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“Message Threads” is your organization’s inbox. Anytime you send out a broadcast, responses will appear here. Anyone who needs a response from your organization for any broadcast will pop up at the top of your inbox.

In Message Threads, you can manage inbox users such as your teammates, staff, volunteers, etc. You can add labels to better organize contacts, and build lasting relationships with supporters, donors, and voters.

Switchboard keeps a record of the entire conversation with a recipient. You can see every response you have received from a recipient regardless of the broadcast. This allows organizations to have meaningful text conversations and drive supporter and donor retention.

This resource will teach you how to allow users to claim contacts:

  1. After you send out your broadcast, and recipients of your text start replying, head to your message threads from your Switchboard Homepage.

    Screenshot 2024-04-01 at 11.41.09 AM.png

  2. As an administrator, this is where you will turn on the ability for volunteers to claim replies from certain broadcasts. Just toggle this switch to green for any broadcasts you want your inbox users to be able to access and claim messages from under Show to Users.

    claim coancate.jpg

  3. You will then be able to see how many replies are unclaimed under Unclaimed. Users will be able to claim contacts in 10 reply batches.

  4. As an admin, you can track the process of claiming, replying, and releasing by inbox users in your account by clicking on Users With Claimed Contacts.

    users with.jpg

  5. This will open a new page where you can see everyone that has claimed any contacts within a broadcast. Of those, you can see how many still need a reply.

    1. If you think one of your inbox users is no longer active and forgot to release their contacts, you can always release contacts for them. This will allow unread messages to go back into the unclaimed pool of contacts for another inbox user to claim.

      relaseasdqe .jpg

<aside> ⭐ Other Helpful Resources:

Claim and Release Replies

View All Threads: Your Switchboard Inbox

View All Threads: Edit Filters

Sending Hours

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<aside> ❓ Questions or feedback? Email [email protected]

Sign up for a live demo or join our office hours here: swtch.to/events

Learn more: oneswitchboard.com

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<aside> 💻 Find our full resource hub here: swtch.help

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