The video below is outdated in terms of the screens it shows. The process remains similar, so it may be useful. New video in process...

Step 1

Click on your name in the top, right-hand corner of the page.

Step 2

Click on Integrations (turquoise box below).

Step 3

Next, click Select Saved Search(es) to Sync (turquoise/brown arrows below).

Step 4

Toggle on any saved searches you want integrated and brought over into PastorsLine as a group. NOTE: If you have many CCB saved searches, remember to scroll down to see all of them (gold arrow below).

Toggled on - button is purple Toggled off - button is greyed out

See examples in turquoise box below.

Step 5

Click Sync Saved Searches: as you can see, there are two places to do this (black boxes + arrows above). This sync takes anywhere from 10-30 minutes, and you will receive an email once it has completed. 

Step 6

6.1 Click on Groups (turquoise arrow below) to see your Groups and Keywords page.

6.2 To see the results, click View (eye icon in the actions menu next to the group, brown circles below).

6.3 To initiate the search for the latest results, click Sync Now (circle of opposite arrows icon in the actions menu next to the group, gold boxes above).

Step 7: Sending a message to your saved search results

OPTION 1: Sending an SMS to one saved search

7.1.1 After clicking on View (eye icon - Step 6), the Saved Search Details page will open.

7.1.2 Click on Send Saved Search SMS (gold arrow above) to send your message.

OPTION 2: Sending a Voice broadcast or SMS to one or a few saved searches

(Sending to ALL saved searches is Option 3 below).

7.2.1 Remain on the Groups and Keywords page.

7.2.2 Select the group(s) you wish to contact (turquoise arrow below).

7.2.3 Click on your messaging choice (brown box above).

OPTION 3: Sending a Voice broadcast or SMS to all your saved searches

7.3.1 Remain on the Groups and Keywords page.

7.3.2 Click on the box to the left of Name (brown arrow and box below).

7.3.3 Note that ALL your saved searches have been chosen (turquoise box below).

7.3.4 Click on your messaging choice (brown box above).

To link an Automated Message Campaign (AMC)

You can also link an Automated Message Campaign (AMC) to your Saved Search -- if you choose "trigger by group" within the AMC's settings, anyone NEW added to the saved search or group will automatically be added to your AMC (after syncing) as well.

See our article on AMC's HERE. See also our article on CCB Process Queues HERE.

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