Basically, you need to set up a new campaign, specifying two components: an email and a text message.
Watch the video and/or check out the steps below.
Step 1: On the Campaigns page, click on Create New Campaign. Choose Create Automated Messages from the dropdown menu.
The Create an Automated Messages Campaign box will pop up. Complete with the campaign name and click Next. The page will refresh
Step 2: Now you will begin creating your new campaign. Click on Add new.
The New Automated Message box will pop up. Complete, making sure to choose ‘Internal Email’ for Type.
NOTE: *if this is the FIRST time you are adding a message to the AMC, you may see some additional required fields. If so, follow the next couple of steps:
Step 2a: Select the type of email - either using the Mailchimp (MC) integration if you already have a template set up in MC that you want to use, or our internal email system.
Step 2b: Next, select the timer settings you would like to use:
Click Save. The page will refresh and will now show your first step.
Tip: It is recommended to choose step names which are meaningful to you and your staff. You can change a step name at any time by clicking Edit (pencil icon) next to the step name. The Update Name box will pop up. Rename your step and click Save.
Step 3: Click on the line of the step you added. A template will open up. Complete the template, making sure you select which internal user you want to receive this email notification is checked off under the "to" section.
Note that this template allows you to use merge fields: for example—Step name (whichever name you gave to this step); to and from names; etc. Also, to clarify, ‘AMCTitle’ is the name you gave to the entire campaign, not just this step.
Reminder: The left side of this template is for first-timers (contacts who have come into this campaign for the first time). The right side is for those who have opted in again. Leave the right side blank and toggle this "On" to skip sending an internal alert for people entering the campaign again, or set up a different message to let the internal user know that person has entered the campaign again.
Step 4: Click on Save, or Add new to created an additional message like an internal automated text, or a scheduled message to the subscriber. The New Automated Message box will pop up. Complete, making sure to choose ‘SMS/Text’ for Type. Click Save. The page will refresh and will now show your first two steps.
Step 5: Click on the line of the step you added. A template will open up. Complete the template, making sure you select which internal user should receive this text notification in the "to" section.
Step 6: When you are finished added steps to your campaign, click Save.
Tip: Go to Notifications—Notification Settings to view and manage the details for this campaign.
Viewing your results
PastorsLine reminds you that your campaign has an internal message. You will see this reminder on the Notifications page. There, all the campaigns you are assigned to receive internal notifications for will be listed. Unchecking them will remove you from the campaign's internal message.