Text campaigns are built and managed from the admin pages of Spoke. (Here’s how to access them.) Users with the Supervolunteer, Admin, Owner, and Super Admin user roles can use these pages with differing degrees of access.
This article offers a quick guide to each admin page - from where you'll go to build campaigns to where you can manage your organizational settings.
QUICK LINKS |
Navigating between pages
To navigate between admin pages, use the vertical menu on the left-hand side.
Image displaying the left-hand navigation menu.
You will see greater or fewer options in the menu depending on your user role. Read more about that here.
Campaigns
Campaigns is the default page in your Spoke admin view. On this page, you’ll see a list of every active or archived campaign in your organization.
From the campaigns page, you can create new campaigns, view campaign stats, filter to view only archived or active campaigns, view a campaign's progress in contacting everyone on the list, pause campaigns to temporarily suspend sending, or archive campaigns to prevent any further sending or receiving on the campaign.
Image displaying an example Campaigns page.
Read more about how to build campaigns here, and how to view campaign data here.
People
“People” is where you access the join link to invite texters to your organization, see every person who has joined your organization, and assign user roles.
Image displaying an example People page.
To access the join link, click the + sign in the green circle at the bottom right corner. You’ll want to copy and share this link with anyone who needs to make a texting account with your organization. If you prefer to change the link for security reasons, you can click the refresh icon next to the link to generate a new join link. Read more about inviting users here.
To assign user roles, click the drop-down list in the “Role” column next to the person’s email address. Read more about user roles here.
To access a user’s info - email address, first name, last name, alias, and phone number - click on the EDIT button.
To sort or search for users, use the dropdown menus or search field at the top of the page. You can:
Filter by users assigned to a specific text campaign
Filter by roles of users
Search, sort, and filter by first name, last name, or email address.
Opt-outs
The Opt-outs page lists every phone number that has been opted out on your Spoke team.
Phone numbers are added to this list whenever a contact is opted out by a texter or through the automatic opt-out feature. You can also manually upload phone numbers to the list to ensure they are never texted.
Image displaying an example Opt-outs page.
Note: Opt-outs are global, applying across your organization’s Spoke. If someone is opted out in one campaign, Spoke will not allow you to contact them in another campaign. By default, opt-outs are also shared across teams - please reach out to us at support@scaletowin.com if you are representing multiple legal entities and require a different set-up.
Message Review
Message Review allows you to access every conversation in a campaign you've started. Using Message Review, you can search for and view specific conversations and move conversations between accounts.
Image displaying an example Message Review.
You can read more about Message Review here. For a guide to moving conversations between accounts (reassigning and unassigning messages), check out this article.
Tags
The Tags page allows you to create, edit, delete, and view all tags within your organization. Tags give you the ability to collect data outside of the script, and to collect data using a canned response - learn how to use them here.
Tags are particularly useful for marking conversations that need to be handled by specific people, i.e. conversations in another language or conversations requiring followup.
To create a tag, click the + sign in the green circle in the bottom right corner of the Tags page.
Image showing an example of a Tags page.
Each tag has a name (which is seen by the texter if toggled on) and description (for your internal purposes). Tags can be synced with VAN - read more about tags and VAN here.
You also have the option to turn on reassignment protection for a tag. This means that if the tag is applied to a conversation, and the feature to release unhandled replies is turned on for that campaign, the conversation will not be unassigned automatically.
Usage
Usage allows users with Owner permissions to track how many messages have been sent from the team. Read more about how to read this page here.
Image showing a sample Usage page.
Compliance
Compliance is where users with Owner permissions can register your team for 10DLC or toll-free phone numbers.
Example of the “Compliance” page in Spoke, where Owners can register your organization to text.
Read more about registering here:
Settings
On this page, you can manage your API keys for VAN integration, set the default texting hours, area codes, and opt-out message for your organization, and customize the Spoke user experience.
Image showing the top half of the team Settings page.
Manage API Keys: Add VAN Integration
At the top right, you’ll see a white button called Manage API Keys. Detailed instructions on how to set up your API Keys can be found here.
Basics: Change Your Team Name
The name of your Spoke team appears at the top of your Spoke account and in the dropdown menu used to navigate to the admin pages. To change the name of your Spoke team, type in a new name in the Basics section, then hit save.
Options: Customize UX and Security Settings
Next, there’s a box with different Options to customize the Spoke user experience.
Image displaying the “Options” box on the Settings page.
Blast Send
You can enable blast sending for a team by turning on this toggle and agreeing to the disclaimer. For more detail, read on here.
Texter UI
These settings allow you to customize what texters see and can do across campaigns.
Show Done for the Day to Texters? If this is turned on, texters will see a “Done texting?” feature on their Spoke homepage that lets them click a button to release their replies. Clicking this button unassigns the texter from every campaign they have joined. It means that new responses to conversations the texter released will be part of a pool of unassigned texts, instead of appearing on the texter’s homepage. Unassigned replies can then be distributed to other texters using the dynamic assignment for replies feature.
Show MMS images to texters? Turn this on to allow your texters to view the images sent by your contacts. Texters will receive two warnings before they consent to view the image. Note: this feature is only available for select phone number types.
Show contact VAN ID and External ID to texters? Turn this on if it would be convenient for you to make VAN ID or External IDs visible to all texters. This can be useful if you want texters to share a contact’s ID so you can quickly look them up in your database.
Message Review: Choose whether to make a contact’s external ID visible from Message Review. If turned on, this is a way to make the external ID accessible to Supervolunteers.
Texting Behavior: Choose whether to enable automatic opt outs or to use credits to control how many segments your organization is able to send. Note: You’ll still need to reach out to us if you’d like to utilize the credits feature.
Security
These settings allow you to control how users access your account.
Allow texters to create an account using dynamic assignment links? Turn on a setting to enable texters to simultaneously join your organization and join a campaign using a dynamic assignment link. Read more about dynamic assignment here.
Allow supervolunteers to view and edit scripts & canned responses? Turn this on to allow users with Supervolunteer permissions to view and edit the scripts and canned responses of your campaigns.
Texting hours, opt-out message, and default area code settings.
Texting Hours
Use this section to control the default timezone and texting hours for your entire organization. If you need to use different texting hours on a specific campaign, you can override the default texting hours within the Basics section of the campaign.
Opt-Out Message
When opting out a phone number, it’s considered a best practice to send a confirmation message so that the recipient knows their request is being honored. You can create a custom confirmation message in this section. Texters will send this message by default when opting out contacts manually.
Default area codes
If you are using local "MMS Only" numbers, you can set a default area code for those numbers in this section. Read more about local "MMS Only" numbers here.
Switch to Texter
To return to the texter side of Spoke, click the "Switch to texter" button in the left-hand navigation menu, or click “Home” from the dropdown menu in the top-right corner.
Image showing how to navigate to the texter side of your account.
Global Settings
Super Admins of Spoke organizations with multiple subaccounts or teams also have access to a Global Settings page, where cross-team usage, credits, and compliance can be tracked. Read more about Global Settings here.
Image showing where Super Admins can find “Global Settings”.