Organization Settings

Updated by Cassidy Chassagne

Sending Window

If a sending window is set, broadcast messages will not be sent outside of these hours. If a broadcast is still in progress the end of sending hours, messages will stay queued, and Switchboard will resume sending them once the start time is reached again. This only affects broadcast messages – inbox or automated series messages will be sent at all times.

  • Note - you can auto-pause a broadcast after a certain date and time too.

How to set your sending hours

  1. Navigate to your Switchboard Menu in the top right corner.
  2. Click All Organization Settings.
  3. Set your Sending Window at the top of the page.
Custom Opt Outs

You have the ability to add custom opt-out terms from your Organization Settings Page. If your message recipients reply with any of your custom opt-out terms, those recipients will be opted out. You can choose whether to apply this setting only to messages that match the term exactly (ignoring punctuation), or to any message that includes the term anywhere in the message.

We recommend considering adding terms that, in your opinion, show a clear intention to opt out of your program. For example, you could add the name of opposing candidates or generally hostile terms like MAGA or curse words.

Getting these folks off your list saves you money on future messages and reduces the risk of upsetting people, which can save you headaches down the road. These ‘voluntary’ opt-outs also don’t count against the opt-out rate tracked by the carriers.
How to Create Custom Opt-Outs:
  1. Go to All Organization Settings in your Switchboard Menu.
  2. This will bring you to Messaging Settings. Below Sending Window, you will see Opt Out.
  3. You will see the 150+ default opt-out words under defaults. You can click Show 155 More to see the full list.
Please beware there are profane words in this list.
  1. To create new custom opt-out words/phrases, click Enable Custom Phrases.
  2. Enter one word/phrase at a time that you would like to include as a custom opt-out keyword.
    1. These word/phrases are not case-sensitive.
  3. Next, you choose whether you would like to match the phrase exactly to opt folks out or opt out anyone who includes that phrase anywhere in their message.
    1. In the case above, if I chose matches this phrase exactly, it would only opt-out people if their text was exactly “I'll never vote for Frank” — no more, no less.
    2. If I chose includes this phrase anywhere in their message, it would opt-out people who said the phrase as a stand-alone or if they said that phrase within their text at all.
      1. Just note, with this option, you’d risk opting out someone who texts something like “I hate when people say “I’ll never vote for Frank” because I love Frank!!!!!”
  4. Once you’re ready, click Add Phrase to add that phrase as a custom opt-out.
  5. Once you’ve added a word/phrase, it will populate under Active Custom Phrases.
  6. You can create an automatic reply to all new opt-outs by toggling that setting on and writing your message. Click Save when you are ready.

Important Notes:

  • This does not retroactively affect messages you were sent before you added the custom keywords—it only applies to messages going forward.
  • If you add a custom opt-out term you can later delete it, but people who are opted out while it is in effect stay opted out.
  • Default opt-out keywords (STOP, CANCEL, etc.) only apply as an exact match (ignoring punctuation), but if you want them to apply if they appear in longer messages, you can also now add them as a Custom Opt-Out term and choose the option to include messages where the keyword is anywhere in the message.
    • For example, if you add MAGA, by default, we will only opt contacts out whose reply to your text message is exactly, MAGA. But, if you want to include messages like MAGA 2024 you will need to turn on that setti
Two Factor Authentication
  1. Go to All Organization Settings in your Switchboard Menu.
  2. Click Security.
  3. Clicking the toggle button (it will turn green) will require every user in your organization to set up and use two-factor authentication when logging in.
    1. Users can use any authenticator app, such as Google Authenticator or Authy. Existing users will be prompted to set this up the next time they use Switchboard. If disabled, users can still enable two-factor authentication on their own by visiting their profile.
  4. After you click the toggle to enable it, a new window will pop up. Click enable.

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