QUESTION: Can this replace the built-in texting applications that Tithely ChMS (Elvanto) offers for volunteer reminders and other messaging needs?
At this time, no. There isn’t a way for us to integrate with that functionality. We know the built-in SMS works really well for volunteer workflows and other quick needs, but even Tithely ChMS (Elvanto) would admit it’s not a true, 2-way communication for mass, personalized engagements. If you are already using the Tithely ChMS (Elvanto)’s SMS for volunteer follow-up, you would continue to do so without impact. It's not an 'either/or'. It can be an 'AND' strategy.
So why would I even consider your integration, you may ask?
PastorsLine will allow you to create an effective, text messaging strategy for your church, going beyond just reminders and scheduling. You can get a local number and can engage with your audience in true, two-way communication—you to them and they to you. This integration also includes our automated features for guest follow-up, voice, and polling options.
Part A: Create your Elvanto custom app
PLEASE NOTE: You need to be a “Super Admin” in Elvanto for your organization to add a custom app integration.
Step 1: As a super admin, log in to your Tithely (Elvanto) account, and click on Settings.
Step 2: Scroll down the page to the Developers section. Click on Integrations.
Step 3: Click on Add.
Step 4: Choose the Custom app option.
Step 5: Fill out the Add App Integration popup.
Note that in the above image, each line has a letter (A-G).
Below, you will find a guide for each line:
A - Type in "PastorsLine" (don't include the " ")
B - Leave blank; will populate after saving
C - Leave blank; will populate after saving
D - Type in "PastorsLine Texting App Integration" (don't include the " ")
E - First, download and save the image in this link. Then, upload it from your computer.
F - Type in "https://pastorsline.com/" (don't include the " ")
G - Type in "https://my.pastorsline.com/elvanto/complete" (don't include the " ")
Step 6: Click on the new app created.
Step 7: Copy your Client ID and Client Secret. You have now completed Part A.
Proceed to Part B below.
Step B: Getting Started with the Integration in PastorsLine
Log in to PastorsLine.
Click on your thumbnail image / icon / initials in the bottom, left-hand corner of your screen (gold arrow and 2 in image to the left).
Click on Admin Settings (turquoise box and 3 in image to the left).
The screen will refresh. Click on Integrations.
The Integrations page will open.
Step 5: The Elvanto integration is located in the Alpha integrations tab (brown box in image below).
Step 6: Toggle on the switch (gold arrow in image above). The switch will turn purple.
***Toggle switches: greyed out is OFF, purple is ON.
Step 7: Enter your Client ID and Client Secret. Make sure the correct country code is selected, and click Authorize Application.
Step 8: You will then be taken to a screen where you can log in to your Elvanto account.
Once you have logged in, you will be redirected back to your PastorsLine account, and the sync will begin. The sync can take anywhere between 15 - 60 minutes to complete. You will receive an email once the sync has completed.
STEP C: AFTER THE SYNC IS COMPLETE
You will need to go back and choose which Elvanto lists you would like to send to PastorsLine. To clear up any confusion... For Elvanto, a collection of people is named a 'list'. In PastorsLine, it is named a 'group'.
1. Go back to your Integrations page. Forgot how to do that? Click here to go back in this article for a refresher.
2. Under Elvanto, click the option Select Group(s) to Sync (image above). The Sync lists from Elvanto box will pop up (image below).
3. Choose which list(s) you would like to sync by toggling on the switch next to each one. (Reminder: The switch turns purple when it is toggled on.) If you do not see the list(s) you need, choose Load More to see more lists. When you are finished selecting all the lists you want to sync, click Sync Lists.
Once the lists have finished syncing, they will show up in the Groups view.