Targeting + List Management

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5 articles

Phone Lists Types

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 4 months ago by Cassidy Chassagne

Switchboard Collective: Advanced Targeting

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 5 months ago by Justine Hong

How to Use Reusable Fields

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 7 months ago by Alexis Salcedo

Audience Builder Tips and Tricks

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…

Updated 7 months ago by Alexis Salcedo

Labels

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 8 months ago by Cassidy Chassagne

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