Video Resources
Switchboard Video Demo
The below video is a great place to start learning Switchboard! Learn about the audience builder, reusable fields, and how to craft a broadcast message with tips for customization.
Volunteer Training Video: How to Use Message Threads
Watch the video below to teach volunteers on how to manage message threads. Learn to navigate broadcasts, claim contacts, use canned responses, and apply labels effectively. Important actions include understanding opt-out vs. dismiss and releasing contacts after your shift. Watch to streamline your volunteer experience!
Audience Builder
This video walks you through how to use Switchboard's audience builder tool to create dynamic lists and searches in Switchboard.
How to Sign up for a Toll-Free Verified Number
This video will walk you through the toll-free verification process, including what is needed in your opt-in flow and how to create a privacy policy through Switchboard!
How to Sign up for a 10DLC Number
This video will walk you through the 10DLC process and everything you need to provide the Switchboard team to successfully request these registered phone numbers.
Create an Opt-in Flow in Switchboard
You need an opt-in flow in order to request a toll free or 10DLC number. This video will walk you through how to quickly in Switchboard.
