Wellness Check Phone Banking Instructions

Wellness Check Phone Banking Instructions

Thanks for making wellness check calls with Team Beckner.

We’ve put together a few simple instructions to get you started right away.

If you’ve never phone banked before, don’t worry it’s simple.

You’ll need a few things to start.

What You Need to Make Calls

There are just a few things you’ll need to make calls:

  • Phone
  • ActionID
  • Computer

Any phone will work – home phone, cell phone, or even call from your tablet or computer.

You’ll need an action ID to login to the system. More on that below.

You’ll need a computer or tablet, since the phone banking system is all done online. It’s hard to use your phone since the screen will be small. We recommend a computer or tablet.

Login to OpenVPB

Action IDs are free to obtain and you can get one by following these instructions: Guide to Creating an ActionID.

Learn How to Make a Wellness Call

We’ve made a short tutorial video walking you through the phone banking system. It takes just a few minutes to review and you’ll be calling in no time.

Start Calling

Once you’ve got your action ID, and you’re taken our quick tutorial, you’re ready to make calls.

Follow the VPB code link you received in your email and you’ll be taken to the OpenVPB system.

Thanks again for making calls and being a friend to your neighbors.

If you have any questions, send us a note at info@kevinbeckner.com!