Crosschecking

LIVE CALLS:

  • Confirm the start and end dates of the calling project.
  • Obtain the Caller ID if not provided, and request it if missing.
  • Ensure the calling goals match the instructions and are filled out for all calling days.
  • Review the Center Notes.
  • Verify the correct project template is being used.
  • Disable Skip Logic for surveys with more than 9 questions.
  • For cell phone projects:
    • Disable skip logic.
    • Add an attempt counter.
    • Check the script format and ADVO-ID.
    • Confirm the number of questions.
    • Ensure the script matches the client email.
    • Verify the skip logic, opening, and closing are filled out.
    • Confirm any provided disclaimers.
    • Determine if the project is voter-specific.
    • Check for screen pops.

GOTV:

  • Check for screen pops.

ROBOS:

  • Label the message length.
  • Confirm the script language.
  • For GOTV, ensure the answering machine message is ready.

DATA SCRUB:

  • Scrub the data for cell phone numbers.
  • Add any necessary miscellaneous fields for screen pops.

TEXT PROJECTS:

  • Confirm the PO and PO Description include "Text" and/or "MMS".
  • Set the end date to the following day.
  • Set the end time to 10:00 AM.
  • The Management Notes should include the number of text segments and whether there is an MMS.
  • Configure remap responses as 1=1=DNC, 1=2=OTHER, unless more specific remaps are required.
  • The goal should be 100% list saturation, unless a stop number is provided.
  • Manually change the project status to active prior to sending texts.