How to get to the Campaigns Page

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:

Let's take a closer look...


How to work with this page

IMPORTANT NOTE

Let's say you start to create a new campaign. Then, for some reason, you change you mind and want to return to the main Campaigns page. Clicking Campaigns in the second black column (see gold arrow in image below) is not going to do anything. This is because the Campaigns page is an embedded page brought over from the PastorsLine Legacy app.

To return to the main Campaigns page, you have three options.

Option 1: Click on the purple Back arrow (turquoise arrow in image below).

Option 2: Click on Reload (brown arrow in image above).

Option 3: Scroll down to the bottom of the page and click on Cancel.


THE TOP OF THE PAGE

THE TOP OF THE PAGE IMAGE

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Tutorial: Click there to watch and learn more about this page.

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Search: Type in the name or partial name of a campaign to locate it more quickly.

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Click here to choose the type of campaign you wish to create.

Here is more information about each type. Remember: you are already on your Campaigns page:

Automated Messages

Contest

Data Capture

Keyword/Autoreply

Poll

SMS Birthday

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Select the campaign type(s) you wish to see. Note that you can Select all or just uncheck the items you do not wish to see.

Then click Apply. The screen will automatically refresh to show your new filtered results.

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Select the number of campaign detail lines you wish to see in each page.


How to work with this page: Viewing and editing campaigns

VIEWING AND EDITING IMAGE

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Name: Campaign names. Use the upward and downward arrows to list from a-z or z-a.

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Type: Which category this campaign belongs to.

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Group name: Which groups are associated with this campaign.

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Keyword: The keywords associated with this campaign.

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Info: Details about the campaign, including any autoreply messages you have set up. For example:

When people opt in to this poll, they see the above message.

Autoreply New: When people opt in to for the first time, they see the above message.

Autoreply Returning: When people opt in again, they see the above message.

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Active contacts: The number of people active in this campaign.

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Created date: When you made this campaign.

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Action: Activities you can do to & with this campaign.

Clone icon: Make an exact copy of this campaign.

Send icon: Takes you to the page on which you verify your details and then send the poll out to your people.

Results icon: Takes you to the page on which you can see statistics for your poll.

Edit icon: Takes you to the relevant edit page for your campaign. Examples:

View icon: Takes you to a page with information about your campaign including a list of your active contacts and their details. Examples:

Add Contacts icon: Include other people in this campaign. Examples:

Delete icon: Remove a campaign. This pop up box will ask you to confirm your action:

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