CallFire User Guide

Step 1: Open your web browser and navigate to: www.callfire.com

Step 2: Click on the “Agents Login” tab on the top right hand corner of the

website

Step 3: Click on the [Click Here to Launch]

link to open the agent interface.

Step 3: Select your campaign

There should be a drop down menu next to “Campaign” which will show a numerically ordered listing of numbers to the left of Campaign Names. These represent different call lists that are offered to CallFire.com users.

WE WILL PROVIDE THE CAMPAIGN NAME AND PASSWORD ON THE TRAINING CALL BEFORE EACH VOLUNTEER SHIFT.

Step 4: Input your phone # (10 digits), the password (provided), and email.

IMPORTANT

ONLY CLICK “NEXT” WHEN YOUR PHONE LINE IS AVAILABLE AND YOU ARE READY TO START TAKING CALLS.

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Step 5: Click “Next” and Callfire will call you

•When you answer, hit # to continue.

•A computerized voice will provide you with an Agent ID

•Type in your Agent ID on the Callfire website and click “Login”.

DO NOT HANG UP for the rest of the time you are using the CallFire system.

Step 5: Talk to Supporters!When the person picks up, follow the script and record their answers. At the end of the call, stay on the line and click “next call”. Remain on the line until you are connected to the next person.

WHAT’S ON THE SCREEN?•The script is located top left

•Answers are recorded below.

•Current call information is on the top right.

CLOSER LOOK: Script

CLOSER LOOK: Responses

CLOSER LOOK: Call info & buttons

- Caller information. This box contains the name, address and other information about the person you’re calling.

- The “End this call” button allows you to end a call but NOT be connected to the next caller (a way to pause). Do not hang up your telephone.

- Click “Next Call” to go on to the next call

- Click “Logout” to logout

CLOSER LOOK: Script

Things To Remember

• Stick to the script no matter what kind of conversation you get into! Your task is to talk to as many people as possible. Don’t get pulled into lengthy conversations we want you to reach as many people as possible.

Phone Banking FAQ:• Q: What happens if I need to pause or take a break? A: No problem. Just click the

“Log Out” button on the bottom right hand corner of the screen. When you’re ready to return simply log back in.

• Q: All right, I have the hang of this. Do I have to join another training call to phone bank again? A: Nope! That’s the beauty of this system. Please let us know when you will be calling, and we ask that you commit to calling for at least a couple of hours.

• Q: What if the person on the screen is not home, but the person who answered is willing to talk? A: Great! Record their answers as you would with any other call but make note of their first and last name in the “notes” section on your screen.

Congratulations! You’re ready to start

calling!