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
Go to your Campaigns page via either of the two options below.
OPTION 1 Click on Campaigns (lighting bolt icon, turquoise box in image below).
| OPTION 2 From your Dashboard, in the Add New section (turquoise box in image below), click on Campaign.
 |
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 - Create a new Keyword / Autoreply Campaign, or to use an existing group with a keyword.
OPTION 2 - Create a new Data Capture Campaign. or to add this campaign on to an existing group with a keyword.
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. Something like "Thank you for taking a couple of minutes to help us update our church directory! This will just be a quick 4 step process." You can put this in both the Left and Right Hand side message boxes shown below:
Step 6
The option to sync 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).
IF you would like newly added people to this group to also be added to an Automated Message Campaign, 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. For creating a directory update campaign, you want to choose "Save and Collect More Data"
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 4
Select a group with a keyword you want to use from the drop down, OR click on Create New Group (gold arrow in image below) to create a Group for your campaign.
Step 6
IF you chose to create a new group, 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:
Thank you for taking a couple of minutes to help us update our church directory! This will just be a quick 4 step process.
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):
Thanks, [First Name]! Step 2: Please 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):
Just a couple more steps to go! Step 3: Please reply with 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):
Last one! 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
