamically based on call patterns.
• Enables volunteers to make calls in large volumes efficiently.

Use cases:

• GOTV campaigns to mobilize voters quickly.
• Large-scale volunteer recruitment calls.
• Any campaign requiring high call volume in a short time.

3. Preview dialer: A preview dialer is an outbound calling tool that enables volunteers to review contact information before making a call, giving them more control over the outreach process.

What can this dialer do: 

• Allows volunteers to prepare personalized messages based on contact info.
• Volunteers choose whether and when to call a contact.
• Helps improve call quality and personalization

Use cases: 

• Donor stewardship or high-value fundraising campaigns.
• Volunteer engagement campaigns requiring detailed messaging
• Surveys or feedback collection where personalization improves response.

4. Auto dialer: An auto dialer is an outbound calling tool that automatically dials numbers from a contact list and connects calls to available volunteers without manual intervention.

What it can do:

• Eliminates manual dialing completely.
• Connects contacts to volunteers automatically.
• Handles high-volume calling efficiently.

Use cases:

• Appointment reminders or notifications.
• Large-scale awareness campaigns.

Event invitations or RSVP follow-ups.

FAQs on political phonebanking

1. Where to find political phone banking jobs?

Political phone banking jobs can be found through a variety of channels, including: 

• Local political party offices
• Campaign websites 
• Nonprofit organizations
• Online job boards, like the CallHub community page, are a hub where volunteers and campaigns connect

2. Example of a political phone banking script?

Introduction:
“Hi, my name is [Volunteer Name], and I’m calling on behalf of [Candidate/Party Name]. How are you today?”

Purpose:
“Pleasure speaking to you. We’re reaching out to supporters in your area to share information about [Candidate/Issue] and to encourage voter participation in the upcoming election.”

Key Questions:

1. “Are you familiar with [Candidate/Party Name]?”
2. “Do you plan to vote in the upcoming election?”
3. “Would you like to receive updates or volunteer for our campaign?”
   

Optional Persuasion (if voter is undecided):
“[Candidate] is focusing on [Key Issue/Policy], which affects our community by [Brief Explanation]. Does this align with your priorities?”

Closing:
“Thank you so much for your time! If you’d like to get more involved or have any questions, you can visit [Website/Contact Info]. Have a great day!”

3. How do you phone bank for a candidate?

Get trained, use a voter list, follow the script, record responses in the campaign system, and follow up with supporters as needed.

Wrapping up your political phone banking campaign

There you have it. You’re equipped with almost everything you need to get started with your political phone banking campaign. However, the question that remains is which software or platform to use? 

CallHub makes this easy with predictive, power, preview, and auto dialers, seamless CRM integrations, and volunteer management tools—streamlining outreach so your campaign can focus on connecting with supporters.

Try CallHub today and see how simple and effective phone banking can be.

More resources for political phone banking

There you have it. You’re equipped with almost everything you need to get started with your political phone banking campaign.

But you might still have some questions. We’re happy to answer them, so just schedule a call with us here. Or take a look at some more posts from our blog that might help you:

• 10 tips to win at political phone banking
• Distributed campaigning with phone banks (the how-to guide)
• Best phone scripts for political GOTV campaigns
• Phone survey software for market research and political polling

If you want to try out CallHub for phone banking, take a test run by signing up.

Mukundan Sivaraj

Mukundan (that's me!) is a writer at CallHub, an outreach platform that connects nonprofits with their supporters through voice and text messages. Mukundan’s focus on nonprofit technology and communication helps him show nonprofits, big and small, how technology can help elevate their cause.