Settings

How to Navigate the ‘Follow-up Settings’ 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 ‘Settings’ option.

Configure Email Addresses

  1. Under the Email Addresses section:

    1. Enter up to 5 email addresses. These emails will receive notifications when new guests submit the "I'm New Here" form.

    2. Separate each email with a comma or select existing contacts displayed as suggestions.

    3. Click Save once done.

Assign a Department

  1. Move to the Department section:

    1. Choose the department or service unit responsible for engaging new guests from the dropdown menu.

    2. After selecting the appropriate department, click Save.

Set Reminder Frequency

  1. Scroll to the Reminder section:

    1. Adjust the slider to set the frequency of reminder emails sent to the Follow-up team members who haven't updated their activity logs.

    2. By default, reminders are sent every 7 days. Slide to 0 if no reminders are needed.

    3. Click Save after setting your desired frequency.

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

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