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If you are running a texting program that requires your staff/volunteers to reply back to messages, you can have these individuals do this at their leisure using the “Claim Contacts” feature in the Switchboard Message Threads. Below we will explain how best to go about managing the claiming and releasing of your contacts.

  1. To see replies from recipients of your broadcast, head to your message threads from your Switchboard Homepage.

    Screenshot 2024-03-25 at 12.18.20 PM.png

  2. This will bring you to the inbox dashboard. Claim contacts by clicking Claim Contacts under the Unclaimed column. This will allow you to claim batches of up to 10 contacts in need of a reply.

    1. Switchboard understands that campaigns want to build ongoing relationships with their supporters, so once a contact is claimed by any inbox user or admin, that contact will remain the responsibility of that user. Anytime the contact replies, whether its immediately or in a week, whoever claimed the contact will be responsible for replying.

    <aside> 💡 This is a great feature for campaigns with volunteers who want to build lasting relationships overtime, run a relational program, or even maintain a consistent point of contact with the campaign for the voters they are texting.

    </aside>

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  3. When you’re ready to reply, click “X Replies Needed” under Claimed by Me which will take you to an inbox where you can begin replying to your claimed contacts. If you have replied to everyone, and you still have time to spare, you can claim more contacts until there are 0 replies needed. Note - the “Claim Contacts” button claims 10 contacts at a time, so click the button as many times as you have time for!

  4. As mentioned above, these contacts will be auto-assigned to you across future broadcasts unless you release the contacts. In order to ensure responses are prompt, once a user is done with their shift or logging off, they can choose to release any claimed contacts so another user can claim them in the future! That way, even if the recipient’s response is delayed, they will always get a prompt answer from your organization. To release the contacts, click Release Contacts under the Claimed by Me column.

    release tezts.jpg


<aside> ⭐ Other Helpful Resources:

Administrator: Allowing Users to Claim Contacts

Use Canned Responses

View All Threads: Your Switchboard Inbox

View All Threads: Edit Filters

</aside>

<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

</aside>

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

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