Title: TX FUT Guidelines (5/18/22)
Original CoS Document (slug): tx-fut-guidelines-5-18-22
Login Required to view? No
Attached File: TX_FUT_Guidelines_(5_18_22).pdf
Created: 2022-05-16 19:02:13
Updated: 2023-06-08 17:23:33
Published: 2022-05-16 01:00:00
Converted: 2025-04-14T20:04:20.548876579
FOLLOW UP TOOL GUIDELINES
(Updated 5/18/22)
login to conventionofstates.com
click on profile icon in upper right hand corner to bring up drop down
menu
select Dashboard
Go to the tools section of the icons on the far left side of the page
Select Follow up tool
in the dark gray column headings find the heading for Lower
(this represents your house district)
in the light gray section where it says filter type in your house district
number ie. 28 or 45 etc.- the number of your district only
Then hit the blue circle button in the upper right corner of the page to
apply the filter
(the white circle button cancels all applied filters)
What you are now seeing should be any new petition signers in your
house district. You will notice that the created at date column has
dates showing in green, yellow and red. The created at date refers to
the date the petition was entered into our system. The colors are a
visual representation of how long they’ve been in the system.
Newer entries with be in green, ones that have been there a few days
- yellow and ones that are at least a week old in red. Our goal is to
have every new petition signer contacted by someone from their
district within a few days or in green. Once an entry has turned to red
our state followup team will try to reach out to them.
Goal for contacting each new signer is to send them a welcome
information email and to try to connect with them via a text
message and a phone call.
Next click on the person’s name and that will bring up their profile.
Under their profile name you will see a series of data points with
either checkmarks or X’s if they apply. Most everyone should have a
checkmark for petition signed. Take note if they have checked that
they are interested in volunteering. These will be people we want to
give a little special attention to contacting.
To the right of the profile information is an email tool. Click on the
template drop down menu and select the option TX-TX Universal
Thank You. This will populate in the body of the email. You will need
to manually type in a subject. Type in the persons name - Welcome
to the Convention of States Team.
At the bottom of the email tool hit the blue
SEND box.
Under the person’s profile info copy their phone number and use it to
send a text message.
Here are examples of text messages that could be sent depending on
weather the petition signer has indicated they want to volunteer or
not
Sample FUT TEXTS
Hi______- My name is ( Your name) and I’m a volunteer with Convention of States
Action. Thank you for your support and if you are interested in more information or
volunteering please contact me and check out conventionofstates.com/stand
IF VOL IS CHECKED
Hi ________- My name is ( Your name) and I’m a volunteer with Convention of
States Action. Thank you for your support and I’d love to talk to you about
volunteering with our organization. Let me know when would be a good time for
you. In the meantime help us spread the word about COS by sharing this video
with your friends and family. conventionofstates.com/stand
Next attempt to reach petition signer with a phone call. The
purpose of this call is to personally thank the person for their
support of the convention of states project and determine if they
have any interest in more information or volunteer opportunities.
If so direct them to the conventionofstates.com website and the
Resources tab for more info and the Take Action tab for
volunteer opportunities and the Introductory Webinar
registration.
Sample CALL or Voicemail
Hello __________
My name is (Your Name), and I’m a volunteer with Convention of States
Action here in Texas.
I’d like to thank you for your support and for signing our petition. Are you
potentially interested in more information or perhaps being part of our
volunteer team?
If YES-
Great, let me direct you to our website. conventionofstates.com There is a
resources tab with a lot more information about our organization and our
progress. And there is a take action tab that would allow you apply for a
volunteer role and register for our introductory webinar that will provide you
with a great overview of our mission and our organization.
Do you have any questions that I may answer?
Thank you again - Good Bye
IF NO-
I understand
If you ever change your mind be sure and check out our website
conventionofstates.com \\
Thanks again for taking the time to sign our petition.
Good -bye.
If they have check VOL-
Hi _________ This is (Your Name) and I am a volunteer with Convention of
States Action. I’d like to thank you for your support and for signing our
petition. I see that you are interested in Volunteering and that’s great!
(At this point you may want to find out a little bit about them, how they
found out about COS)
Let me direct you to our website conventionofstates.com There is a
resources tab with a lot more information about our organization and our
progress. And there is a take action tab that would allow you apply for a
volunteer role and register for our introductory webinar that will provide you
with a great overview of our mission and organization. I look forward to
working with you and having you on our team. Good bye!
VOICEMAIL-
Hi ________ This is (Your Name) and I am a volunteer with Convention of
States Action. I just wanted to personally thank you for your support and
for signing our petition. If you’d like more information please contact me or
visit our website conventionofstates.com. Thanks again.
If they have checked VOL-
Hi ____________ this is (Your Name) and I am a volunteer with Convention
of States Action and I just wanted to personally thank you for your support
and for signing our petition. I also see that you are interested in
volunteering and I’d love to chat with you about that when its convenient so
please let me know. In the meantime check out our website
conventionofstates.com and click on the Take Action tab for volunteer
opportunities. I look forward to talking with you. Have a great day!
Once you have sent the text message and tried to call (even if
you just left a message) hit the COMPLETE button at the
bottom of the profile page in the follow up tool.
The FUT is a welcome clearing house for the District Dashboard which contains
all data for our petition signers. We would like people processed through the
follow up tool as quickly as possible.
Notice that if you begin the process with a petition signer but do not fully complete
it that person will move from “new followup” to “in progress” which are category
headings at the top of your Follow Up Tool page. Once you have completed the
process it will move the person to your “Archive” All your completed followups
will be found in the archive. It’s important that you complete the process in a
timely manner!
If you actually connect with a petition signer that wants more info or to volunteer
be watching for a volunteer application to come into the Leaders Management Tool
(LMT) and you can onboard them to our team from there.