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Labels can be used to tag contacts with information. For example, you may use Grassroots Donor to tag contacts that give 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 account 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 account.

Creating a new Label

Syncing Labels with NGPVAN


<aside> ⭐ Other Helpful Resources:

Integrations FAQ

Apply Labels to Contacts in Messaging Threads

Phone List Type: Labels

Upload CSV with Labels

</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>