Scale to Win

Hi all,

We’re thrilled to announce a number of new features that you’ll notice the next time you log into the Scale to Win Dialer! 

These include a multiple passes feature, a new standardized first script question format, a date filter for calling stats on the View Results page, and a new “patch-through call” question type. Details below.

1. Make Multiple “Passes” on Your Call Campaign

You can now choose the number of “passes” (up to five) that you want to make during a given calling campaign! This allows you to easily try reaching the contacts on your list multiple times, so you’re more likely to have a conversation with them.

The new “Number of Passes” step in the campaign creation process.

Be sure to specify the minimum amount of time you want to elapse between each pass. You can edit this and the number of passes before you’ve started your campaign or after you’ve launched it. 

Want to learn more? Read our new “Multiple Passes” guide for more details.

2. New, Standardized First Question Format

When creating a new call campaign, the first question of your script will now follow a standardized format with eight default response options. This adjustment is an important component of the above multiple passes feature, and will also enable you to keep your results more consistent across campaigns and to set up calling campaigns more quickly.

Your first question will be the question where your caller determines whether or not they’re speaking to the intended person (e.g., “Hi! Is [first name] available?”).

This question will now include the default response options of “Talking to Correct Person,” “Wrong Number,” “Call Back Later,” and more. You can edit these response options and add additional ones, if you’d like. 

An example of the new, standardized format for the first question of call scripts.

You’ll also notice the addition of a new field: “Disposition.” This field indicates which contacts the dialer should call again during subsequent passes on your list (e.g., contacts marked as “Call Back Later”) and which it should not (e.g., contacts marked as “Wrong Number”). This field is not shown to callers.

Feel free to simply use the default Dispositions that are prefilled in your first question response options.

The new “Disposition” field now included in the response options for the first question of all call scripts.

IMPORTANT NOTE ⚠️: If you copy a campaign created before today, the new standardized first question will overwrite your previous first question. You should review this new first question to make sure it fits your calling script. Be sure to re-select your preferred “Action” for each response option in your first question, as these will have been overwritten. The rest of your script will be copied over from your previous campaign as you had originally created.

3. Filter “View Results” Stats by Date

You can now filter certain statistics on your “View Results” page by date! These stats are in the “Campaign Results” section on the lower half of the page.

The Campaign Results section of the View Results page, which can now be filtered to display your desired date range.

We hope this will be useful for admins looking to understand how their calling results have changed day to day, or to narrow to today’s results (e.g., to create a nightly report).

4. Make Patch-Through Calls 

We’ve released a new question type in the script-building interface that allows your callers to patch contacts through to a separate phone number, such as a legislative representative’s office. This can be particularly useful for issue campaign phonebanking.

To use this feature, 1) select “Patch Through Call” from the Question Type dropdown menu when writing a question in your script, 2) choose “Patch call through to target number” from the Action dropdown menu, and 3) enter the target phone number in the “Number to patch the call to” field.

An example of the “Patch Through Call” question type.

We’re excited for you to try out these new features. If you’re confused or have questions after trying them out, feel free to reply back to this email.

In solidarity,

Claire & the STW Team