How to Edit Scheduled Texts, Emails, and Volunteer Schedules

Summary: This guide provides step-by-step instructions for fine-tuning your church's messaging strategy by accessing and editing scheduled texts and emails via the User History, and shows you how to adjust the timing of volunteer reminder messages within the Events tool.

Before You Begin

• You must have the necessary permissions to access Church Management Settings and Events.
• Crucial Note: Once a message reaches 'Sent' status or is marked as pending, it can no longer be edited.

Step-by-Step Instructions

To Edit Scheduled Texts

1. Navigate to Church Management Settings on the top right.
2. Select User Settings from the right side.
3. Click Text on the left-hand side of History.
4. Click on a scheduled text to view its details. [The details screen allows you to Unschedule/Remove the message if desired.]

To Edit Scheduled Emails

1. Click Church Management Settings on the top right.
2. Click User Settings in the dropdown menu.
3. On the left-hand side, choose Email under History.
4. Select the Email you would like to view/edit/delete and click on the subject to bring up the email.
5. Click the arrow next to Change Time.
6. Select your desired option: Change Time, Send Now, Edit Content, or Unschedule & Remove.

To Change the Day Volunteers are Sent a Reminder

1. Navigate to Events and select the event on your calendar.
2. Select Volunteers.
3. Click Volunteers will receive 1 reminder (or similar text) under one of the roles in your event.
4. Click the edit icon to edit the timing of the message.
5. Change it to a different amount of days prior to your event.
6. When saving, ensure you choose to simply change for this event only.

Troubleshooting & FAQs

• Can I delete a text without viewing the details? You must click on the text to view its details screen, where the option to Unschedule/Remove the message is provided.
• If I change the time for one reminder, does it change all volunteers? It changes the timing for all volunteer roles set to receive a reminder on that specific day for that event only (if you select the "change for this event only" option).
• I need to send the scheduled message immediately: For emails, Select Send Now from the options next to Change Time (Step 6 in Email section).