Scale to Win

Getting Started With Scale to Win Text 7

• Getting Started with Scale to Win Text
• Creating a Scale to Win Text Account
• Phone Numbers in Scale to Win Text
• Adding New Users & User Level Definitions In Scale To Win Text
• Organization Settings: Subaccounts

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Navigating Scale to Win Text Menu 6

• Organization Settings: People Page
• Using STW's Personalized GIFs Feature
• Escalation Inboxes
• Opt-Outs and Strike Lists
• Reporting & Data

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Integrations 5

• Google Cloud Storage Import
• ActionKit Integration
• NGP VAN / EveryAction Integration
• ActBlue Integration
• ActionKit Sync: Short Code Opt-Ins (Webhook Setup)

Scale To Win Text Features 8

• Liquid Template
• Keyboard Shortcuts in Scale to Win Text
• Keyword Autoresponders
• Sending Preview Texts
• Texter Send Mode

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Guides for Texters 2

• Texter View
• Creating a Texter Account

Best Practices, Troubleshooting and FAQs 4

• Error Codes, SHAFT Violations, and Filtering in Text Campaigns
• MMS & SMS Campaigns: Setup, Tips, and FAQs
• Texting with Links: Best Practices
• Best Practices & FAQs

Creating Campaigns 6

• Initial messages: examples and tips
• Build a Campaign
• Tags
• Threads and Reply Management
• Reply Management

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10DLC 10

• 10DLC Overview, Fees, and FAQs
• 10DLC Registration Requirements
• 10DLC Rate Limits
• 10DLC TRUST SCORES: WHAT NON-PROFITS NEED TO KNOW
• Crafting a Compliant Website for 10DLC & Toll-Free Registration

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Toll-Free 2

• Phone Numbers: Toll-Free FAQ
• How to Register for Toll-Free

Short Code 3

• Shortcode Messaging Overview
• Register for Shortcode
• Shortcode: Build Your Subscriber List

Creating Call Campaigns 19

• Step 1: Create a New Call Campaign
• Step 2: Set Up an NGP VAN Integration
• Step 3: Write Your Questions (the Call Script)
• Step 4: Add Contacts (Upload List)
• Step 5: Caller Sidebar

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Managing Call Campaigns 5

• Set Up Your NGP VAN Integration
• Use Your NGP VAN Integration
• Subaccounts
• Understanding Your Call Campaign's Status
• Clicking for the Scale to Win Dialer

Dialer Admin Support 7

• User Access Levels in the Dialer
• Settings
• Do Not Call List
• S3 Export
• BigQuery Export

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Dialer Updates 17

• 9/28/2023 [Dialer Updates] Disable Clicking, Add Rich Text!
• 5/16/2023 [New Dialer Feature!] Caller Sidebar
• 5/2/2023 Auto-Archiving Release
• 11/1/22 [New Dialer Feature] Customizable Caller Messages
• 10/27/22 New Polling Place Lookup Tool in the STW Dialer

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Scale to Win Dialer Videos 1

• Getting Started Videos for Scale to Win Dialer

How to Make Calls 3

• Step 1: Getting Started on the Dialer
• Step 2: Getting Connected
• Step 3: Making Calls

Guides for Billing Portal 9

• How to Access Your Billing Portal
• How to Access and Download W9 and Past Invoices
• How Do I Pay My Invoice?
• Payment Methods and Autopay
• How to Add or Update Your Billing Contact Information

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Getting Started 0