Labels can be used to tag contacts with information. For example, you may use Grassroots Donor to a contact that gives under $100 to your organization. You can then use these labels in various parts of Switchboard. On the Phone List Page, you can create a new phone list that includes/excludes contacts with specific labels. On the Message Threads Page, you can filter contacts to just those with specific labels.
If your NGPVAN/Votebuilder is connected to Switchboard, you can configure a label to take an action (apply an activist code, survey question, or canvass result) when it is applied to a contact.
This resource will show you how to create these labels and how to sync them with your NGPVAN.
<aside> ⚠️ Switchboard will not make NGPVAN Survey Responses, Activist Codes, and Canvass Results in NGPVAN, we will only connect existing ones to labels and communicate that information.
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<aside> ⭐ Other Helpful Resources:
Apply Labels to Contacts in Messaging Threads
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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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