If you haven't set up your Church Community Builder Integration, head here first.
When someone texts into your account you might not know who they are. But if you're using Church Community Builder, Clearstream can automatically search your account for a matching profile. Clearstream will look for a matching profile based on the phone number. If a match is found, we'll sync their name and email into Clearstream (almost instantly).
For a quick demonstration of how this works, just watch the video below. Alternatively, you can read on.
To enable this feature, go to your CCB Integration page and check the box to "Retrieve profile data from CCB when someone texts in."
How It Works
Someone texts in to join your Clearstream account for the first time.
Clearstream automatically looks for a matching profile in CCB.
If it exists, Clearstream syncs their profile data (name & email address) from CCB.
How It Helps
Automatically fill in Subscribers' name and email fields without asking people to submit them (if they already exist in CCB).
In a Keyword Workflow, you can send a Collect Name & Email Form only to people who don't have a CCB profile. Check out Branches to learn more.
When using the Push to CCB step, this eliminates the possibility of creating duplicate profiles.