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How to create a calling project
How to create a calling project
Autumn Dorsey avatar
Written by Autumn Dorsey
Updated over 4 months ago

Once you create a call list, call survey, and voicemail, next step is bringing it together to create a project. Reminder, the workflow in Numinar is List + Message (Survey) = Project, so you must have a list and a survey created before you can make project.

💡Numinar's call projects include our predictive dialer feature that increases your call volume by dialing multiple numbers at the same time. Call projects are accessible on both the web and mobile platforms


Step 1/11: Click on Projects

Step 2/11: Click on New Project


Step 3/11: Name your project


Step 4/11: Select the outreach type: live call


Step 5/11: Select your survey

Select your survey


Step 6/11: Select your voter list

Select your voter list


Step 7/11: If using a voicemail, select which one

💡We highly recommend including a voicemail!

If using a voicemail, select which one


Step 8/11: Select your assignees for the project

Select your assignees for the project


Step 9/11: Select the project status

We recommend selecting "draft" if you want to review the project, "to do" indicates the project is ready for assignees to start, "in progress" indicates the project has started, and "complete" status will automatically occur once the project is complete!


Step 10/11: Click on Create Project

Click on Create Project


Step 11/11: Access the project on the Numinar desktop here or in the mobile app

Check out the How to call on desktop article for next steps!

Here's what the calling project looks like on the mobile app!


💬 Frequently Asked Questions

Do volunteers pay for calls made with their service provider?

No! Numinar uses VOIP (voice of internet protocol) meaning the calls are made over the internet.

I am unable to make a calls due to not having a phone number. What should I do?

If your account doesn't have an outbound phone number purchased in settings tab, you will receive a notification. You can simply go to settings where you can purchase a phone number. You only need one!

How much do the phone numbers for making calls cost?

Phone numbers for making outbound calls are a relayed cost of $5/month per phone number.

How does Numinar manage time zone differences when calling?

Call projects don’t display the timezone of the voter. The reports page tracks in UTC!

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