Scale to Win

Getting Started 1

• Live Training

Scale to Win Text (New SMS Platform) 18

• Getting Started with Scale to Win Text (Video)
• Organization Settings: Subaccounts
• Organization Settings: People Page
• User Access Levels & Permissions
• Phone Numbers in Scale to Win Text

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STW Text Updates 2

• 06.03.24 Announcing the new Scale to Win Text
• 08.05.24: Shortcode, GCS List Loader, In-Tool Shortlink Domain Requests

Guides for Users 1

• How to Send Texts with Spoke

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 6

• Admin Roles
• 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 with Spoke 10

• Overview of Spoke
• Quick Guide to Using Spoke
• Guide for New Admins
• Switching Between Admin and Texter Views
• Blast Mode: Send initial messages automatically

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10DLC / Toll-Free Registration 12

• 10DLC Overview
• 10DLC Registration Requirements
• How to Register for 10DLC in Spoke or Scale to Win Text
• Campaign Verify: Quick Guide/FAQs
• Campaign Verify: Full Guide

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Managing Users 5

• User Roles & Permissions
• How to Invite New Users
• Helping Users Get Logged On
• How to Suspend a User
• Scale to Win Shared Login (as of January 2022)

Creating Campaigns: Adding and Removing Contacts 7

• Creating a Text Campaign
• Creating MMS Campaigns
• Customizing the Basics Section
• Phone Numbers: Texting with Toll-Free Numbers
• How to Upload a Contact List (CSV)

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MMS (Picture, Video, GIF Messages) 2

• How to send MMS (Picture Messages)
• Phone Numbers for MMS

Adding Scripts 8

• How to add an initial message
• Initial messages: examples and tips
• Script Variants Feature
• Using the Segment Estimator/Character Counter
• Scripts and Data Collection: An Overview

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Sending Texts 6

• Peer to Peer: Assigning Initial Messages
• Blast Mode: Send initial messages automatically
• Dynamic Assignment Overview
• Dynamic Assignment for Initials
• Dynamic Assignment for Replies

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Message Review: Moving and Viewing Conversations 2

• Using Message Review
• Reassigning and Unassigning Conversations

API Integrations (VAN, Action Kit) 5

• Directions for VAN Integration
• Syncing tags to VAN
• Syncing VAN Events
• Troubleshooting Error Messages from VAN
• Action Kit Integration

Tags 2

• Creating and using tags
• Syncing Tags to VAN

Viewing and Exporting Campaign Data 4

• Campaign Data Dashboard
• Exporting Campaign Data
• Viewing Archived Campaigns
• Display Contact Data

Follow-Up Campaigns 3

• Follow-Up Campaigns: Overview
• Follow-Up Example 1: Volunteer Recruitment
• Follow-Up Example 2: Second Pass

Managing Opt Outs 4

• About Opt-Outs
• Viewing Opt-Out Statistics
• Upload Opt-Outs to Spoke
• Automatic Opt Outs

Usage 1

• Usage Page

Deliverability 4

• Troubleshooting deliverability
• Error codes
• Texting with Links: Best Practices
• Mandatory Opt Out / Sender Identification Language

Troll Watch 1

• Troll Watch

Global Settings (For multiple Spoke Teams) 2

• Global Settings
• Using the Credits Feature

Spoke Updates 23

• New Updates 7.20.22
• New Updates 6.9.22
• New Updates 5.24.22
• New Updates 5.11.22
• 10DLC Fees Coverage Announcement [5.18.22]

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