V3: Which campaign types are there? Should I use a data capture or an automated message campaign?

Info about each of the PL campaign types. Also, when should you use a DC or AMC and which trigger to use

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

In this article...


A SUMMARY OF ALL OF OUR PASTORSLINE CAMPAIGN TYPES

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 (FKA autoresponder) and SMS polls. Let’s look at an overview of each one.

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. How to get to the Campaigns page from V3 + ‘how to’ steps here.

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. How to get to the Campaigns page from V3 + ‘how to’ steps here.

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. How to get to the Campaigns page from V3 + ‘how to’ steps here.

Data capture (FKA autoresponder)

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. How to get to the Campaigns page from V3 + ‘how to’ steps here.

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). How to get to the Campaigns page from V3 + ‘how to’ steps here.

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.


DATA CAPTURE OR AUTOMATED MESSAGE: AN EXAMPLE WITH "BOB"

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. Find out how to do this HERE.

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. Find out how to
do that HERE.

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. Find out how to create one of those HERE. If you need help choosing which trigger to use, read on below. You can use 1, 2, or all 3 triggers in your 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. Check out how to do this HERE. *please note that if you ONLY use this trigger, Bob and anyone else who texts in, will not be entered into a group in PastorsLine.

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. Check out how to do this HERE.

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. Find out how to do this HERE.

Did this answer your question?