Match Phone Number Submissions

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For the majority of your congregation, if your data is up-to-date and accurate, this won't be necessary, as the system will be able to match the person with their phone number in Church360 Members automatically. But, if a person responds to the opt-in email from a different phone number than you have listed for them in Church360 Members, then you'll need to match up that phone number with the appropriate person record. 

  1. Log in as a user with administrative privileges as part of their assigned role.
  2. Click on the settings gear in the top right corner of the page and select "Texting" under the Admin section
  3. Next to the section labeled "Match Phone Number Submissions" the system will show you how many phone numbers are in need of being matched up with a person. Click on this number to be taken to the matching screen.
  4. The next page will show 3 columns. First, the name of the person that you sent the opt-in invitation to. Next, you'll see the phone number they opted-in under. Finally, the third column will let you select a person record from Church360 Members. Select the appropriate person
  5. If a record needs to be ignored or the person you selected is the wrong person, click the gray button with a minus sign in it to either ignore or unlink the record.
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