Many of you have several Switchboard organizations. You can leverage data from your other Switchboard accounts to better target your broadcasts or blasts. You can also send lists directly from one Switchboard account to another.

Setting up data sharing

Under Organization Settings, configure sharing by selecting which Organization to allow access. For two-way sharing, you must be an Organization Owner in each Switchboard organization.

Shared anonymized data accessible via the Audience Builder includes:

• Opt Outs & Unsubscribes

• Clicks

• Opens

• Replies

• Donations

• Send Status

Transferred phone & email lists will include:

• Phone number or email address

• Reusable fields

• List fields, if applicable

How to use this data

Once you set up data sharing, you will see "Shared Organization" filters under Advanced Targeting in the Audience Builder.

To transfer a list to another organization, navigate to the phone or email list. Click Export and then Transfer to Shared Organization(s). You have to be a Messaging Admin to have access to this capability.

FAQs

• Can I share data from Organization A to Organization B, but not from Organization B to Organization A?

  • Yes, by default the data sharing is not bidirectional. You can choose which orgs send and/or receive data in on the settings page.

• If I turn on data sharing, will Organization A receive new phone numbers from Organization B automatically?

  • If you are using the targeting option in the audience builder, no new data will be created. Only phone numbers that already exist in Organization A will be included in the audience if they match phones in Organization B's universe.

  • If you transfer a list from Organization B to Organization A, then the phone numbers that were not already in Organization A will be added to that account.

• Who can access the new filters in the Audience Builder?

  • While Org Owners are the only ones who can configure sharing, any messaging user can access these filters in Audience Builder

• I don't see a Data Sharing tab under Organization Settings

  • You need to be an Organization Owner - reach out to your Organization owner to have your permissions upgraded

• Can I transfer a saved search?

  • No, you can only transfer a saved list - you can convert a saved search to a list at any point.

• What information is not shared in a list transfer?

  • We do not include the email(s) linked to a specific phone number, or vice versa

  • ActBlue data is not transferred

  • Labels are not transferred

• What's faster, a list transfer or a CSV upload?

  • transferring lists between organizations is generally faster than uploading CSVs individually to each of your organizations