The PastorsLine Campaigns module allows you to develop different workflows in order to collect and automate your processes. Campaigns offers you five options: Automated messages, Birthday SMS wishes, Contest polls, Data capture, and SMS polls. Let’s look at an overview of each one.

If you are already on the Campaigns Page and are familiar with things, you can jump to the How To.

If not, please keep reading...

Automated messages

Prepare messages in advance and schedule them to go out as and when needed. This option suits one-off messages (reminders about annual events) or a series of messages (21-day prayer texts). There are 3 ways to get your members opted in: via a keyword; by manually entering their information to trigger the automation; and via an integration (such as CCB and PCO) to automatically trigger when new members are synced over.

Birthday SMS wishes

Use the data collected during subscriber opt in to remember your church members on their special days. Our PastorsLine system will automatically send each person a customized message. You can turn off this feature for individual subscribers or groups if desired.

Contest polls

Everyone loves to win … and it’s not really the prize that matters. It’s the special feeling of winning! So, contests are way to engage with your congregation and encourage them to respond … even when you don’t really have anything to say.

Data capture

Capturing personal data in a polite yet effective way and replying with significant information keeps the conversation going to build good relationships. For example, when sending text messages to groups of people, each email begins with the person’s first name, giving it that personalized touch.

SMS Polls

Use this option to find out what’s in the minds and hearts of your membership and first-time guests. Each question can have up to four answers (think multiple choice questions: a,b,c,d).

Two great things about all these Campaigns are that they are easy to set up and reusable. Our Campaigns function offers powerful tools to capture important data, engage your audience and help build those strong relationships.

WHICH CAMPAIGN SHOULD I USE?

Let's pretend "Bob" is your new guest / church member / recipient that is texting into your number.

Do you want Bob to text a keyword to your number and get ONE simple response back? No name, email, or DOB capture. Just ONE automated response.
If yes, then you would need to create a Simple group with a keyword trigger.

Do you want Bob to text a keyword to your number and do you want to capture their name, email address and/or DOB?
If yes, then you need to create a Data Capture.

Do you want Bob to receive a series of pre-determined, scheduled messages?
If yes, then you would need to use a Automated Message campaign.

Do you want Bob to text a keyword to your number and receive a series of pre-determined, scheduled messages?
If yes, then you need to use a Automated Message Campaign using the KEYWORD trigger option.

Do you want to manually (or by using over night syncing) add Bob to a group and receive a series of pre-determined, scheduled messages?
If yes, then you need to use a Automated Message Campaign using the GROUP trigger option.

Do you want to capture Bob's name, email and/or DOB and THEN receive a series of pre-determined, scheduled messages? if yes, you need to create a Data Capture LINKED to a Automated Message Campaign (AMC). You can either set up the trigger to be the DATA CAPTURE of your choice in the AMC OR you can select the AMC you wish to use while editing the Data capture.


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

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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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