If you utilize Church Community Builder (CCB) as a church management system, using the integration with Text In Church is a great way to keep your contacts, data, and messaging organized and up to date! 🙌 In this article, we'll cover the basics of how the integration works and common FAQs before taking the initial steps to set up the integration. Let's dive in! 🤓
The integration is with Church Community Builder's "Groups" feature. This allows you to create groups in CCB and then select them to sync into Text In Church. The selected groups will then be auto-generated into your Text In Church account as new, syncing Groups. From here you can add Keyword, Connect Cards, and Automated Workflows to this Text In Church syncing Group to gather new contacts and follow up with ease.
When contacts are added to this group in CCB, they will then be synced into the matching group in Text In Church. Additionally, contacts added to this group in Text In Church will be synced back to this corresponding CCB group.
What information is required for a contact to be synced from CCB into Text In Church?
Text In Church can sync in the first and last name, mobile phone number, and email address of records to and from CCB. In order for a record to be synced into Text In Church, they must at minimum have a valid email or mobile phone number on their CCB record.
How are duplicates handled?
Within Text In Church, email addresses and phone numbers cannot be shared between contacts. This would result in duplicate messaging which can easily lead to your emails and texts being filtered as spam. If two contacts sharing the same information are attempted to sync into Text In Church, only one will be synced and the other will be designated as a duplicate. 💡 Learn more about sync failures here!
If a contact is created in Text In Church and the data matches an existing contact in CCB, when the record syncs back to CCB, the records will be matched up and prevent duplicates from being created in your CCB account.
How are opted-out or inactive records handled?
At any time, your people can reply with STOP to opt-out of text messaging. This opt-out will only be reflected in Text In Church and will not affect their record in CCB. 👉 More about opting out here...
If a record is marked as inactive in CCB, the record will not be synced into Text In Church
Do CCB Group Leaders affect the integration?
If you have a Group Leader designated for some of your CCB groups, you have the option to choose between syncing that specific record into the corresponding Text In Church group or not.
Syncing the Group Leader will not automatically give them access to manage this group in Text In Church. For this, you'll want to set them up as an Admin or User within Text In Church. 🔑 Here's how to grant these kinds of permission.
How are Child records handled?
If a record in CCB is a child, they can still be synced into Text In Church.
You'll want to make sure your CCB Groups that are selected to sync into Text In Church only contact the actual contacts you want to communicate with. It is not recommended to sync an "everybody" group that could possibly contain child records since you wouldn't be communicating with the child but their parents instead. Because Text In Church matches records based on phone number/email, only one contact can be synced in with a specific phone number/email. Having a child record with their parents' contact information try to sync into Text In Church may result in the parent profile being flagged as a duplicate. 🔗Learn more about these kinds of sync failures here
Where should I edit or delete records?
CCB will function as the master database in the integration. This means that if you need to edit a person's name or contact information or delete their record, you'll need to make this change on the CCB side. The changes will then be synced into TIC.
If the change is made on the Text In Church side when the sync completes the change will be reverted so that the record matches whatever CCB has on file for this specific record.
How often can I sync my groups?
At any time, you can start a manual sync which will be completed as soon as possible (depending upon how many other accounts are syncing at the same time, and how much data is currently in the queue).
You can set each of your synced groups to sync on their own schedule, either nightly, weekly on a specific night, or monthly on a specific night.
If you're ready to start setting up the CCB Integration, click below to proceed to our Initial Set-Up Guide!
Still have questions about the CCB Integration? No worries! Feel free to reach out to our Member Support team at email@example.com We're always happy to help!