All Submission

How to Navigate the ‘Follow-up Listing’ > “All Submission” Page in the Admin Portal

1. Log In – Make sure you’re signed into your ChurchPad account.

2. Click your Profile Icon at the top right.

3. From the dropdown menu, select "Admin"

4. You are now in the Admin Portal.

5. From the left sidebar menu, click on “Follow-up”.

6. Under the Follow-up menu, select the ‘Listing’ option. You automatically land on the All Submissions tab, which displays an overview of all guest submissions.

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Viewing Guest Submissions

Upon entering the Follow-Up Module, you'll see a detailed table with guest submissions including:

1. Guest Name

2. Phone Number

3. Email Address

4. Assigned Team Member

5. Status (New Member, Assigned, Opt-out, Closed)

6. Submission Date

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Filtering & Searching Submissions

1. To filter submissions:

   1. Click on the Filter icon next to the search bar.

   2. Select criteria such as Guest Name, Phone, Email, Assigned To, Status, and Created At, and apply specific conditions.

   3. Click "Apply Filters" to see refined results.

2. To search:

   1. Simply type a name, email, or any keyword into the search bar.

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Managing Submissions (Action Button)

Each submission has an Actions dropdown with the following options:

1. View Form

   1. Click to view detailed answers from the submitted form (e.g., Name, Email, Gender, Age Group, Prayer Requests).

   2. From here, you can Edit Details or Log Activity directly.

1. Assign/Reassign Submission

   1. Select Assign to delegate a new guest to a Follow-Up team member.

   2. In the pop-up modal, choose a team member from the dropdown and click "Submit".

1. Log Activity

   1. Click Log Activity to open the Activity Log Form.

   2. Select the Activity Type (e.g., Text Message, Call, Email, Meet Up).

   3. Provide relevant details, attach media if needed, and click "Save Activity Log".

1. View Activity Log

   1. Click “View Log Activities” to review all previous activities (meet-ups, emails, assignments) related to the guest.

1. Delete

   1. Select Delete to remove a submission.

   2. A confirmation modal appears:

      1. If the guest is also in the membership database, you'll have an option to also delete the user’s profile from the People Module.

      2. Click "Delete Member" to confirm, or "Go Back" to cancel.

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Adding a New Submission

To manually add a new submission:

1. Click on the "Add Submission" button.

2. Complete the Create New Submission form with fields like:

   1. Salutation, First Name, Last Name

   2. Phone Number, Email

   3. Gender, Age Group

   4. How did you hear about us?

   5. Prayer Request

3. Click "Add Guest" to add to the list.

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Bulk Actions

1. Select multiple submissions using checkboxes on the left.

2. Bulk options become available:

   1. Assign: Delegate multiple submissions to a team member simultaneously.

   2. Delete: Remove multiple submissions in one action.

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🆘Need additional help? Reach out to our support team at [email protected]