• STW Text Onboarding Checklist

    STW Text Onboarding Checklist

    Welcome to your new texting tool!
  • Welcome to STW Text! To make sure you're texting in the new tool as quickly as possible, please follow the checklist below to set up your new account and take advantage of our newest features.

    Questions? Reach out to support@scaletowin.com or submit a ticket here at any time!

    • Log In to STW Text 
    • Add Your Team 
    • User Role Definitions

      Organization Owner: Can access all settings across the entire account and all subaccounts.

      Admin (Subaccount Level User): Can access all subaccount-level features related to building campaigns, managing users, viewing usage, and changing settings. 

      Supervolunteer (Subaccount Level User): Can access Threads page to send messages, apply tags, add conversation notes, and manage individual opt-outs.

      Texter: Can access individual campaigns through a Texter Link to send messages, apply tags, add conversation notes, and manage individual opt-outs.

      For more details on each role, please click here.

    • OPTIONAL: Set Up ActBlue Integration 
    • Our new STW Text ActBlue integration provides two things: 

      1. A display of donation information related to your campaign
      2. The ability to import ActBlue donors as contacts directly in your campaigns 

      Please note that the configuration for this integration must be done on a per-subaccount basis.

      For more information about this integration and the steps for set up, please click here.

    • For detailed instructions, please click here. 

    • No problem! You can close this tab. 

    • OPTIONAL: Set Up ActionKit Integration 
    • Setting up an ActionKit integration enables you to upload ActionKit reports directly into text campaigns.

      Please note that the configuration for this integration must be done on a per-subaccount basis.

      For more information about this integration and the steps for set up, please click here.

    • For detailed instructions, please click here.

    • No problem! You can close this tab.

    • OPTIONAL: Set up VAN Integration 
    • Setting up a VAN integration enables you to upload contact lists directly into text campaigns, and sync data back to VAN.

      Please note that the configuration for this integration must be done on a per-subaccount basis.

      For more information about this integration and the steps for set up, please click here.

    • For detailed instructions, please click here.

    • No problem! You can close this tab.

    • OPTIONAL: Set up Shortlinks 
    • The new link shortening feature in STW Text allows you to incorporate powerful insights into your text campaigns by tracking link clicks. 

      You have two options for set up: 

      1. You can import your own domain or subdomain, or
      2. You can have Scale to Win purchase a new domain for you 

      To learn more, please click here.

    • To have your shortlink set up with your own domain or subdomain, please navigate to your STW Text account and then: 

      1. Head to Organization Settings by clicking the top right circle
      2. Navigate to Domain Names page
      3. Click "Request Domain" and fill out the form.

      We'll take it from there and alert you once your short link is active and ready to use!

    • For detailed instructions, please click here.

    • No problem! You can close this tab.

  • Dig Deeper: Resources + Training

  • To learn more about the new STW Text features, please feel free to access the following resources: 

    • Main Menu & Organization Settings
    • User Access Levels
    • Building Campaigns
    • Integrations
    • Guide to Link Shortening
    • Opt-Outs
    • Reporting & Data
    • Guide to Threads
    • Guide to Response Scripts
    • Texter View
    • Phone Numbers
  • Share Feedback

  • We'd love to hear your feedback on Scale to Win Text.

    If you encounter any bugs, features you love, or anything new you'd like to see, please fill out this short form to let us know.

    Thank you in advance!

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