PEOPLE (formerly CONTACTS)

Keeping in touch with those in your ministry.

Jason Alexis avatar Anne Heath avatar Ruben Miranda avatar
31 articles in this collection
Written by Jason Alexis, Anne Heath, and Ruben Miranda

V3: Archive vs Delete

Explaining archive (soft delete) vs delete (permanent - no returns).
Anne Heath avatar
Written by Anne Heath
Updated this week

V3 Icon - - Add / Import a New Person

Increase your PastorsLine data by adding or importing a new contact.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

V3: How can I edit a person's (contact's) profile?

See / edit details about a person: contact info, groups they are in, linked tags, relevant campaigns, etc.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Importar, editar y administrar tus contactos

Descripción general de la Página de Contactos:
Ruben Miranda avatar
Written by Ruben Miranda
Updated over a week ago

How to block contacts (HUB)

block calls, random calls, unwanted messages
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

How do I (manually) unsubscribe contact(s)?

Can I manually subscribe or unsubscribe a contact from receiving messages from our numbers?
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Why are my contact(s) "grayed out" in my group and Solutions

Why are contacts grayed or faded in the contacts page or group and solutions to fix this
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Reformat your DOB column for importing

V3 & V2: How to reformat your birthday column to match required MM-DD-YYYY format
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Deleting contacts

I want to delete some contacts from PastorsLine
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

V3: Groups -- Group Details -- People Tab

See more information about the people in a group.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Contact Page: using filters

showing/hiding contacts with 0, unsubscribers, opted out, blocked, landline, VOIP, mobile, checked, unchecked, invalid, or by integration
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Which should our church use—connect cards or texting?

V3 & V2: Is it either connect cards or texting? Perhaps it's both? Get your digital communication in top form by reading this article.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Can I use a U.S. toll-free number for two-way, international texting?

V3 & V2: Find out the purpose of U.S. toll-free numbers, why you can't use them for two-way international texting + the solution.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Bulk Restore for Deleted Contacts

Uh oh...has a bunch of your synced contacts gone missing? Not to worry. PastorsLine has a one-step restore at your service.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Sending Voice Broadcasts: Separating Landline Contacts

Here's how to send a text to your mobile contacts and a voice broadcast version of the same message to your landline contacts .
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Duplicate numbers: Edit, delete, block, unsubscribe

Managing contacts with the same phone numbers.
Jason Alexis avatar
Written by Jason Alexis
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

How does PastorsLine Handle Inactive or deleted Contacts?

V3 & V2: Does PastorsLine pull inactive (external app - CCB, PCO, Elvanto, MailChimp) contacts into my database?
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Why is there a "0" in my contact's profile for the phone number?

Why is there a "0" zero in my contact's profile for the phone number?
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

What is excluded when importing contacts with .csv files

V3 & V2: What is excluded when importing contacts with .csv files
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Auto-Check Undelivered Messages

You can automatically check the phone type for messages that were undelivered!
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Using your number for testing and restoring deleted contacts

You can delete contacts and restore them if needed
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How do I export contacts (groups or individuals)?

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

How to manually Process/Manage Duplicate Contacts

How to manually Process/Manage Duplicate Contacts
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

V3: How to import your contacts

Importing your contacts from a .csv file.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How do I move people in bulk around the application, for example from Contacts into Groups?

moving contacts into groups from the contacts page or groups page
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How to import your contacts from your Mac or iPhone address book.

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

Unique Mobile Number(s)

V3 & V2
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Broadcast from Phone

V3 & V2
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

V3: People View -- People Details

Further details of your people (contacts) and how to edit them.
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

V3: People View -- an Overview

General background on the PastorsLine PEOPLE view (formerly Contacts).
Anne Heath avatar
Written by Anne Heath
Updated over a week ago