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PastorsLine V1/V2
PastorsLine V1/V2
Articles supporting old versions of PL
117 articles in this collection
Written by
Jason Alexis
and
Anne Heath
Analytics
Why are my messages undelivered?
V1 & V2: Messages showing undelivered - why and do I get charged credits for these?
Written by
Anne Heath
Updated over a week ago
Message Delivery - Carrier violation
V1 & V2: Why are you getting spam texts? How can you protect yourself from spam content? What if your message is flagged as spam?
Written by
Jason Alexis
Updated over a week ago
How to Work with and Refresh Message Statistics to see the analytics for a message
V1 & V2: How to Work with and Refresh Message Statistics to see the analytics for a message
Written by
Anne Heath
Updated over a week ago
Billing
How to give Billing Privileges to a User
V1 & V2: You can assign Billing Privileges to an Admin User to pay invoices, purchase credits, and to add, edit or delete cards.
Written by
Anne Heath
Updated over a week ago
Affiliate Rewards
V1: Affiliate / referral rewards and credits
Written by
Anne Heath
Updated over a week ago
Do credits accumulate / rollover each month or do they expire?
V2 & V1: Do credits accumulate / rollover each month or do they expire?
Written by
Jason Alexis
Updated over a week ago
Breeze ChMS
How to sync an existing or new PastorsLine group to an existing or new Breeze tag/event?
V1 & V2: sync existing group to Breeze tags/events
Written by
Anne Heath
Updated over a week ago
Breeze ChMS 2-way Integration
V1 & V2: set up, making tags/events into groups, syncing
Written by
Jason Alexis
Updated over a week ago
V3: Breeze Syncing - How does it work?
Syncing Breeze through manual or overnight options
Written by
Anne Heath
Updated over a week ago
Getting started with the Breeze ChMS Integration
How to integrate your PastorsLine account with Breeze
Written by
Jason Alexis
Updated over a week ago
Campaigns
Campaign Summary
V1 & V2: all about campaigns
Written by
Anne Heath
Updated over a week ago
Birthday SMS Wishes
V1: Birthday SMS, how to set up an edit contact's DOB
Written by
Anne Heath
Updated over a week ago
How can I add a voice broadcast/message to a campaign?
V1: Including a voice message in your campaign.
Written by
Anne Heath
Updated over a week ago
Which campaign type should I use? Data captures and Automated Message Campaigns
V1 & V2: When should you use a data capture or automated message campaign and which trigger should I use?
Written by
Anne Heath
Updated over a week ago
Campaigns (Automated Messages Campaign)
How to create an Automated Messages Campaign (AMC)
V3, V2, V1: An Automated Messages Campaign (AMC) is a 'set it and forget it' way to help maximize your time and effort.
Written by
Anne Heath
Updated over a week ago
How can I create an internal email and text message?
V2: Use the PastorsLine campaigns feature to communicate internally via email and text.
Written by
Jason Alexis
Updated over a week ago
How do I add my First-time Guests into one of my Automated Messages Campaigns (AMC)?
V1 & V2: Methods to add first-time guests into an Automated Messages Campaign (AMC)
Written by
Anne Heath
Updated over a week ago
Are your Automated Messages not sending or showing as scheduled?
V1 & V2: Are your messages in your AMC not sending or showing as scheduled? You might be missing this small step!
Written by
Anne Heath
Updated over a week ago
How to manually remove Contacts from your Automated Message Campaigns
V2: How to manually remove Contacts from your Automated Message Campaigns (AMC) in the HUB
Written by
Anne Heath
Updated over a week ago
Campaigns (Data Capture)
Data capture (FKA autoresponder) (Legacy)
V1 & V2: What is a data capture and how can I use it? About + first steps
Written by
Jason Alexis
Updated over a week ago
Create an "Update directory" campaign
V1 & V2: How to create a campaign to allow your church to update their information through automations and Data capture.
Written by
Anne Heath
Updated over a week ago
Church Community Builder (CCB)
How to sync an existing group in PastorsLine to the CCB process queue of your choice (1-way sync, no group required)
V1 & V2: How to sync an existing group in PastorsLine to the process queue of your choice (2-way sync, no group required)
Written by
Anne Heath
Updated over a week ago
How to sync a CCB process queue (2-way sync, no group required)
V1 & V2: Making a Church Community Builder (CCB) process queue a group in PastorsLine
Written by
Anne Heath
Updated over a week ago
CCB users: using the "send immediately for new contact" option
(now obsolete) Connecting your data capture to an automated message campaign by the "send immediately for new contact" option for CCB users
Written by
Anne Heath
Updated over a week ago
CCB Saved Searches
V1 & V2: PastorsLine integrates with your saved searches in CCB
Written by
Anne Heath
Updated over a week ago
Adding Keywords, Data Captures, and Automated Message Campaigns to CCB Process Queue groups
V1 & V2: Adding Keywords, Data Captures, and Automated Message Campaigns to CCB Process Queue Groups
Written by
Anne Heath
Updated over a week ago
Ninja Trick - Adding people from Data Capture to a Process Queue and into an Automated Message Campaign later (CCB)
V1 & V2: You can add people from data capture to a process queue & into an automated message campaign at a later time with this ninja trick!
Written by
Anne Heath
Updated over a week ago
Ninja Trick - Adding people to an AM Campaign based on form responses (CCB)
V1 & V2: Using data capture + CCB forms to add people to an automated message campaign in PL based on their responses on your CCB form
Written by
Anne Heath
Updated over a week ago
How to sync an existing or new group to a CCB Process Queue (1-way integration, group required)
V1 & V2: How can I link an existing or new group to a CCB process Queue?
Written by
Anne Heath
Updated over a week ago
How how else does PastorsLine integrate with CCB? Like if someone already in the system texts in, does it recognize them?
V1 & V2: recognizing a CCB person
Written by
Jason Alexis
Updated over a week ago
What if I don't want a profile created in CCB before having all the contact information?
V1 & V2: There Friend
Written by
Anne Heath
Updated over a week ago
What does the process of an data capture (FKA autoresponder) and CCB integration look like?
V1 & V2: a look at the step by step data capture (FKA autoresponder) and CCB integration process, and use of process queues
Written by
Anne Heath
Updated over a week ago
Making selected CCB groups into PastorsLine groups
V3 & V2: I want my CCB group to come over as a new group in PastorsLine "as is" (two way sync)
Written by
Anne Heath
Updated over a week ago
CCB Process Queues
V1 & V2: What are the ways I can sync with a CCB process queue?
Written by
Anne Heath
Updated over a week ago
The CCB syncing is taking too long. (or) I’ve changed my mind. Can I stop the sync?
(now obsolete) CCB-PL Integration—Sync: It’s taking too long. (or) I’ve changed my mind. Can I stop the sync?
Written by
Jason Alexis
Updated over a week ago
V1/V2: How to sync an existing or new PastorsLine group to an existing or new CCB group?
V1 & V2: sync existing group to CCB
Written by
Jason Alexis
Updated over a week ago
Setting up and using a Data Capture with CCB (including Process Queues)
V1 & V2: 'How to' set up new groups + data captures (FKA autoreponders) + benefit from process queues using PastorsLine-CCB integrations.
Written by
Anne Heath
Updated over a week ago
Duplicate Handling
V1 & V2: How duplicates are handling in all PastorsLine integrations
Written by
Anne Heath
Updated over a week ago
Comparisons
I already use Text in Church (TiC). Why should I switch to PastorsLine?
V1 & V2: Text in Church (TiC) vs. PastorsLine?
Written by
Jason Alexis
Updated over a week ago
Contacts
V2: Manually Unsubscribe and Resubscribe Contacts
How to unsubscribe and resubscribe contacts manually
Written by
Anne Heath
Updated over a week ago
Show list of opted out / unsubscribed / blocked people
V1 & V2: How to show a list of opted out / unsubscribed / blocked people
Written by
Anne Heath
Updated over a week ago
How can I edit a contact's profile (Legacy)?
V1 & V2: Edit, delete a contact's name, email, birthdate, tags, groups, or notes. Plus blocking and unsubscribing a contact
Written by
Anne Heath
Updated over a week ago
How to block contacts (Legacy)
V1 & V2: block calls, random calls, unwanted messages
Written by
Anne Heath
Updated over a week ago
Import, edit and manage your contacts
V1 & V2:
Written by
Anne Heath
Updated over a week ago
How can I edit a contact's profile (HUB)?
V2: Edit, delete a contact's name, email, birthdate, tags, groups, or notes. Plus blocking and unsubscribing a contact
Written by
Anne Heath
Updated over a week ago
We have a contact / phone number we use for testing purposes. How do we ‘clear/reset’ this number as if the contact is opting in for the first time?
How to clear/reset your testing number so you can use it again...and again...and get a first time experience each time
Written by
Anne Heath
Updated over a week ago
Auto-Check Undelivered Messages
V2 & V1: You can automatically check the phone type for messages that were undelivered!
Written by
Anne Heath
Updated over a week ago
How do I export contacts (groups or individuals)?
V2: Exporting details from a PastorsLine group (all members) or individuals to a .csv file.
Written by
Anne Heath
Updated over a week ago
General FAQs / Start Here (FAQs)
Do I have to pay for my numbers? What's the 125 credits per number all about?
V1 & V2: Do I have to pay for my numbers? What's the 125 credits per number all about?
Written by
Jason Alexis
Updated over a week ago
General FAQs / Start Here (First Steps)
Start Here - take a tour of PastorsLine
V1 & V2: Getting started begins here. Each page with its own tutorial - watch the videos and related articles at your own pace!
Written by
Anne Heath
Updated over a week ago
How do I sign up for a free trial?
V2: How to sign up for a free trial
Written by
Anne Heath
Updated over a week ago
Sending Your First Message (HUB)
V1 & V2: How to navigate the communication HUB and send your first message.
Written by
Anne Heath
Updated over a week ago
Using Merge Fields (Legacy)
V1 & V2: Using merge fields to personalize your individual and group messages
Written by
Anne Heath
Updated over a week ago
Groups
Creating / Adding a group (Legacy or HUB)
V1 & V2: Create a new group / Add a new group in the Legacy app or via the HUB.
Written by
Jason Alexis
Updated over a week ago
Sending a Group message (Legacy)
V1 & V2: Multiple ways to send a group message
Written by
Anne Heath
Updated over a week ago
What are Ad Hoc Groups and how are they created?
V1 & V2: AdHoc groups -- what purpose do they have and how do they get created
Written by
Anne Heath
Updated over a week ago
How Does Carrier Filtering Work (plus current fix)?
V1 & V2: Words/phrases mobile carriers might view as spam and our fix recommendation.
Written by
Jason Alexis
Updated over a week ago
Creating / Adding a group (Legacy)
V1 & V2: Create a new group / Add a new group with the Legacy app
Written by
Anne Heath
Updated over a week ago
How do I add people to a group? (Legacy)
V1 & V2: Adding people to groups from the HUB (recommended) or the Groups page + other "how to" links
Written by
Jason Alexis
Updated over a week ago
Unclassified Group
V2: I have an unclassified group in my groups page. What does it mean?
Written by
Anne Heath
Updated over a week ago
Can I send messages to more than one group simultaneously? (Legacy)
V1 & V2: Can I send messages to more than one group simultaneously?
Written by
Anne Heath
Updated over a week ago
How do I remove/delete someone from a group?
V2 & V1: remove, group, delete
Written by
Jason Alexis
Updated this week
Syncing a group with an external app (Legacy or HUB)
Using one of our integrations? Sync your groups with your external app.
Written by
Anne Heath
Updated over a week ago
HUB (Analytics)
How to find and generate your logs for group messages (HUB)
V1 & V2: Locating and looking at statistics for group messages, finding your message analytics
Written by
Anne Heath
Updated over a week ago
HUB (Groups)
Add someone to a group (HUB)
V2: Easy way to add a contact to a group.
Written by
Anne Heath
Updated over a week ago
HUB (Messages)
Sending a Group message (HUB)
V1 & V2: Multiple ways to send a group message
Written by
Anne Heath
Updated over a week ago
Filtering conversations by number (HUB & Mobile App)
V3 (Mobile) + V2 (Hub - Desktop) - Using multiple numbers and filtering conversations in the inbox, HUB and mobile app by number
Written by
Anne Heath
Updated over a week ago
HUB: Choosing the shared, high throughput, verified toll-free number
V2: Sending a message via the PastorsLine shared, high throughput, verified toll-free number.
Written by
Anne Heath
Updated over a week ago
Viewing Your "undelivered" Messages (HUB)
V1 & V2: Filtering and viewing your Undelivered messages in the HUB
Written by
Anne Heath
Updated over a week ago
Undelivered Messages - Bulk Clear All
how to bulk clear all unread message alerts / mark them as read
Written by
Anne Heath
Updated over a week ago
How to send a Group or individual message from the short code (HUB)
V2: How to send texts, links, or pictures using the short code for better deliverability
Written by
Anne Heath
Updated over a week ago
Inbox
Scheduling Texts (Legacy)
V1 & V2: You can schedule texts to be sent in advance to individuals and groups
Written by
Anne Heath
Updated over a week ago
How do I see, view, edit, stop or delete my scheduled single or group messages? (Legacy)
V1 & V2
Written by
Anne Heath
Updated over a week ago
Can I add links to text messages? How does it work? Can I shorten those links? Can I track the data? (Legacy)
V1 & V2: Info about links for the Legacy app
Written by
Jason Alexis
Updated over a week ago
How can I delete a message from my inbox?
How to remove or delete a conversation or message from the inbox / HUB
Written by
Anne Heath
Updated over a week ago
Inbox Filters (HUB)
V1 & V2: Explaining the Inbox filters and icons
Written by
Anne Heath
Updated over a week ago
Scheduling Texts (HUB)
V1 & V2: You can schedule texts to be sent in advance to individuals and groups
Written by
Anne Heath
Updated over a week ago
Managing your New Messages (1.0)
How to mark all unread messages as read
Written by
Anne Heath
Updated over a week ago
2-Way SMS Chat
Written by
Anne Heath
Updated over a week ago
Integrations
How Smart Syncing reduces duplicates in two-way integrations
V1 & V2: Smart Syncing, managing duplicates, and two-way integrations
Written by
Jason Alexis
Updated over a week ago
How to Resolve (accept or reject) pending Duplicates through Smart Syncing
V1 & V2: Smart Syncing, merging profiles, step-by-step how to, reject all
Written by
Anne Heath
Updated over a week ago
Planning Center Workflows
V2: Integrate your PastorsLine groups with your Planning Center (PCO) workflows
Written by
Anne Heath
Updated over a week ago
How to set up the Planning Center integration
V & V2: How to set up the Planning Center integration
Written by
Anne Heath
Updated this week
Integration: Mailchimp (setup)
V2 & V1
Written by
Jason Alexis
Updated over a week ago
Multicampus
Add an Organization (multicampus)
V2: Adding and auto linking additional accounts for multicampus solutions
Written by
Anne Heath
Updated over a week ago
Numbers
Switching between multiple numbers (Legacy)
V1 & V2: Keeping the messages organized and sending from the same number the contact last received messages from.
Written by
Anne Heath
Updated over a week ago
Check your contact's phone number information / classification (Legacy)
V1 & V2: Checking phone number information / classification / if the number is VOIP, invalid number, Home phone or mobile phone
Written by
Anne Heath
Updated over a week ago
Switching My Primary / Default Number
V2: How can I switch which number is my primary / default number to use?
Written by
Anne Heath
Updated over a week ago
Numbers Summary Screen
V2 & V1: Seeing an overview of your PastorsLine numbers
Written by
Anne Heath
Updated over a week ago
Numbers (FAQ)
Using Secondary Numbers
V2: How to set up and use secondary numbers
Written by
Anne Heath
Updated over a week ago
How do I remove a secondary number?
V2: How can I restore a secondary number back to a working number?
Written by
Anne Heath
Updated over a week ago
How fast does PastorsLine send my messages?
V2 & V1: Message send rates as of May 2021
Written by
Anne Heath
Updated over a week ago
Check your contact's phone number information / classification (HUB)
V2 HUB: Checking phone number information / classification / if the number is VOIP, invalid number, Home phone or mobile phone
Written by
Anne Heath
Updated over a week ago
Deleting numbers from my account
V2: How can I remove a phone number from my account that we don't need anymore?
Written by
Anne Heath
Updated over a week ago
Switching your Primary number
V2: As an owner, you can easily choose which number is your primary number
Written by
Anne Heath
Updated over a week ago
Numbers (Hosted SMS / Text Church Landline)
Edit my Landline's extension for verification
V2: How to edit your landline's extension for the verification process
Written by
Anne Heath
Updated over a week ago
Verify a Number
V2: Verify phone number / landline / hosted SMS number to be used for voice broadcasts
Written by
Anne Heath
Updated over a week ago
Planning Center Online
V1/V2: How to sync an existing or new PastorsLine group to an existing or new PCO list?
V1 & V2: How to sync your PastorsLine group to a people list in Planning Center (PCO)
Written by
Anne Heath
Updated over a week ago
Settings
How to Use Your PastorsLine Notification Settings
V1 & V2: How to Use Your PastorsLine Notification Settings
Written by
Anne Heath
Updated over a week ago
HUB: Clock when scheduling messages
Written by
Anne Heath
Updated over a week ago
Changing your PastorsLine email
V2: How to change your user email.
Written by
Jason Alexis
Updated over a week ago
Manage your default HUB or Inbox 1.0 View Settings
V1 & V2: Turn off or on the HUB or Inbox 1.0 as your default view, manage mobile app settings
Written by
Anne Heath
Updated over a week ago
Mobile App, Email and SMS Notifications
V2: Setting up your notifications
Written by
Anne Heath
Updated over a week ago
Users
Edit User Privileges
V1 & V2: Admins can edit user privileges
Written by
Anne Heath
Updated over a week ago
How can I delete a user from our account?
V2: Delete / remove users from account
Written by
Anne Heath
Updated over a week ago
Multiuser
V1 & V2: More than one user? Set up roles / permissions for each to help end Inbox madness.
Written by
Anne Heath
Updated over a week ago
User Credits: How to allocate, increase, and decrease (give, add, and remove)
V2: Giving credits to new users + changing the amount of credits for existing users.
Written by
Anne Heath
Updated over a week ago
Multiuser: What does the PastorsLine inviting / adding a new user process look like?
V2: Adding or inviting new users to your account (multiuser)
Written by
Anne Heath
Updated over a week ago
Add or edit the phone number assigned to a user
V2: How you can add or edit the phone number that is assigned to a user on your account
Written by
Anne Heath
Updated over a week ago
PastorsLine says I don’t have credits to assign, but I think I do.
V1 & V2: Where did those credits you thought you had go to? How does PastorsLine figure out how many credits you have left to assign?
Written by
Anne Heath
Updated over a week ago
Assign or remove groups from users
V2: Add groups to a user or delete groups previously assigned
Written by
Jason Alexis
Updated over a week ago
How do I add credits to a user under the user listings?
V2
Written by
Jason Alexis
Updated over a week ago
Can we have more than one user? If yes, how does that work?
V2: Can we have more than one user? If yes, how does that work?
Written by
Jason Alexis
Updated over a week ago
Voice
How can I send a Voice Broadcast (HUB, phone, app)?
V1 & V2: Sending voice broadcasts from the HUB is recommended. Here's how. Also viewing your broadcast recorded history and saved templates
Written by
Anne Heath
Updated over a week ago
How can I send a Voice Broadcast (Legacy)
V1 & V2: It is recommended to send voice broadcasts from the HUB. Here's how. There's also a legacy version walkthrough if you prefer.
Written by
Anne Heath
Updated over a week ago
How can I schedule a Voice Broadcast from Inbox 1.0 (Legacy)?
V1 & V2: Schedule your voice broadcast to go out when you want it to!
Written by
Anne Heath
Updated over a week ago
Voice: call forwarding & do not call
V2: Setting up call forwarding or Do not call options
Written by
Anne Heath
Updated over a week ago