All Collections
Automated Messages Campaign
V3: Scheduling polls with an Automated Messages Campaign (AMC)
V3: Scheduling polls with an Automated Messages Campaign (AMC)

Polling groups - great way to keep in touch & get feedback. Wouldn't it be nice to prepare & schedule them in advance? Here's how.

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

PastorsLine is always looking for ways to help you manage your time. 

Preparing and scheduling polls in advance is a great way for you to make the most of the 'less busy' time you have, so you keep communicating during the 'more busy' times.

Here's how to schedule a poll:

Step 1: If you have not already done so, create the group you wish to sent to and and poll you wish to send.

Step 2: Create an AMC (Automated Message Campaign).

(Our PastorsLine HelpDesk has more articles on all the above.)

Step 3: On your Campaigns page, click on Edit (gold arrow in image below) for the AMC you wish to schedule. The AMC details page will open.

Step 4: Click on the Poll Item Bar to expand the details. You should see items such as the message type, the from phone number, and the 'To' field: make sure 'subscriber' is selected.

Step 5: In the Polls field, use the dropdown box to choose the poll you wish to use. 

Step 6: In this step, you will schedule the poll. Click on the dropdown menu in the Send field and select the date and time you wish the poll to be sent. Click Save when done. 

Note: You can create evergreen polls (based on a number of days since subscriber signed up for example) or a date-specific poll.

Step 7: In this step, you will add people to your campaign. Return to the Campaigns Page. Click on Add Contact (gold arrow in image below). The Add Contacts to this Scheduled Message window will open.

Step 8: Search for and add the group desired. Click Add

This helpful video walks you through the steps with more detail. It also explains how you can keep track of your scheduled poll and its recipients in a variety of ways. While it is based on a previous version of PastorsLine, the logic (and many of the screens) remains the same.

Did this answer your question?