Wedding Anniversaries

How to Navigate the ‘Wedding Anniversary’ Page in the of the People Module 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 “People”.

  6. Under the People menu, select the ‘Birthdays and Wedding Anniversary’ option. You will be taken to a page with multiple tabs across the top: Birthday Celebrations, Wedding Anniversaries, Templates, Automated Greetings.

  7. Click on Wedding Anniversaries to open the wedding anniversaries view.

View & Filter Anniversaries

  1. At the top-left, you’ll find a filter option (e.g., “Month: June”). Click the dropdown to choose another month.

  2. Use the Type to search … field to quickly locate specific individuals or couples by name, phone number, or email.

  3. The list displays columns such as:

    1. User (with names/emails and possibly photos)

    2. Phone

    3. Membership status (Member, Global, Guest, etc.)

    4. Wedding Date

    5. Actions (where you can send a Message or Edit)

Sending a Message

  1. Locate the individual/couple you want to message in the table.

  2. In the Actions column, click the drop-down arrow and select Send Message.

  3. In the Send Message modal, select your Communication Type from the dropdown (e.g., SMS, MMS, Voice Broadcast, Email, or Push Notification).

  4. Sender Number/Sender Email: Choose the correct number or email you want to send from (if multiple are available).

  5. Message: Type your personalized message in the textbox. You’ll notice a character count (e.g., 0/200) if SMS is selected.

  6. Message Type:

    1. Personalize Message: The recipient is addressed using the name recorded in the system.

    2. Plain Text will send exactly what you write, without placeholders.

  7. Choose Send Now to deliver immediately, or pick a date and time to send later

  8. Once you’re ready, click Send Message.

  9. You should see a confirmation that the message has been sent or scheduled successfully.

Editing an Anniversary Record

  1. In the Actions column, click Edit next to the couple/individual whose anniversary details you need to modify.

  2. An Edit sidebar/modal will appear (see attached screenshot). Typical editable fields include:

    1. Membership Type: e.g., Member, Global, Guest, etc.

    2. Gender: if applicable.

    3. Wedding Date: click the calendar icon or type in the correct date (e.g., “June 2, 2002”).

  3. When finished making changes, click Update Details

  4. Your changes take effect immediately, and you’ll return to the main list or see a confirmation.

Download/Export Anniversary List

  1. In the upper-right corner, click the Download button.

  2. Select whether to Download ALL or Download Current.

  3. Use the exported data for reports, mailings, or offline engagement activities.

Return to Other Pages or Modules

  1. When you’re done, you can switch tabs (e.g., to Birthday Celebrations) or click any other main menu item on the left to move to a different module.

  2. If you made any edits, they remain saved even if you leave the Wedding Anniversaries page.

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

PreviousBirthday CelebrationsNextGreeting Templates

Last updated