The general information page is where you will input all the essential details of a COS project.
It is crucial that all fields contain the proper information, as this can impact how the project is executed. For instance, the state where the project is being dialed lets the call center know the time zone and the latest permissible dialing time based on Eastern Standard Time.
Key fields on the general information page include:
- Client: The name of the client this project is for.
- Project Name: The name of the project.
- Project Date/Time: The date and time the project will begin.
- Stop Date/Time: The date and time the project will end.
- State: The state where the project is being dialed. Note that we occasionally run multi-state projects.
- Caller ID: The phone number that will appear on the voter's caller ID.
- Number of Questions: The number of questions in the script.
- Report Emails: A field to add specific email addresses to receive daily reports.
- Assigned Sub Client: Allows our clients' clients to view reports.
- Campaign Notes: Any specific considerations for this project.
Note: Check with the project manager before assigning sub-clients. Campaign notes can be viewed by the project manager, call center, and client.