How to set up your Confirmation Text Message and Staff Notification Text Message

The Confirmation Text Message sends automatically to a contact after they complete your Connect Card. Staff Notifications alert your team the moment a new card is submitted. This article covers how to set up both features, step by step, for any Group in Text In Church.

How to Set Up Your Confirmation Text Message in Text In Church

The Confirmation Text Message is a customizable automated reply sent to contacts after they complete a Connect Card. You can set a different message for each Group in your account.

Click the name of the Group you want to enable the Confirmation Text Message for.
Click the Edit button in the top right corner.

On the Group Details page, click Next Step.

Find the Send Confirmation Text Message toggle (starts gray) and turn it green.

Choose which phone number you'd like the confirmation text to be sent from.

Compose the text message to send after someone completes the Connect Card. This message only sends once the Connect Card is fully submitted.

Click Close to save your changes.

How to Set Up Staff Notifications in Text In Church

Staff Notifications send an email or text to your team members the moment someone submits a Connect Card. This keeps your leadership informed and ready to follow up immediately.

Note: Staff Notifications are only available when a Connect Card is linked to the Group.

Go to the Groups tab and click the name of the Group you want to set up Staff Notifications for.

Click the Edit button in the top right corner.

On the Group Details page, click Next Step.

Turn the Send Staff Notifications toggle from gray to green.

Click the blue Add Recipient button, then choose whether to send the notification by text or email.

Select the account User(s) you want to receive the notification. Staff Notifications can only be sent to Users or Admins on your account. To add a new User, go to Settings then Users then Add.

If sending a text notification, select which Text In Church number to send from. Compose a short message letting the recipient know a new Connect Card was submitted. Example: "Another Connect Card was filled out for the Easter Follow-up Group. Check the details below."

To notify multiple people, click Add another recipient.

Click Save and Close when you're finished.

The contact's details will appear in the notification below your message. Here's an example of what the email notification looks like:

What Information Is Included in a Text In Church Staff Notification?

The type of Staff Notification you set up determines what information it contains. Both types always include three standard contact fields: First and Last Name, Phone Number, and Email Address.

Staff Notification Texts include a limited set of fields:

First and Last Name
Phone Number
Email Address
Address (only if this question is included in your Connect Card)

Note: Staff Notification texts count toward your account's message allotment.

Staff Notification Emails include every question in your Connect Card, plus additional details like the contact creation date and the submission date.

If a question has no answer in your email notification, the contact likely did not submit an answer for that question. To make sure a question must be answered, mark it as required in your Connect Card:

Log in to Text In Church on a browser.
Go to the Connect tab.
Click Cards.
Click the three dots on your Card and choose Edit.
Click Next on Step 1 of your Card.
On Step 2, click the three dots to the right of the question you want to require.
Check the Mark as Required checkbox, then click Next.
Click Save.
Click Next to go to Step 3.
Click Save to save your changes.