Welcome to Text In Church!
We know transitioning from one platform to another is a big change, and we'd love to help share a few ways our platforms differ and are alike to help make the transition effortless.
Jump To:
People Section
When viewing People in Text In Church, some important differences to note are:
Opt-in/Opt-out Status
At the very top (marked 2), you’ll quickly see who has chosen to receive communications and who has opted out.Edit or Remove People
Need to make updates or clean up your list? Use the tools marked 3 to edit details or delete people as needed.Add New People
Bringing in someone new? You can add them individually—or, if you’re working with a larger group, import a list—all from the section marked 4.Filter Your View
Finally, use the filters (marked 5) to organize your list. You can sort people based on missing information, or narrow your view to just those who belong to a specific group.
Duplicate Contacts:
Because Text In Church is designed to prevent duplicate profiles, there is not currently an area in the account where you can review potential duplicates.
It's important that duplicate contacts are prevented to prevent duplicate messages from being sent from your account, which can greatly harm your phone number's reputation with carriers.
Instead of allowing duplicates, the system will prevent duplicate contacts from an integration, and it will prevent duplicate contacts from being created manually.
You can also learn more about how Text In Church handles duplicate contacts during the PastorsLine upgrade.
Groups
When viewing Groups in Text In Church, here are some key locations to keep in mind.
Active or Removed Groups
Right away (marked 1), you can see whether a Group is active or has been removed.Add or Create a Group
Want to start fresh? Use the option marked 2 to create a brand-new Group and begin organizing right away.Create Folders for Organization
If you’re juggling multiple Groups, folders (marked 3) make it simple to keep everything tidy and easy to find.Group Details at a Glance
Each Group (marked 4) shows key information like its name, the number of people inside, whether Workflows are attached, and if a Keyword is linked.More Options with the Three Dots
Finally, the three-dot menu (marked 5) gives you quick actions to edit, delete, or duplicate any Group.
Editing a Group
When viewing a Group, you can find additional information such as:
Member Count
Quickly see how many people are currently in the Group.Workflows
If any Automated Workflows are connected to this Group, they’ll appear here and can be managed through this tab.Connect Cards
Easily navigate to any Connect Cards that are attached to the Group right from this tab.Message History
Review past Group messages to keep track of communication.Member Actions
Select specific members and apply bulk actions as needed.Add New Members
Bring new people into the Group quickly with the add option.Edit Group
Make updates to the Group itself, such as changing its name, description, Keyword, and additional settings.
Check out our article below for a more in-depth walkthrough of our Groups feature!
Keywords:
There can currently only be one Keyword attached to each Group.
Setting up additional words or fallbacks would require a Group for each additional Keyword or fallback.
You can see what Keyword is attached to your Group in the overview of the Groups tab:
You can edit your Keyword by clicking on the name of your Group and clicking the pencil icon:
You can edit your Keyword, the number it's attached to, and if a message is set to reply by clicking the Edit button or the three dots:
Click Next Step on the Group Details page to access additional settings:
Then click on Activate Group Keyword to access your Keyword Settings!
Campaigns
Some key things to note about the Campaign and Automated Workflow pages:
Create a Workflow
Start fresh with a brand-new Workflow, or save time by using a ready-made template.Organize with Folders
Use folders to neatly manage multiple Workflows in one place.Workflow Name
Each Workflow is clearly labeled with its name.Status
See at a glance whether a Workflow is active or inactive.Favorites
Mark a Workflow as a favorite so it’s easier to find later.Steps
Check how many steps make up the Workflow.People
View how many people are currently in the Workflow.Progress
Track progress with details on how many steps have been completed.Messages Sent
See the total number of messages that have gone out from the Workflow.More Options
The three-dot menu lets you quickly edit, duplicate, or delete a Workflow.Search Bar
Looking for something specific? Use the search bar to find the exact Workflow you need.
Check out the article below for a more in-depth dive into our Automated Workflows!
If you have any questions about any of these features, send us an email at support@textinchurch.com or chat with us from the Message Us page in the Resources tab of your account! We're here for you!
