When someone texts in with your keyword, you can automatically create a new profile for them in your Church Community Builder/Pushpay account. You can even add them to CCB groups or process queues as part of your workflow.
Steps
Create a new keyword or select an existing one.
Select the list(s) you want to attach to your keyword and optionally add an auto-response message.
Click Add Step and select Push to Church Community Builder. If you haven't yet set up your CCB integration, just click Connect to CCB to start the process.
Note: CCB requires a first and last name to create a profile. When adding this step, we will automatically add the Collect Name and Email step to your workflow — unless it has already been added.
(Optional) Select Add to Group or Add to Process Queue. Using the dropdown, select the CCB groups or process queues you want profiles to be added to.
Click Create or Update Keyword.
Now that you've set up your keyword, everyone who texts in and fills out the form will be added to a new profile in your CCB account.
To prevent creating duplicate profiles in CCB, review these best practices!