Scale to Win

Subaccounts are like teams that you can access with the same login URL. Each subaccount has its own set of campaigns, phone numbers, users, conversation his...

Organization Owners have access to all subaccounts in your account. To add new Organization Owners, navigate to “Organization Settings” > “People”. ...

TABLE OF CONTENTS Creating an Escalation Inbox Escalating From Threads Inbox Owner View Filtering for Escalations from Threads Moving Escalations ...

TABLE OF CONTENTS Automatic Opt-Out Messages Viewing Opt-Out Types  Viewing Opt-Out Statistics by Campaign How to Manually Upload Out-Outs How to Man...

  TABLE OF CONTENTS Data Syncs BigQuery Prepare to Enable Your BigQuery Export Setup in STW Text Data Dictionary S3 Prepare to Enable Your S3 Expo...

TABLE OF CONTENTS Turn on Budgets Viewing Budgets Editing Budgets Resetting Budgets Budget Overage View Budget and Balance Texter View The Budg...

TABLE OF CONTENTS Viewing Your Analytics Dashboard (Subaccount Level) Viewing Your Analytics Dashboard (Organization Level) Fundraising Dashboard Hist...

TABLE OF CONTENTS Configuring Campaign Metadata at the Tenant Level Overriding Campaign Metadata at the Subaccount Level Adding Campaign Metadata to a ...