An update directory campaign helps you to easily make updates to your information in PastorsLine through text. In V3, this feature can be set up on the Campaigns page following the steps below:

Step 1

While logged into V3, click on More Menus (three-dot icon, gold circle in image below) and then select Campaigns (brown box in image below).

The Campaigns page would open on the right-hand side of the screen (image below).

NOTE 2022.03.10:

You may see the following message at the top of the Campaigns page:

"We are transitioning from requiring groups in order to use keywords to being able to create a keyword auto reply campaign instead. What you are seeing is Stage 1 of the revamp. When you create a group with a keyword/auto-reply, a campaign is also created."

While we are still transitioning, there are two ways to create a campaign:

OPTION 1

OPTION 2

OPTION 1

Step 1

Select Create Keyword/Autoreply (gold arrow in image below).

Step 2

Enter the Group Name (purple box in image below).

Step 3

The Add Keywords switch (light blue arrow in image below) is on by default since you selected Create Keyword/Autoreply.

Step 4

Now you need to decide on your keywords AND from which number(s) you want to choose for this campaign.

TURN ON THE KEYWORD OPTION FOR LOCAL NUMBERS

This switch is toggled off by default (gold circle in image below).

To use a local number as your sending number...

Toggle on the switch (turquoise box in image below).

Choose your local number from the dropdown menu (gold box in image below).

Type in your keyword(s) (brown arrow in image above).

Click on the downward arrow to choose your auto-reply settings (black box in image above). You will see the following options. Choose what you like. Toggle on some of the options may cause further fields to show requiring your attention.

Step 4

Create Keywords.

Step 5

The keyword option for shortcode is off by default (gold circle in image below).

Toggle it on and assign shortcode keywords you own. Note that only shortcodes purchased would be shown. You can also get additional Keywords HERE

Step 6

Type in your First Message.

Step 6

The option to syn with an external app is off by default (brown oval in image below).

If you want to sync this group to an external app, toggle the switch On (brown arrow in image below). You can also check out this article HERE for CCB users, or HERE for PCO users on how to do that.

Step 7

The option to Add to an Automated messages campaign is off by default (gold circle in image below).

Toggle it on (gold arrow in image below) and then choose the campaign you want to add from the list (brown box in image below).

Step 7

Click on Save and Collect More Data.

This would lead you to the Data Capture page.

NB: The other option to Save (gold circle in image below) would just save the group without going to the data capture. Choose Cancel (brown circle in image below) to end the process without saving.

Now click here for the remainder of the process

OPTION 2

Step 1

Click on Create New Campaign.

Step 2

From the submenu that appears, select Create Data Capture.

A New Screen would appear on the right-hand side of the screen (image below).

Step 3

Enter the name of the campaign. We have chosen Directory Update Campaign Test (gold box in image below).

Step 5

Click on Create New Group (gold arrow in image below) to create a Group for your campaign.

Step 6

Enter the name of the Group. We chose Directory Update Campaign. Then click Create Group (brown arrow in image below).

Step 7

The option to enable Keyword option for Local Numbers is off by default (gold circle in image below).

Toggle on the switch to enable this option (gold arrow in image below).

Step 8

The keyword option for shortcode is off by default (gold circle in image below).

Toggle it on and assign shortcode keywords you own. Note that only shortcodes purchased would be shown. You can also get additional Keywords HERE

Step 9

Enter Keywords. You can use something like "Directory Update Group" and add the keyword UPDATE, UPDATES, UPDATING, UPDATED, NEWUPDATES or whatever you want to use for the keyword for this campaign.

*Pro-tip: You can add multiple keywords to help catch possible misspellings or autocorrects.

*The next steps are suggested verbiage - feel free to tweak it and make it your own.

Step 10

Under the First Message section (gold circle in image below), fill it out as follows:


Welcome! We are so happy to connect with you.

Expand/collapse this section by clicking on the arrow (light blue box in image below).

NB: Subsequent sections after First Message are all collapsed and toggled off by default (gold box in image below). You would have to expand and toggle them on one after the other if you want to include the section in your data.

Step 10

Under the Capture Name section, toggle the section to On (brown circle in image below). Fill as follows and make sure the right side is toggled to Off (gold circle in image below):


Please reply with your full name.

Expand/collapse this section by clicking on the arrow (light blue box in image below).

Step 11

Under the Capture Email section, toggle the section to On (brown circle in image below). Fill it out as follows and make sure the right side is toggled to Off (gold circle in image below):


Thank you for sharing your name with us [First Name]. To fully update your record, can you reply with your email address?

Expand/collapse this section by clicking on the arrow (light blue box in image below).

Step 12

Under the Capture Address section, toggle the section to On (brown circle in image below). Fill as follows and make sure the right side is toggled to Off (gold circle in image below):


Please provide your address

Expand/collapse this section by clicking on the arrow (light blue box in image below).

Step 13

Under the Capture Birthday section, toggle the section to On (brown circle in image below). Fill it out as follows and make sure the right side is toggled to Off (gold circle in image below):

Please provide your Birthday in YYYY-MM-DD format

Expand/collapse this section by clicking on the arrow (light blue box in image below).

Step 14

Under "Last Message", toggle the section to On (brown circle in image below). Fill it out as follows and make sure the right side is toggled to off (gold circle in image below):
Thank you, [First Name]! We have the following information saved for you:
Name: [First Name] [Last Name]
Email: [Email]
Address: [Address]
Birthday: [Birthday]
Need to make any changes? Just reply with the word UPDATE.

Step 15

When done, Click Save (brown circle in image below).

Note: You can easily schedule follow up messages to continue to engage with your audience by toggling the Automated Messages switch On (gold arrow in image below). Decide if this happens immediately or wait until they complete this data capture.

Your new campaign would be displayed on the campaigns list with options as shown in the image below:

1 - Clone/copy

2 - View

3 - Edit

4 - Delete

5 - Add contacts

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