Table of Contents

Contact Actions

At Reach, we believe that good organizing doesn’t end when the door closes or when you walk away from the person you’ve just canvassed. Instead, we want to build lasting, positive connections and relationships with our communities, so Reach gives you the tools to do just that.

On the Person Profile Screen, right under the person’s name at the top of the screen, you’ll notice a series of round buttons. These are the Contact Action buttons. In many cases, they will be grey and disabled when you first reach a new person. That is because you have not yet added any contact info for that person to Reach. Add a phone number or email address and tap Save in the top right to see these buttons come alive.

Available Contact Actions

Message

Use the “Message” Contact Action button to message a person in one of two ways:

  • SMS Text or iMessage: this option is available for people who have a phone number listed that you can fully see with no privacy masking. The text message will be sent by your own phone and come from your own phone number.
  • Send via other app: this option is available even for people who don’t have a phone number listed, or for people whose number you can’t see because of privacy masking. You can message a person using another app, like WhatsApp, Messenger, Signal, or any other messaging app you have on your phone!

Email

Use the “Email” Contact Action button to send an email to the person via their email address. This contact action is available for people who have a email address listed that you can fully see with no privacy masking. The email will be sent by your own email client and come from your own email address.

Call

Use the “Call” Contact Action button to launch a phone call to the person via their phone number. This contact action is available for people who have a phone number listed that you can fully see with no privacy masking. The call will come from your own phone and the person’s caller ID will show your own phone number.

Add User

The Add User contact action allows you to invite the person to become a Reach user on your campaign to help you canvass. See more information about adding users here. This contact action is available for people who have a phone number listed that you can fully see with no privacy masking. When you add someone as a user, you have the option to send them an automatic SMS notification telling them they have been added and giving them a link to download Reach. This SMS, if you choose to send it, will not come from your phone number.

Mark as Contacted

The “Mark as Contacted” Contact Action just lets you let the campaign know that you contacted someone even if you don’t do it with one of the built-in contact actions in Reach. If you talk to someone in person, message them on Facebook, or write them a letter and have it delivered by Owl Post, you can use this contact action to log that in Reach.

Add to My Network

The Add to My Network Contact Action lets you indicate a relationship you have with someone and add them to your Network. More on relationships and My Network here.

Edit Name

The Edit Name Contact Action is only available if you added the person. More information on editing added people here.

Edit Address

The Edit Address Contact Action is only available if you added the person. More information on editing added people here.

Why use Reach to contact my network?

Visibility for your campaign

When you use Reach to trigger a contact action, your campaign knows you contacted that person. They can’t read your conversation, but they do know you you send a text or placed a call. This helps them understand how their outreach efforts are shaping up, keep track of their overall contacts, and use time and resources wisely.

Contact Scripts

Campaigns can write and provide you with Contact Scripts to choose from when you send an SMS or Email from Reach. This helps you stay on-message, helps you know what to say when, and saves you lots of time!

Contact Scripts

Contact scripts can created by your campaign for both Email and Message Contact Actions. If there are any scripts setup for your campaign, when you tap the relevant contact action button, a script picker will pop-up letting you choose from all the available scripts. As you tap on scripts, you will see a live preview of that script below. When you have found the script you’re looking for, tap the “Use this Script” button at the bottom of the picker to launch your email or SMS app with the script already pre-filled for you. Scripts will not be automatically sent and you will always have an opportunity to edit the message before sending. If none of the scripts is quite right, you can always choose “Start with an empty message” at the bottom instead.

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