How to make the most of your free trial with eCasework

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You’ve signed up for a free trial (if you haven’t, click here!), set your password and logged in for the first time. But now that you’ve got 30 days to put the tool through its paces, how are you going to make it work for you? We’ve compiled these tips to show you how to use the features that will improve the casework process and help you get things sorted.

1. Add your first case, import your contacts

There’s no time like the present. Seize the moment and add your first case by following the step-by-step guide on our help site. Once you’ve added a case, you’ll be able to access your account and work on it at home, in the office, by the pool…literally anywhere with an internet connection! Now is a good time to build up your contacts list too, and you can follow these instructions to import your address book.

2. Set yourself a follow-up strategy

For some constituents, casework can be the last port of call for getting their problems solved when the ‘system’ has failed them. In that sense, processing casework can be considered as providing good customer service and a decent follow-up strategy will ensure everything runs smoothly.

  • Always communicate clearly: tell residents & officers what needs doing and when it should be completed. This is called ‘signposting’ and helps keep everyone on track.
  • Set small, achievable goals: casework will become a piece of cake if you break up the process into manageable tasks. We’ve written tips on how to do that here.
  • Review cases regularly: it’s easy to forget about something when it’s brand new but making casework a part of your daily routine is a cinch. Why not change your homepage to eCasework or launch eCasework like an app from your tablet?

3. Be proactive and start collecting cases

Residents really appreciate it when they can see that voting for you wasn’t a waste, and the best way to show your dedication is through doorstepping. People may not always be able to make it to your surgeries or may not know how to get in touch, but a friendly chat on their doorstep shows that you’re willing to help with their problems. Pick up your tablet or iPad (don’t forget to connect to mobile data!), knock on someone’s door, and add their casework to your case list.

4. Receive cases through your blog or via email

Haven’t got time to go out into the neighbourhood? By adding your eCasework email address to your Twitter or Facebook profile, constituents will be able to send their problems direct to you, and you can start building your address book as well as your case list. If you often receive casework via your council address, we recommend setting up automatic case creation. There’s a step-by-step guide on our help site to guide you through the process. You can also start collecting casework on your website or blog, and we’ve written a post showing you how to do that.

5. Ask for a helping hand

Not sure on how to make something work? Don’t worry, help is at hand. Get in touch with the support team and they’ll get back to you soon.

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