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Knowledge base
Live and Recorded Trainings
Getting Started
1
Live Training
Scale to Win Text (New SMS Platform)
Scale to Win Text
20
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
View all 20
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 Spoke Texters (Legacy SMS Platform)
Guides for Users
1
How to Send Texts with Spoke
Guides for Scale to Win Dialer Admins
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
View all 19
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
View all 6
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
View all 17
Scale to Win Dialer Videos
1
Getting Started Videos for Scale to Win Dialer
Guides for Callers
How to Make Calls
3
Step 1: Getting Started on the Dialer
Step 2: Getting Connected
Step 3: Making Calls
Guides for Using Your Billing Portal
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
View all 9
Guides for Spoke Admins (Legacy SMS Platform)
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
View all 10
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
View all 12
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)
View all 7
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
View all 8
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
View all 6
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]
View all 23