Once you've completed the Initial Set-Up for your Rock RMS Integration, you're ready to start using the Synced Groups in your Text In Church account!
General Syncing Groups
The Rock RMS Groups that you've selected should now be auto-generated as new, Syncing Groups in your Text In Church "Groups" Section. These groups will be designated with a 🔁 icon and the description designating where the group originated from.
Just like a non-syncing Group in Text In Church, you can set up Keywords, Connect Cards, and Automated Workflow for your Syncing Groups. Check out the guides below on how to set up and use each feature if needed:
After the first sync has been completed on your account, these Syncing Groups should now be populated with members. Additionally, if you were to add any people to this Syncing Group in Text In Church, they will be synced back to Rock RMS when the next sync is completed. ...More about what information can be synced and how duplicates are handled in the article here!
You may see that some contacts were not synced into the Group as you were expecting. In this case, you'll want to open this Group in Text In Church, then review the "Sync Failures" tab for specific information about why these contacts could not be synced. ...More about troubleshooting sync failures in the article here!
First Time Guest Follow-Up with Rock RMS Integration
As we've talked about, the way the integration with Rock RMS works is that Rock RMS is the master holder of contact details. Upon sync, any selected groups from Rock RMS will then push to into the new Syncing Group in Text In Church. Let's talk about how the integration works specifically for first-time guest follow-up. 💡
Create your API REST Key in Rock RMS and complete the initial set-up for the Rock RMS Integration, and select your guest follow-up group to sync from Rock RMS into Text In Church 👉 Tutorial is linked here!
If you don't have an existing group in Rock RMS, go ahead and create one now.
Once you've selected this guest follow-up group to sync into Text In Church, it will be automatically generated as Synced Group in your Text In Church "Groups" section.
Finally, you'll want to set up your Automated Workflow. There are 3 ways you can do this:
After that is set up, anytime someone texts in the Keyword you've assigned to that Group and/or fills out the Connect Card, they will be created as a person record in Text In Church. When the next sync completes, they will be synced into Rock RMS. If they are new to Rock RMS, a record will be created for them. If they match an existing record in Rock RMS no duplicates will be created 🤩
You can also manually add any Rock RMS records to this group in Rock RMS and they will be synced into this Syncing Group in Text In Church; the Automated Workflow messages will then begin sending to them when they are synced into the Text In Church Group.
Connecting with Youth using the Rock RMS Integration
When utilizing Text In Church’s integration with Rock RMS, it's important to note that we do not bring over any record that is marked as a "Child" on the Rock RMS side. In most instances, a child record isn’t necessary to communicate with instead of the parent of the household. Additionally, we don’t ever want texts accidentally being sent to children without parental consent, so we’ve found it to be best practice to simply not house them as contacts in our system.
However, there are instances, like a youth group record, where being able to communicate with someone under the age of 18 via text message is appropriate and permitted. It's super simple to utilize your Text In Church account to connect with any youth records that will not sync with the integration. You have two options:
Option 1: Group Member Import
If you already have an established Group inside of Rock RMS that is up to date with all of the youth phone numbers (and you know they are the teenager's number and not the parent) then the fastest option is to do an export of that Rock Group into a CSV file. This is just a few clicks and the list will be exported and ready to import into Text In Church.
The columns you want to include are First Name, Last Name, Email, & Mobile Phone Number.
Under Settings in Text In Church, you can import the list with a few more clicks, and the whole process is done in under 10 minutes! This will be a non-syncing group, so you'll want to update it once a quarter or if you notice a big influx of new youth members. When you do subsequent imports, it will match by email and mobile phone and only add new members from the newly exported list.
Option 2: Use a Keyword for New Group
If you don't want to do the quick export/import process or your records are a mix of youth and parent mobile phone numbers, you can set up a new Group inside of Text In Church that has the Keyword YOUTH. Then when members text in you can ask them to fill out the Connect Card and get their updated data on file and then message as desired inside of Text In Church.
Still have questions about the Rock RMS Integration? No worries! Feel free to reach out to our Member Support team at email@example.com We're always happy to help!