PastorsLine V1/V2

Articles supporting old versions of PL

Jason Alexis avatar Anne Heath avatar
117 articles in this collection
Written by Jason Alexis and Anne Heath
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)
Anne Heath avatar
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
Anne Heath avatar
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
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

CCB Saved Searches

V1 & V2: PastorsLine integrates with your saved searches in CCB
Anne Heath avatar
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
Anne Heath avatar
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!
Anne Heath avatar
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
Anne Heath avatar
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?
Anne Heath avatar
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
Jason Alexis avatar
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
Anne Heath avatar
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
Anne Heath avatar
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)
Anne Heath avatar
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?
Anne Heath avatar
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?
Jason Alexis avatar
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
Jason Alexis avatar
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.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Duplicate Handling

V1 & V2: How duplicates are handling in all PastorsLine integrations
Anne Heath avatar
Written by Anne Heath
Updated over a week ago
Contacts

V2: Manually Unsubscribe and Resubscribe Contacts

How to unsubscribe and resubscribe contacts manually
Anne Heath avatar
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
Anne Heath avatar
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
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How to block contacts (Legacy)

V1 & V2: block calls, random calls, unwanted messages
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Import, edit and manage your contacts

V1 & V2:
Anne Heath avatar
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
Anne Heath avatar
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
Anne Heath avatar
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!
Anne Heath avatar
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.
Anne Heath avatar
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.
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

Sending a Group message (Legacy)

V1 & V2: Multiple ways to send a group message
Anne Heath avatar
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
Anne Heath avatar
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.
Jason Alexis avatar
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
Anne Heath avatar
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
Jason Alexis avatar
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?
Anne Heath avatar
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?
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How do I remove/delete someone from a group?

V2 & V1: remove, group, delete
Jason Alexis avatar
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.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago
Users

Edit User Privileges

V1 & V2: Admins can edit user privileges
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How can I delete a user from our account?

V2: Delete / remove users from account
Anne Heath avatar
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.
Anne Heath avatar
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.
Anne Heath avatar
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)
Anne Heath avatar
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
Anne Heath avatar
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?
Anne Heath avatar
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
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

How do I add credits to a user under the user listings?

V2
Jason Alexis avatar
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?
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago