https://notionhits.com/2hsin3pum4cr93qr/8EOTESWA0TWW10E5

Starting with Switchboard:

Getting Started

Need a Demo? Start Here First!

Overview of Switchboard

Integrations FAQ

Pricing

Navigate the Homepage

Navigate Your Switchboard Menu

Broadcasts:

Build a New Broadcast

Automatically Pause and Unpause your Broadcasts

Schedule Send Broadcasts

Send a Test Message

Phonelist Overview

Tips for Formatting Your Texts

Broadcast Stats

Phone Lists:

Phone List Type: Upload CSV

Phone List Type: Message Results Chase List

Phone List Type: Broadcast Result Follow-Up

Labels:

Upload CSV with Labels

Apply Labels to Contacts in Messaging Threads

Canned Responses:

Create Canned Responses

Use Canned Responses

MMS Messaging:

Video Best Practices

Upload Media to Broadcast

ActBlue + Switchboard:

Phone List Type: New ActBlue Filter

Phone List Type: Existing ActBlue Filter

Managing Your Account:

Add New Members/Users to Switchboard

Edit Member Roles + Removing Members

Reset Your Password

Check Your Balance

Billing

Sending Hours

Two Factor Verification

Custom Opt-Outs

Message Threads:

View All Threads: Your Switchboard Inbox

View All Threads: Edit Filters

Automated Responses:

Create Automated Response by Keyword

Create Automated Messages to New ActBlue Donors

Shortlinks:

Create Personalized Shortlinks

Add Shortlink to Broadcasts

Edit Shortlink

<aside> 📲 Other Switchboard Playlists:

Field + Switchboard

Consultants + Switchboard

Switchboard Admins

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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

</aside>

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

</aside>

<aside> 💸 For questions about your invoices, charges, or credits, please email [email protected].

</aside>

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

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