Getting Started
When you first log in, you’ll land on the dashboard.
At the top of the menu, you’ll notice an arrow icon that allows you to:
Expand the menu
Minimize the menu
The dashboard also gives you a quick overview of your account activity, including helpful stats and usage information.
Messages
The Messages section is where you can:
View incoming messages
Manage conversations
Reply to texts
View archived conversations
Check scheduled or pending messages
Review sent messages
Sending a Message
To send a message:
Choose the message type:
Text Message
Email
Add a message title (optional)
Message titles are for internal use and help your team remember the purpose of the message.
Examples:
Volunteer Check-In
Guest Follow-Up
Event Reminder
Choose recipients
You can send messages to:
Entire groups
Individual people
Build your message
Write your message using the message builder.
Choose sending options
In the final step, you can:
Select the phone number you want to send from
Send immediately
Schedule the message for later
People
The People section contains all contact records in your account.
Anyone you want to text or email must first exist in this section.
Adding a New Person
Select Add New to manually create a contact record.
Recommended information includes:
First Name
Last Name
Email Address
Cell Phone Number
When adding contact information, be sure to confirm:
“Yes, I have permission to email them”
“Yes, I have permission to text them”
Then select Create Person.
Quick Add
If you need to add several people quickly, you can use Quick Add.
This allows you to paste rows of basic information directly into the system.
Importing a CSV File
You can also import contacts from another system using a CSV file.
For best results, include:
First Name
Last Name
Email Address
Cell Phone Number
After uploading your file, you’ll:
Confirm permissions
Process the file
Match your fields
This is one of the fastest ways to bring contacts into Text In Church.
Managing Contacts
With View & Modify permissions, you can:
View contact records
Edit contact information
Archive contacts
You’ll also have access to additional tabs and information inside each contact profile.
Groups
Groups help organize and segment people within your account.
With your permissions, you can:
View Groups
Create Groups
Edit Groups
Add members to Groups
Modify group settings
Group Limitations
While you can edit groups, you cannot delete them.
If you attempt to delete a group, you’ll receive an “Access Denied” message because deletion permissions are restricted.
Viewing Group Details
Inside a group, you can view:
Members
Connected Automated Workflows
Associated Connect Cards
Group settings
You can also manually add members to a group when needed.
Connect Cards
Connect Cards are digital forms used to collect information from people.
Examples include:
Guest Forms
Prayer Requests
Event Registrations
Small Group Sign-Ups
With View & Modify permissions, you can:
View Connect Cards
Edit Connect Cards
Create new Connect Cards
Organize cards into folders
However, you cannot delete Connect Cards.
Automated Workflows
Automated workflows are sequences of messages and actions triggered when someone joins a specific group.
With View & Modify permissions, you can:
View workflows
Open workflows
Edit workflow steps
Adjust timing and delays
Save workflow changes
Example Workflow Update
You might adjust a workflow so that:
A welcome email is sent 4 hours after someone joins a group instead of immediately.
Once saved, the workflow updates automatically.
Settings
You also have visibility into several account settings.
Within the Settings section, you can view:
Account overview
Account logo
Phone numbers connected to the account
Account holder information
Monthly messaging allotments
Billing cycle reset dates
If you ever need help, the account holder’s contact information is available here as well.
Resources & Support
Text In Church includes several built-in support resources to help you succeed.
Search articles and guides for answers to common questions.
Access on-demand training videos and tutorials anytime.
Messaging Support
You can send messages directly to the support team from inside your account.
Feature Requests
Submit ideas, feature requests, and roadmap suggestions to help improve the platform.
Live Help Desk
Twice each week, the Member Support Team hosts a live help desk where you can ask questions and get hands-on support.