Organization Owner To-Do List
Welcome to Scale to Win Text! Here is a quick to-do list to set you up for success:
- Log in to Scale to Win Text: If you are the Organization Owner, you must sign up for a Scale to Win Text user account via the invite email. Can’t find your invite email? Submit a ticket to us here.
- Register for texting numbers. You can register for 10DLC, Toll-Free, Shortcode, or all three. 10DLC numbers use local area codes (like your own phone number). Toll-Free numbers use 800 area codes (think 833, 844, etc.). Shortcode numbers are 5-6 digit numbers used by opt-in texting programs. Registration can be done through your account’s Phone Numbers page.
- Add your team. You can invite new users at either the Subaccount or Organization levels. Learn more in the User Access Levels & Permissions article. Note: As a security measure, Scale to Win staff will not add new users to your account outside of account onboarding.
- Set up subaccounts, if you need them. With Scale to Win Text, you can create subaccounts to manage different texting programs from one place.
- Set up integrations. Scale to Win Text offers integrations with NGP VAN / EveryAction, ActBlue, ActionKit, and Google Cloud Storage. Learn more in the Integrations guide.
- Create Tags. Our Tags feature is crucial for tracking conversation data.
- Set up shortlinks (optional). If you plan to send links in your initial message, Scale to Win can purchase a new domain for you at no additional cost. Learn more in our guide to Link Shortening and Click Tracking.
- Build your first campaign! After your number registration is approved and you've set up any desired integrations, you’re ready to start texting! Follow the steps in our Build a Campaign article to get started.
Do you need a deeper understanding of Scale to Win Text? Sign up for training or explore our Knowledge Base!