Field + Switchboard

Starting with Switchboard:

NGP + 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

https://notionhits.com/2hsin3pum4cr93qr/S90UFSKJ1M1I9WSO

Broadcasts:

Build a New Broadcast

Send a Test Message

Phonelist Overview

Upload CSV with Labels

Schedule Send Broadcasts

Tips for Formatting Your Texts

Phone Lists

Phone List Type: Labels

Phone List Type: Upload CSV

Labels:

Apply Labels to Contacts in Messaging Threads

Canned Responses:

Create Canned Responses

Use Canned Responses

Manage Your Account:

Add New Members/Users to Switchboard

Edit Member Roles + Removing Members

Help Users Get Logged On

Sending Hours

Custom Opt-Outs

Message Threads:

Administrator: Allowing Users to Claim Contacts

Claim and Release Replies

View All Threads: Edit Filters

Automated Responses

Create Automated Response by Keyword

Shortlinks:

Create Personalized Shortlinks

Add Shortlink to Broadcasts

Edit Shortlink

MMS Messaging:

Video Best Practices

Upload Media to Broadcast

<aside> 📲 Other Switchboard Playlists:

Finance + Switchboard

Consultants + Switchboard

</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/field

</aside>