Salutations

How to Navigate the ‘Salutations’ Page 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 ‘Positions and Salutations’ option. You will be taken to a page with Multiple Tabs: Positions and Salutations.

7. Click Salutations to open the salutations listing.

---

Explore the Salutations Listing

You’ll now see a table of existing salutations with columns such as:

1. Salutation (the salutation/title name)

2. Members Count (the number of people who use that salutation)

3. Created Date

4. Actions (View or View Members, Send Message, Add User, Edit, Delete)

Use the Type to search ... bar above the table to find a specific salutation by name.

---

Add a New Salutation

1. Click the + Add Salutation button (usually in the top-right corner).

2. An Add Salutation pop-up/modal will appear:

   1. Salutation Name: Enter the formal title (e.g., “Bishop,” “Prof..,” “Sir,” etc.).

3. Click Add Salutation to confirm.

4. You’ll see a success message (e.g., “New salutation added”), and the new salutation appears in your list.

---

View Salutation Details & Manage Members

1. Next to a salutation in the Actions column, click View

2. A side panel or page labeled View Details appears, typically showing:

   1. Total Members and Created At date.

   2. A list of all members with that salutation, including:

      1. Name, Email, Phone

      2. Member Since (join or assignment date)

      3. Actions (e.g., Remove)

1. Add User:

   1. In the top-right corner of this details panel, you’ll see a + Add User button.

   2. Click it to open a search field to type and select an existing user.

   3. Click Add User to confirm. This person will now appear under that salutation.

1. Remove a User:

   1. Locate the person in the members' list.

   2. In the Actions column, click Remove.

   3. Confirm the removal if prompted (e.g., “Are you sure you want to delete this user from the salutation?”).

   4. Once confirmed, they are no longer assigned that salutation.

---

Edit a Salutation

1. On the main Salutations list, find the entry you wish to change.

2. In the Actions column, click Edit.

3. An Edit Salutation pop-up will appear:

   1. Salutation Name: Update the name (e.g., rename “Bishop” to “Pastor” if needed).

4. Click ‘Edit Salutation’ to confirm.

5. The salutation name was updated in the list immediately.

---

Send a Message

1. From the Actions dropdown, you may see Send Message.

2. Click it to open a message modal:

   1. Communication Type (Email, SMS, etc.).

   2. Sender Name / Sender Email or Sender Number.

   3. Message body (optionally personalize with placeholders).

   4. Schedule the message or send it immediately.

3. Click Send Message to dispatch the note to all members who share that salutation.

---

Delete a Salutation

1. In the Actions column, choose Delete (drop-down menu → Delete Salutation).

2. A confirmation dialog will appear: “Are you sure you want to delete this Salutation?”

3. Click Continue to permanently remove it, or Cancel to keep it.

4. Once deleted, the salutation is removed from the system, and any associated members will no longer have that salutation assigned. However, delete is only applicable to salutations not in use.

---

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