Starting with Switchboard:

Getting Started

Need a Demo? Start Here First!

Overview of Switchboard

Request a Switchboard Account

Navigate the Homepage

Navigate Your Switchboard Menu

Pricing

Integrations FAQ

Billing:

Billing

Check Your Balance

Broadcasts:

Build a New Broadcast

Phonelist Overview

Schedule Send Broadcasts

Tips for Formatting Your Texts

Message Threads:

Administrator: Allowing Users to Claim Contacts

View All Threads: Your Switchboard Inbox

View All Threads: Edit Filters

MMS Messaging:

Video Best Practices

Upload Media to Broadcast

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

Managing Your Account:

Add New Members/Users to Switchboard

Edit Member Roles + Removing Members

Reset Your Password

Help Users Get Logged On

Sending Hours

Two Factor Verification

Custom Opt-Outs

Registration FAQ:

Campaign Verify FAQ

Phone Lists:

Phone List Type: Broadcast Result Chase List from Broadcast Page

Phone List Type: Message Results Chase List

https://notionhits.com/2hsin3pum4cr93qr/61KIF65RBC4WNK7I

Canned Responses:

Create Canned Responses

Use Canned Responses

Automated Responses:

Create Automated Messages to New ActBlue Donors

Create Automated Response by Keyword

Create New Subscriber Message

Short Links:

Create Personalized Shortlinks

Enable + Disable Shortlinks

Edit Shortlink

ActBlue + Switchboard:

Automatically Pause and Unpause your Broadcasts


<aside> 📲 Other Switchboard Playlists:

Field + Switchboard

Finance + Switchboard

Consultants + Switchboard

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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

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

</aside>

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

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