Billing + Account Settings
Billing
Add, Edit, and Remove Users
Reset Your Password + Help Users Get Logged On
Organization Settings
Getting Started on Switchboard
Texting Pricing
Overview + Pricing
Request a Texting Account
Integrations
NGP Integration with Switchboard
Other Free Tools
Fundraising Analytics Dashboard
Analytics Dashboard
Email List Value
Phone List Value
Shortlinks
Meta Ad Optimization
Product Updates
August 2024 Product Update
April 2024 Product Update
June 2024 Product Update
May 2024 Product Update
July 2024 Product Update
Run a Texting Program
Toll Free Verification and 10DLC Registration
Add Personalized Polling Location to Texts
MMS Messages
Tips for Managing Your Messaging Programs
Inbox Sentiment Sorting
Message Threads
Building a New Text Broadcast (Step-by-Step Guide)
Automated Responses
Schedule Send + Pause Your Broadcasts
Broadcast Stats
Bulk Creating a Script in Switchboard
Canned Response
Run an Email Program
Email Deliverability
Tools to Monitor Email Deliverability
Using Analytics to Guide Future Email Content
Email Deliverability 101
Warming Up Your Email Program
How to Target for a Healthy Email Program
Writing a Compelling Fundraising Email Series
Creating a Strong Email Campaign
Daily Volume Allotment
Reusable Content Blocks
Adding an Unsubscribe Link
Switchboard Email Reputation Score
Adding a disclaimer box in the visual editor
Adding Preheader Text
Targeting + List Management
Phone Lists Types
Switchboard Collective: Advanced Targeting
How to Use Reusable Fields
Audience Builder Tips and Tricks
Labels
Video Resources
Web Forms
Query Parameters
Font sizes and embedding photos or videos
Forms + Reusable Fields
Pre-Fill Form Fields
All Categories > Targeting + List Management
5 articles
You can create a phone list or search from the Broadcast or Phone Audience pages. This resource explains what types of lists or searches you can pull in Switchboard. Choose an Existing Phone List or…
Updated 2 months ago by Cassidy Chassagne
What is the Switchboard Collective: Advanced Targeting?. Switchboard Collective is an opt-in program which enables Advanced Targeting for audience creation. As a member of the Switchboard Collective,…
Updated 3 months ago by Justine Hong
Overview of Custom and Reusable Fields. In Switchboard, we make it easy to customize your texts for every audience! With our existing ability to insert custom fields into text, every text you write c…
Updated 5 months ago by Alexis Salcedo
With our new audience builder, you can build out complex audiences using donation, engagement, and location data. If you are using Switchboard for both texting and email, you can create email lists u…
Labels can be used to tag contacts with information. For example, you may use Grassroots Donor to a contact that gives under $100 to your organization. You can then use these labels in various parts…
Updated 6 months ago by Cassidy Chassagne