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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

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

(best when adding multiple people to the AMC)

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...

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.

Method 1, 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 info on how to REMOVE people from an AMC:

  

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