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How to Change Account Ownership
How to Change Account Ownership

Learn how to seamlessly transition as the new owner of a Text In Church account with essential steps for effective church communication.

Corey Piazza avatar
Written by Corey Piazza
Updated over 3 months ago

Navigating the Transition: Steps to Take as the New Owner of a Text In Church Account

Taking over ownership of a Text In Church account in your church can feel like stepping into a new role with big shoes to fill.

This transition is not just about learning a new system; it's about ensuring continuity and leveraging a powerful tool to enhance church communications.

Here are essential steps to help you smoothly transition into your role as the new owner of a Text In Church account:

1. Get Access and Essential Credentials

The first step is to make sure you have the necessary access credentials.

Coordinate with the previous owner or church administrator to formally transfer the account ownership.

This process involves changing the account’s primary email address and password.

If you do not have access to the account, contact our team at support@textinchurch.com. We'd love to help!

2. Familiarize Yourself with Text In Church Features

Before you dive into using Text In Church, take the time to understand its features and capabilities.

Explore the dashboard, settings, and various communication tools such as automated messaging, visitor tracking, and data analytics.

Utilize Text In Church's tutorials and resource materials to make use of our features, like sending emails, shortening URLs, and organizing your community into groups, or attend one of our new member workshops to learn how to utilize your new account. Sign up here!

3. Review Current Configurations and Integrations

Assess how the Text In Church account is set up.

Look at the existing Automated Workflows, Message Templates, and Integrations with other systems (like church management software).

Understanding these elements will help you maintain continuity in communications and identify areas where improvements can be made.

4. Communicate with Your Team

Inform your church staff and volunteers about the change in account ownership.

This step is crucial as it helps align team efforts and ensures that everyone who relies on Text In Church for their ministry activities is updated.

Discuss how they currently use the system and any feedback they might have about its functionality.

Having your team or volunteers help with Text In Church can be a great way to combat feeling like you do not have enough time. Click here to learn more!

5. Update User Permissions

As the new account owner, review who else can access the Text In Church account and their permission levels, and make adjustments as necessary to reflect current roles and responsibilities within your team.

You can do this by going to the Users tab of your Account Settings, clicking the three dots by the User that needs to be adjusted, and clicking Manage Permissions!

6. Set Goals and Metrics for Success

Define what success looks like with your Text In Church account.

Set clear, measurable goals related to church communication and engagement.

These might include increasing visitor retention, boosting event attendance, or enhancing member engagement through targeted campaigns.

Regularly review these metrics to track progress and adapt strategies as needed.

7. Engage with the Text In Church Community

Consider joining the Text In Church Facebook group or attending webinars and conferences.

Engaging with other members can provide valuable insights, innovative ideas, and practical tips to maximize your use of Text In Church.

You can click here to join our Facebook group!

8. Schedule Regular Reviews and Updates

Plan regular check-ins to review the effectiveness of your communication strategies and the health of your Text In Church account.

Keeping the system and your strategies up-to-date with your church’s evolving needs will help you stay effective and relevant in your communications.

By taking these steps, you'll not only transition smoothly into managing the Text In Church account but also leverage its full potential to foster a vibrant and connected church community!


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