Text banking: Best Practices

If you haven’t already done this, please start by reading our Textbanking: Getting Started guide, which includes links to texting organizations and candidates.

These tips are useful for any organization or texting provider.

  • Stay organized! Especially if you are using multiple texting platforms, or even if you’re using only one:
    • Bookmark all your Slack workspaces (Open Progress, Indivisible, Resistance Labs, etc.) and texting app home pages (TextOut, Spoke, ThruText, Hustle).
    • Keep track of all your passwords. Consider using a password manager like 1Password or LastPass.
    • For keeping track of Slack notifications and pages, consider downloading the Slack app for Mac or Windows.
  • Even if it is not required, consider using the web-based version of your texting app. The bigger screen and keyboard will make your texting easier and faster. Have the mobile version (if there is one) on your phone so you can check on replys and notifications when you’re out and about.
  • Keep texting guides and training docs open in a separate window or tab on your computer so you can consult them as needed while you’re texting.
  • Stick to the timeframes designated by your provider. Never text before 9am or after 9pm in the time zone of the people you are texting.
  • Always use the exact greeting (opening) script for a new workflow.
  • Use the reply scripts, but don’t be afraid to deviate to use your own voice. But do not change information in a script without approval.
  • Keep it short and conversational – emojis are OK!     
  • Stay positive and polite, even with people who are rude. Remember that you are representing another organization! A nasty or snarky exchange could be screenshot and show up on social media to hurt your candidate.
  • Never screenshot and share your conversations on social media.
  • Different texting providers may have different guidelines for when to opt-out people. Be familiar with the guidelines. Opt-out is a last resort, but always do so for anyone who explicitly requests it. Always let them know you have done so.
  • Mental health crises: While this is rare, if someone makes a statement about suicide or other mental health issues, contact a moderator immediately for assistance. Don’t be afraid to ask for help and don’t abandon a conversation with a person in crisis.