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Advice and answers from the PastorsLine Team
Search results for:
capture cards
What are digital connect texts and why are they better than digital connect
cards
?
So, the first difference between digital connect
cards
and digital connect texts is that the
cards
work… Digital connect
cards
attempt the same process but via a link. … via data
capture
(go somewhere and fill out forms online) but the texts work via auto response (answer
Written by
Jason Alexis
Updated over a week ago
Name & Email
Capture
Turning on this option lets you
capture
two important bits of info from first-time guests
Written by
Anne Heath
Updated over a week ago
Church Data
capture
(FKA autoresponder): chat bots that boost communication
No matter their names, data
capture
(FKA autoresponder) and text/chat bots are set up to run automatically… data
capture
Written by
Jason Alexis
Updated over a week ago
Data
capture
(FKA autoresponder)
How do you
capture
this personal data? With the PastorsLine data
capture
(FKA autoresponder)… Data
capture
(FKA autoresponder) allows you to set up automated data
capture
flows… A data
capture
is great way to collect data
Written by
Jason Alexis
Updated over a week ago
Re-using an existing data
capture
First, make sure your data
capture
is "released" already, and not currently attached to a group… If it is still connected to a group, go to this article HERE to see how to release / unlink the data
capture
… You have now connected your data
capture
to a new group and it is ready for use!
Written by
Anne Heath
Updated over a week ago
Creating a group with a data
capture
(FKA autoresponder)
Editing the Data
Capture
(FKA Autoresponder) to
capture
the data needed to create new profiles: 1… This will bring you to the Data
capture
editing screen… Next, turn "on" the option to
capture
their name
Written by
Anne Heath
Updated over a week ago
How to manually add Contacts to your Data
Capture
The Add Contacts to this Data
Capture
box will open. … Method 2 Step 1: Go to the Data
Capture
Details page… You will arrive at the Add Contacts to this Data
Capture
box.
Written by
Anne Heath
Updated over a week ago
Using CCB forms instead of Auto Data
Capture
Q: Can I use a CCB form to collect contact information and turn off the auto data
capture
?… If you turn off the auto data
capture
and the group is synced to CCB, anyone who is new and not already… **We recommend at least using the auto name
capture
so when you are matching the forms in CCB, they can
Written by
Anne Heath
Updated over a week ago
What is a data
capture
(FKA autoresponder) or text/chatbot?
No matter their names, data
capture
(FKA autoresponder) and text/chat bots are set up to run automatically
Written by
Jason Alexis
Updated over a week ago
Creating a group with keyword and auto reply (no data
capture
)
Create a group with a keyword with single Automated message / Auto reply response.
Written by
Anne Heath
Updated over a week ago
How to release or unlink a data
capture
from a group
Find the group your data
capture
is linked to, and click the "X" next to the keyword. 3… This releases the data
capture
from that group, allowing you to reuse it later… In oder to re-use a data
capture
, you need to unlink it from it's current group
Written by
Anne Heath
Updated over a week ago
How to view your Data
Capture
and resend some of the stages
[Inline Video] How to view your Data
Capture
and resend some of the stages Step 1: Go to your Campaigns… Step 2: Find the relevant data
capture
. Click on the View icon (which looks like an eye)… The resulting page will show you a complete list of everyone who entered your data
capture
.
Written by
Anne Heath
Updated over a week ago
*Ninja Trick* Adding people from Data
Capture
to a Process Queue and into an Automated Message Campaign later
You would need to have a group with a keyword / data
capture
campaign set up in PastorsLine and synced… *For example, I would want all new guests (whether they filled out a physical connect
card
, went through… of this process queue "Guest Texted Keyword / filled out connect
card
"
Written by
Anne Heath
Updated over a week ago
How to Edit or Add a Credit
Card
on File
Complete the Pay Invoice page, making sure to choose the correct
card
from the credit
card
dropdown menu… Expired Credit
Cards
—see
cards
no longer valid according to the system… Add Credit
Card
—put a new
card
into the system.
Written by
Anne Heath
Updated over a week ago
How do the right and left sides of a Data
Capture
work?
We
capture
their first name if: 1. the RHS side of the name data
capture
is turned off… We skip
capturing
their full name if: 1. both the LHS and RHS name data
capture
are turned on but… Step 2: NAME
CAPTURE
(Data
Capture
):
Written by
Anne Heath
Updated over a week ago
What is a data
capture
(FKA autoresponder)? Why should I use one?
PastorsLine has named this option “data
capture
” (FKA autoresponder)… Data
capture
(FKA autoresponder) mirror the exact way in which people communicate with their phones… What is a data
capture
(FKA autoresponder)? Why should I use one?
Written by
Jason Alexis
Updated over a week ago
How to prevent deleting a data
capture
when you delete a group
the data
capture
from your group (unless you do want to delete both the group and the data
capture
… You are now free to use that data
capture
at a later time… See how to link that data
capture
to a new group HERE
Written by
Anne Heath
Updated over a week ago
How to Clone your Campaigns
At the moment, it must be either an Automated or Data
Capture
campaign. … The Clone Data
Capture
Campaign box will open. Step 3: Click on ‘Yes’ to confirm… How to Clone your Campaigns, data
captures
(DC) and automated messages (AMC)
Written by
Anne Heath
Updated over a week ago
SMS Punch
Card
Loyalty Rewards
Forget those archaic and often misplaced paper punch
cards
… You can now offer SMS “punch
card
” loyalty rewards to your customers and build loyalty to your brand… No paper punch
cards
to keep track of, which always seem to get lost or misplaced.
Written by
Anne Heath
Updated over a week ago
How do I add my First-time Guests into one of my Automated Messages Campaigns (AMC)?
Add by Data
Capture
= When someone texts a keyword, they go through the data
capture
process, and then… People who text in the keyword will be added to the relevant group, data
capture
, and your AMC… To add by keyword, data
capture
, and/or group
Written by
Anne Heath
Updated over a week ago
