Consultants + Switchboard

Starting with Switchboard:

Billing:

Billing

Check Your Balance

Pricing

NGPVAN + Switchboard:

Request API Key + App Name

Make Your NGPVAN Lists Appear in Switchboard

Broadcast List Type: NGP/VAN/Every Action Saved List

Create and Sync Labels with NGPVAN

Broadcasts:

Build a New Broadcast

Phonelist Overview

Tips for Formatting Your Texts

Schedule Send Broadcasts

Automatically Pause and Unpause your Broadcasts

Pause Broadcast in Progress

Send a Test Message

Broadcast Stats

Phone Lists:

Phone List Type: Message Results Chase List

Phone List Type: Broadcast Result Chase List from Broadcast Page

MMS Messaging:

Upload Media to Broadcast

Video Best Practices

Managing Your Account:

Add New Members/Users to Switchboard

Edit Member Roles + Removing Members

Help Users Get Logged On

Sending Hours

Two Factor Verification

Custom Opt-Outs

Registration FAQ:

Campaign Verify FAQ

ActBlue + Switchboard:

Message Threads:

View All Threads: Your Switchboard Inbox

View All Threads: Edit Filters

Automated Responses:

Create Automated Messages to New ActBlue Donors

Create Automated Response by Keyword

https://notionhits.com/2hsin3pum4cr93qr/JFS40YTTG8OFQ4PE

Canned Responses:

Create Canned Responses

Use Canned Responses

Shortlinks:

Create Personalized Shortlinks

Edit Shortlink

Add Shortlink to Broadcasts

<aside> 📲 Other Switchboard Playlists:

Field + Switchboard

Finance + Switchboard

Switchboard Admins

</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

</aside>

<aside> ➡️ Find this doc helpful? Share it: swtch.help/consultants

</aside>