How to set up your Confirmation Text Message
With Text In Church, you have the fantastic capability to not only send an automated response when someone texts in a Keyword but also when they complete the Connect Card.
This wonderful feature is known as the "Confirmation Text Message," and the best part is that you can set it up and customize it for each of your Groups. Let's get started!
1. First, sign in to Text In Church and head to the Groups section from the main menu.
2. Next, click on the name of the specific Group for which you want to enable a Confirmation Text Message.
3. Next, look for the "Edit" option in the top right corner of the screen.
4. Clicking "Edit" will take you to the Group Details page. Here, click on "Next Step."
5. On the following page, you'll find a toggle switch that starts out gray and reads "Send Confirmation Text Message." Turn it to green.
6. You can also choose which phone number you'd like the SMS text message to be sent from.
7. Finally, compose the SMS text message that you'd like to send to someone after they complete the Connect Card for this Group.
Please note that this message will only be sent once the Connect Card has been completed.
8. When you're finished, don't forget to click "Close" to ensure your changes are saved.
And there you have it! Now, every time someone fills out the Connect Card for this group, they'll receive this completion text message. It's a simple and effective way to stay connected.
How To Set Up Staff Notifications
Text In Church makes it easy for you and your team to stay informed with email or text alerts when someone new fills out your Connect Card.
This feature is perfect for kickstarting immediate follow-up and keeping your leadership team in the loop about new contacts and event sign-ups!
Here's a step-by-step guide to set up your Staff Notifications:
Start by heading to the Groups tab and selecting the Group you want to set up Staff Notifications for.
Click the "Edit" button conveniently located in the top right corner.
This action will lead you to your Group Details page. Click on the "Next Step" button to proceed.
Now, switch the gray "Send Staff Notifications" toggle to green. (Note: this option will only be available if a Connect Card is linked to the Group)
Click the blue Add Recipient button, then select if you'd like to send a text or email to this User:
Next, select the Account User(s) you want to receive these notifications. Remember, Staff Notifications can only be sent to Users or Admins on your account. If you need to add a new User, simply go to Settings, click on Users, and then select Add.
If you're sending a Staff Notification text, select which Text In Church number you'd like to send this message.
This message serves as a quick heads-up to let you know that new Connect Cards have been filled out—a bit like a virtual high-five to acknowledge a job well done! Here's an example of what you might include in the message section:
"Great job! Another Connect Card has been filled out for the Easter Follow-up Group. Check out the details below."
7. If you want to send Staff Notifications to multiple people, click "Add another recipient."
Make sure to click "Save & Close" to save your changes.
Your contact details will be listed after the message you provide in that box. This message helps the recipient understand why they're receiving these contact details.
Below, you'll find an example of what the email will look like:
Stay informed, keep up the good work, and continue making meaningful connections with your people!
