TX FUT Guidelines (5/18/22)

Attachment: 2896/TX_FUT_Guidelines_(5_18_22).pdf

FOLLOW UP TOOL GUIDELINES

(

Updated 5/18/22)

login to conventionofstates.com

http://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.

Page Metadata
Login Required to view?	No
Created:	2022-05-16 23:02 GMT
Updated:	2023-06-08 21:23 GMT
Published:	2022-05-16 05:00 GMT
Converted:	2025-11-11 12:23 GMT
Change Author:	Jayme Burkhart
Credit Author: