We have updated the way this process works and added a smart syncing feature, so the details in this article are no longer relevant. For more info check out this article.
Here’s a run down of the conversation and the PastorsLine actions:
New Guest: texts “WELCOME” to your phone number (PL adds them to the PastorsLine (PL) group, PL begins search for the profile by phone number in CCB, PL creates a profile if the phone number is not found, adds them to the CCB group you have chosen, adds them to Process queue you have chosen)
Data Capture (FKA Autoresponder): We are so glad you are here! We would love to connect with you and send you a free gift, please reply with your full name.
New Guest: John Doe (PL updates the profile with this first and last name in PL and CCB)
Data capture (FKA autoresponder): Thanks John! We’d love to give you a free beverage of your choice from our cafe, please reply with your email address.
New Guest: JohnDoe@mychurch.com (PL updates the profile with this email in PL and CCB)
Data capture (FKA autoresponder): Great! Keep an eye out for that free coffee! Glad you are here and we look forward to seeing you again next weekend!!” (Data capture (FKA autoresponder) is now done)
What if I don't want a profile created in CCB before having all the contact information?
There is currently a workaround if you do not want PastorsLine to create a profile in CCB before having all the information such as their full name and email address.
Check out the article HERE.
**The ability to schedule messages along with choosing to sync to CCB immediately or to wait until the contact has completed the
data capture (FKA autoresponder) is coming SOON!