Scale to Win

Hi all,

We’re thrilled to announce four major updates to the Scale to Win Dialer. These are:

1) A new question type that enables callers to send a text message to the contacts with whom they’re speaking, 

2) New tiered admin roles with different permissions, 

3) The ability to create “subaccounts” for your dialer organization,

4) Even more frequent automatic rotation of outbound numbers.

You’ll begin seeing these changes in your dialer organization over the next day or two. Learn more below!

1. Text Contacts While Talking with Them

You can now have your callers send a prewritten text message during calls to the person with whom they’re speaking.

You might use this to send a sign-up link to an event, more information about your campaign or organization, or a link to look up their polling location.

To get started, enable this feature in the “Messages” section of the Settings page of your dialer admin interface. Then, when building your call campaign’s script, select “Text Message” from the Question Type dropdown menu and write the content of the text message.

The “Text Message” Question Type in the script-building interface.

Here’s an example of what this Question Type will look like to your callers:

An example Text Message Question Type as displayed in the calling script. 

2. New, Tiered Admin Roles

There will soon be not one but three tiered administrative roles in your dialer organization. This enables admins to have different permissions and levels of access.

The highest tier role is now “Organization Owner,” followed by “Owner,” and then “Admin.” Read our Admin User Roles guide to learn the function and permissions of each role, and how to add and promote users to each.

IMPORTANT: Over the next couple of days, Scale to Win will promote to Organization Owner the person you designated as your organization’s “Primary Contact” when you signed up to use the Dialer. That person can then promote any additional admins to be Organization Owners, as well. If this “Primary Contact” is no longer with your organization, please respond to this email to discuss a contingency plan.

All other existing admins will automatically be made “Owners.”

Until we promote an Organization Owner, you will temporarily not have access to configuring or editing s3 and BigQuery exports for your dialer organization. If you need immediate access to these features, please respond to this email.

An example “Admins” page with users of all three admin roles listed.

3. Create Subaccounts for Your Dialer Organization

Organization Owners have the ability to create “subaccounts” for your dialer organization. Each subaccount will have its own admin interface containing its own call campaigns, settings, integrations, and admins.

You might wish to use this feature, for example, if you’re a national organization with multiple state chapters or a consulting firm working with multiple campaigns, and you’d like to have separate admins for each subaccount.

Learn how to create and manage subaccounts for your dialer organization.

An example of a dialer organization containing multiple subaccounts.

4. Outbound Phone Numbers Now Rotated More Frequently 

The dialer will now automatically rotate the outbound phone numbers used to place your calls even more frequently: every 5,000 dials made by your call campaigns, rather than every 10,000. 

We’re taking this and other steps to help keep your pick-up rates high and to continue reducing the risk of outbound phone numbers ever getting marked as “spam” by telecom carriers.

We’re looking forward to you trying out these new features. If you have any questions or feedback, please reach out to support@scaletowin.com for the fastest response.

In solidarity,

Claire & the STW Team