Solidarity Tech — Campaign Operator's Guide
ʻĀina Votes · full walkthrough · click a chapter or open a timestamp link to jump in.
Open the written guide
Chapters
0:00
Intro & Scope
0:46
Settings: Chapters, Team & Roles
10:57
Settings: Templates, Numbers, Call AI & Email
17:55
Integrations (Zoom, ActBlue, API)
21:26
The People Page & Filters
30:22
Adding & Importing People
35:05
Person Profiles & Agents
38:26
Events & RSVPs
50:31
Event Pages
56:41
Automations
57:51
Voice & Phone Banks
1:12:03
Pages & Scheduling Calls
1:16:47
SMS: Inbox, Text Banks & Blasts
1:21:36
Email Blasts
1:24:55
Canvassing (Field)
1:32:55
Finances, Reporting & Wrap-Up
Written guide (Google Doc) — same chapters, cross-linked to these timestamps ↗
Phonebank Training
Volunteer phonebank training (video) — the why, the script, FAQs, and the dialer →
Call script (Google Doc) ↗
How to run a phonebank — host guide (Google Doc) ↗
How to deliver the training — trainer guide (Google Doc) ↗
