Birthdays and Weddings

How to Navigate the ‘Birthdays & Weddings Message Templates’ 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 Settings.

6. Under the Settings menu, select the ‘Messaging’ option. Click Birthdays & Weddings to view your birthday and anniversary templates.

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Understanding the Birthdays and Weddings Template Page

1. Locate the Search & Filter control. At the top left of the page, you’ll see a funnel icon and a “Type to search” box. Click the funnel or start typing a template name to instantly narrow the list.

2. Add a new template. Move to the top right and click the + Add Template button. This opens the creation modal, where you can define your new Birthday or Anniversary message.

3. Review the Template List. Directly beneath the toolbar, each row displays a template’s Name, Type (SMS, Email, MMS, Voice Broadcast, or Push Notification), Created By, and Date Last Modified.

4. Manage individual templates. On the far right of any row, click the Details ▾ dropdown to choose View, Edit, or Delete that specific template

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Add a New Template

1. Click “+ Add Template.”

2. Choose your channel. Select SMS, MMS, Email, Voice, or Push Notification.

3. Name your template. Enter a clear, descriptive title.

4. Fill required fields:

   1. SMS/MMS/Voice: pick a sender number; for MMS/Voice, attach media; write your message.

b. Email: set sender name/email; enter subject; compose in the rich‑text editor.

c. Push: attach an image; enter subject; write your message.

1. Insert merge tags from the right‑hand panel as needed.

2. Click “Add” to save your new template.

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Edit a Template

1. From the View modal, click Edit, or in the list, click Details ▾ → Edit Message.

2. The Edit Template form mirrors the “Add” modal but pre‑populates existing values.

3. Update any of the following:

   1. Template Name

   2. Sender Name/Number or Sender Email

   3. Subject (Email/Push)

   4. Attachments (add/remove images or audio)

   5. Message content (use merge tags as needed)

4. Click Edit (or Save) to apply changes or Cancel to discard.

5. You’ll return to the list; the template’s Date column updates to show the latest modification time.

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Delete a Template

1. In the list, either:

   1. Click Details ▾ → Delete Message on the specific row, or

   2. Use the left‑hand checkboxes to bulk‑select one or more templates, then click the trash icon in the header toolbar.

2. Confirm the deletion in the prompt.

3. The template(s) will be removed from the list.

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