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V3: How to manually add Contacts to your Automated Message Campaigns
V3: How to manually add Contacts to your Automated Message Campaigns

How to manually add Contacts to your Automated Message Campaigns (AMC)

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Preparation: Go to your Campaigns page:

Step 0

Log in to PastorsLine.

Step 1

Use one of the two methods below:

OPTION 1

Click on Campaigns (lighting bolt icon, turquoise box in image below).

OPTION 2

From your Dashboard, in the Add New section (turquoise box in image below), click on Campaign.

The following page will open:


NOW THAT YOU ARE ON THE CAMPAIGNS PAGE...

STEP 1: Find the automated messages campaign for which you want to add people.

STEP 2: In the Action column, choose Add Contact from the options menu (closeup below):

STEP 3: Search for people via a name, phone number or add an entire group. Once the person or group is found and appears on the left hand side of the box, click on that person or group to put them on the add list on the right-hand side.

STEP 4: When you are finished selecting people, click on Add to add them into your AMC.

In the event that a person has not yet been added to your database...

Type in the person’s phone number on the left-hand side of the box and you will see blank fields to add their information.

Then complete the form with the person’s first and last names and click "Add Contact".

They will be added to the database and to the "right side" of the screen. Continue on adding more people, or click "Add" if you are finished adding people.


If you are already inside the campaign's details pages...

You can choose Add Contact from the Options menu and continue as described above.

For info on how to REMOVE people from an AMC:

  

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