Turning raw calling data into targeting the team could use

In early 2020, I set up Momentum’s phone-banking infrastructure, connecting it to their membership database.

After the 2020 general election, Momentum moved quickly to support the Rebecca Long-Bailey leadership campaign. This required rapidly pivoting their existing tools to a new focus, while carefully navigating data privacy rules.

I set up a new NationBuilder instance and integrated it with CallHub to support this, and later documented the whole system in a manual and training video so the team could run it independently.

Missing feedback loop

Before I joined the team, each round of campaigns calling was configured manually, with no reference to how previous rounds had performed. Much of the time there was no feedback loop, while sometimes data was manually being re-uploaded to NationBuilder, that was slow, technically difficult and mistakes would cause database havoc like duplicate entries or lists.

Agile Targeting

The Nationbuilder-Callhub bridge allowed Momentum’s campaign managers to focus effort on the people and approaches most likely to connect. For example, prioritising reminder texts to people who’d already joined an action or targeting attendees based on proximity to an event, unlocking new ways to target the campaign with precision.