There are two methods. Both start from the Campaigns page.

(best when adding multiple people to the AMC)

Preparation: Go to your Campaigns page:

Using V3?

Using V2?


Using V3

Step 0

Log in to PastorsLine.

Step 1: Click on More (3 dots, gold 1 & box in image to the left).

Step 2: Click on Campaigns (turquoise 2 & box in image to the left).

The following page will open:

Click here for Method 1.


Using V2

Click on Campaigns (tornado icon, red oval in image below).

Find the relevant campaign. Scroll down to continue with Method 1.


NOW THAT YOU ARE ON THE CAMPAIGNS PAGE...

Method 1

Option 1 - You already know the person is in the database

Step 1: Click on the Add People icon (which is a person with a ‘+’ sign next to it). The Add Contacts to this Scheduled Message box will open. 

Step 2: Search for people via a name, phone number or group. Once the person is found and appears on the left hand side of the box, click on that person to put him or her on the add list on the right-hand side. 

Step 3: When you are finished selecting people, click on Add to add them into your AMC.

Option 2 - This is a brand new contact, not in the database yet

Step 1: For new phone numbers of people not yet in the system, begin as Option 1 to reach the Add Contacts to this Scheduled Message box. 

Step 2: 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.

Step 3: 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.


Method 2:  From the AMC's details page

Step 1: In the Campaigns page, find the AMC and click the "view" icon to go to the AMC's Details page.

Click on Add Contacts to this Campaign (found in the upper right of the page).

You will arrive at the Add Contacts to this Scheduled Message box. 

Step 2: Continue as in Options 1 or 2 above.   


For more info on how to REMOVE people from an AMC:

click HERE if using V3.

click HERE if using V2.


This video shows screens from a previous version of PastorsLine. However, the information may still be helpful.

  

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