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How to Add a New Person Record

Adding people to your account is a key step in staying connected and building relationships. 💙 Whether it’s a guest, member, or volunteer, you can create a new record from scratch in just a few clicks.

Written by Kyra Rine

Step 1: Go to the People Section 👥

  1. From the main menu, open the People section.

  2. Click the Add New button.

Step 2: Enter Person Details ✏️

You’ll be able to add a wide range of information, including:

  • Profile Image 📸

  • First & Last Name

  • Email Address

  • Mobile Phone Number

  • Toggle Yes, I have permission to email/text this person

  • Landline

  • Date of Birth 🎂

  • Preferred Language 🌍

You can also:

  • Assign the person to a Group (or leave this blank for now).

  • Add their Street Address 🏡

  • Include Social Media Handles (Facebook, Twitter, Instagram, LinkedIn).

  • Write any Comments or Notes for your team.

Step 3: Save the Record 💾

Once all information is entered, click Create Person. 🎉
Your new record will now appear in your People Section for easy communication and follow-up.

Why Add Full Details?

The more details you capture, the more personal and intentional your communication can be. 💬 Whether it’s sending a birthday text 🎂, connecting on social media 📲, or keeping track of family info, every detail helps your church make people feel known, noticed, and loved.

👉 That’s it! You’ve successfully added a new person record in Text In Church.

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