Terms to know

Data Capture (DC)

the campaign you can use to collect contact information like name, email, address, and/or date of birth through an automated text conversation

Automated Message Campaign (AMC)

The campaign you can use to schedule a series of messages over any amount of time. Including texts, emails (through mailchimp), polls, voice messages, and internal messages to other users on the account

Numbers

There are 3 basic types of numbers within the PastorsLine system.

Number category

Special info

Long code / Local number

The 10-digit number you choose to be your PastorsLine number. This is a dedicated number you own that you can use to send / receive messages and use keywords with.

Since this number is unique to you, you may use any keyword with it...even if another ministry is using the same one.

High-throughput Verified Toll-free Number

Our PastorsLine shared, high-throughput verified toll-free number (currently +1 (833) 444-2101). Due to changes by the mobile carriers, this number is recommended over the short code (see below) because it should have less carrier filtering meaning that more of your messages reach their destinations.

This number is available to all our clients, so it is not unique to you. As a result, the keywords have to be unique to you. Thus, the need for reserved keywords.

Short code

Our PastorsLine shared, 5-digit short code (currently 77411). Using this number will usually result in higher carrier filtering and fewer messages reaching their destination. It is recommended to use our PastorsLine shared, high-throughput verified toll-free number (see above).

This number is available to all our clients, so it is not unique to you. As a result, the keywords have to be unique to you. Thus, the need for reserved keywords.

Keyword: A word or phrase which triggers auto-replies / campaigns. With local, 10-digit numbers, you can use any keyword you wish. With PastorsLine shared numbers, you need to use reserved keywords.


As you can imagine, updating our articles and videos for PastorsLine V3R1 is quite a challenging task!

We want you to know that our writing team has been diligently working as fast as they can to do this. While there is LOTS done, there is still LOTS to do. Keep in mind that we have been writing Help Desk articles for PastorsLine V2 (and V1) for years. V3 has been available for testing and writing for just a few months (even though the development took much longer).

Information for V3

Information from V2. While some of the screens may look different, the information could still be quite useful.


Information for V3

***If you do not see what you need, check out the V2 section below. Although the screens may be different in some cases, the information is often still relevant. And since much of PastorsLine is intuitive, you will probably be able to figure it out until we can update everything. Remember: we are here to support you...real people man our website chat. So if the bot can't help, humans will get back to you with answers!***

PastorsLine V3 is organized more compactly than previous versions. In other words, there are many more options in one place. Often, you can do everything you need to do from one web page (on one screen).

Introduction to Navigation in V3:

1) Mobile App

You may also want to check out the V2 mobile app videos here since the process is the same.

2) User settings

2.1 My Profile (click link to go to HelpDesk article)

2.2 My Numbers

2.3 My Signatures

2.4 Greetings/VM: Greetings Voice Mail

2.5 Notifications (click link to go to HelpDesk article)

2.6 My 0rganizations

3) Admin settings

3.1 Organization Profile

3.2 Users (click link to go to HelpDesk article)

3.3 Billing (click link to go to HelpDesk article)

3.4 Signatures

3.5 Numbers

3.5.1 Caller ID

3.6 Integrations (click link to go to HelpDesk article)

3.7 Security (click link to go to HelpDesk article)

4) App settings

Messages / Voice / People / Groups

5) Campaigns

Campaigns page overview

Which should I choose: data capture or automated message campaign?

5.1 Creating a new automated messages campaign (click link to go to HelpDesk article)

5.2 Creating a new contest (click link to go to HelpDesk article)

5.3 Creating a new data capture campaign

5.4 Creating a new keyword/autoreply campaign

5.5 Creating a new poll (click link to go to HelpDesk article)

5.6 Creating a new SMS birthday campaign (click link to go to HelpDesk article)

6) Messages view (click link to go to HelpDesk article)

7) Voice view

7.1 Voice view (overview)

7.2 Voice templates

7.3 How can I send a voice broadcast? (click link to go to HelpDesk article)

8) People (formerly contacts but still sometimes called "contacts")

Click links to go to HelpDesk articles:

9) Groups view

Click links to go to HelpDesk articles:

10) Analytics (click link to go to HelpDesk article)

11) Tags (click link to go to HelpDesk article)

12) Templates:

Click links to go to HelpDesk articles:

13) Web Widgets: What are web-based, opt-in widgets? How to set them up?



Information from V2

  1. Using our Mobile App

  2. Setting up your notifications

  3. Dashboard, Inbox and HUB

  4. Contacts

  5. Groups and Keywords

  6. Voice

  7. Voice Record Options

  8. Campaigns

  9. Analytics

  10. Integrations

  11. Templates, Facebook, and Help Notes

  12. Web Widgets

  13. Billing Page

  14. My Profile and Notifications

  15. Users

  16. Numbers

  17. Security

Using our Mobile app:

Getting Started at my.PastorsLine.com:

Set up your notifications

How to set up your notifications

Dashboard, Inbox and HUB Overview:

Contacts Page Overview:

What contacts come over when using integrations

How to import contacts

How to delete contacts

Groups and Keywords Overview:

Creating a group with a keyword and autoreply (NO data capture)

Creating a group with a keyword and data capture

Edit, Add, or Delete keywords from a group

How to set up and Use your Short Code Keywords

Using the filters in your groups page

Voice Overview:

HUB (recommended):

How to send a Voice broadcast (HUB)

Using Call Screening Greeting

How many credits do voice broadcasts use

Call Forwarding

Voice 1.0 (Legacy) *Retiring soon

More info can be found HERE

Campaigns Overview:

What campaign type should I use?

Creating a Guest Follow up workflow from A-Z

Analytics Overview:

How to find your analytics

How to view your group's sent statistics from the HUB

Integrations:

Templates, Facebook Community and Help Notes

Web Widgets

How to set up a web widget

Billing

My Profile and Notifications

Users Page Overview

How to add a new user

User Roles Explained

Edit user Privileges

How to give Billing Privileges to a User

Numbers

Adding more numbers to your account

How do the credits work for extra numbers?

How do I verify a phone number I own to use as a voice caller ID?

Deleting numbers from your account

Switching which number is your primary number

Security

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