Every person that you wish to communicate with using Text In Church, needs to have a Person Record in Text In Church.
Once inside Text In Church, they can be placed in Groups to message further based on involvement and interests within your church.
When you log in you will be able to click on the People section that is to the left of the screen in blue. This will open the People section where you can:
Review the People Dashboard
Add new people or import a list of people
Browse and review People Records
Dashboard
The People Dashboard will provide you with some quick stats about the People records in your account including:
The total number of people records and the number of recently added
The number of records opted in to text vs the number opted out of text
The number of records opted in to email vs the number opted out of email
Add New People
There are several ways to add records from the People section.
Click + Add New in the top right corner to create a new record using the full form
Select the dropdown and choose Quick Add to quickly enter the Name, Email, and Phone number of one or multiple records.
Select the dropdown and choose Import to upload a CSV file of records
Note:
If you accidentally missed checking the permissions box when importing your CSV file, resulting in all records being opted out, you can contact us for assistance. Our team can help opt in these records.
To correct this, please follow these steps:
Email the Support Team: Contact us at Support@textinchurch.com with the subject line "Assistance with Re-Opting In Contacts."
Attach the CSV File: Include the CSV file you initially used for the import. This file is necessary for our team to help correct this.
Provide Account Details: Make sure to email us using the email you use to sign in to your Text In Church account or share this in the message with us.
Review People Records
Once you click on a person you will be able to see their profile. You will be able to send them a message, edit their info, and add or remove them from Groups as well.
You can also click on the Workflows button to view the Workflow steps for a Person Record that are upcoming or already processed as well as send them immediately or cancel them.
In the People section, you can view contacts fields to see if a person has a mobile number or email on file or if they have opted out of receiving messages.
