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Blog Post

Feature Release Roundup

October 19th, 2023

Hi folks,

Scale to Win has been hard at work over the past few months releasing new features to help your campaign or organization’s efforts in the year and cycle ahead.

From a contact details sidebar in the dialer to local phone number selection on 10DLC in Spoke, our latest features are designed to supply personal relevance to every call and text.

Want a Scale to Win demo to see all the new features in action, or looking for a refresher? Book a 1:1 demo with the Scale to Win team here.


DIALER: PROVIDE KEY CALLEE INFO TO YOUR CALLERS WITH THE CALLER SIDEBAR


The Caller Sidebar shows callers relevant details about the person you’ve called – from polling place names to custom fields from your contact list, or employer and occupation. Customize with any information your callers need.

Plus, add custom sections to include important context like key talking points, voting information, and more.

Easy to turn on and customize, visible throughout a call, use the caller sidebar to make sure your callers always have what they need in front of them to have their most impactful calls.

Image above: On the right of the caller screen, the Caller Sidebar helps callers deepen and anticipate conversations.

Learn how to turn on and customize the Caller Sidebar in our support article here.


DIALER: GUIDE CALLERS WITH REAL-TIME ALERTS AND CAMPAIGN INFORMATION

Use our new “Caller Alert Bar” feature to provide real time updates to your callers. 

Set alerts to expire or stay up permanently to share important campaign information, spread encouragement, and make sure time-sensitive instructions are heard.

Image above: The alert bar appears at the top of the caller screens, so callers stay informed without having to leave the dialer.

What’s more, you can use customizable campaign cards to provide helpful information when your campaign isn’t eligible to be called. When callers find themselves in campaigns that have paused, completed, or are outside of dialing hours, keep them engaged with targeted next steps. Even an inactive campaign is an opportunity to take action – use the dialer custom messaging features to direct callers to your next phone bank, for example.

Image above: Make inactive campaigns an opportunity for sustained engagement with your call campaigns using custom end cards for paused, completed, and inactive campaigns.

Learn how to set up Custom Messaging – from alerts to custom messaging on inactive campaigns – in our dialer support article here.


SPOKE: SET UP 10DLC NUMBERS TO KEEP CONVERSATIONS LOCAL AND DISTINCT

With an active 10DLC registration, you can now curate a list of sending phone numbers in area codes of your choice (for SMS). Choose from your list of numbers to:

  • Localize your campaigns so your texts are coming from the most relevant area code
  • Set up sender personas, e.g. so that your contacts receive organizing texts from one distinct number and fundraising texts from another
  • Rotate your 10DLC numbers to help mitigate text fatigue

You can name your phone numbers, archive them to narrow down your list of choices, and reuse them to ensure conversations stay threaded. Learn more about our 10DLC phone number features here.


Ready to see these features in action? Book a 1:1 demo with the Scale to Win team to see our latest features and set your organization up for success.

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