Add one person by hand
When you meet someone new and want them in your church directory right away, you can add them one at a time without importing a whole spreadsheet. This is the fastest way to save a single contact.
Before you begin
- You need access to the People area of your dashboard.
- To add a whole list at once instead, see Import people from a spreadsheet.
Step-by-step
- Go to the People page. Open People from your dashboard.
- Click Add people. It sits in the top right of the People page and opens a short menu.
- Choose Add one person. A pop-up window titled Add a person appears. (The other choice, Upload CSV, is for importing many people at once.)
- Enter a First name. This is the only required field, marked with a star.
- Fill in the rest as you have it. Add a Last name, Email, Phone, Birthday, and a Note if you like. The note is a free space for anything worth remembering about this person.
- Choose a Membership. This starts as Subscriber, which fits most new contacts. Switch it to Member if this person is already a committed member of your church. To learn the difference, see Subscriber vs. Member.
- Review the Marketing consent box. It has two checkboxes, This person has opted in to email updates and This person has opted in to text message updates. Both start checked.
- Uncheck a channel you haven't confirmed. If you have not actually collected this person's permission for email or texting, uncheck that box. The person is still added either way, and only the channels you leave checked will receive your campaigns.
- Click Add person. This saves the person and closes the window. You will see a short confirmation, and the new person appears in your list.
Adding several people in a row
If you are entering more than one person at a sitting, use Save and add another instead of Add person. It saves the current person and clears the form so you can type the next one straight away, without reopening the window each time. When you finish the last one, click Add person to save and close.
You can also press Enter from any field (except the Note box, where Enter starts a new line) to save the person quickly.
Good to know
- You must enter an email or a phone number. If you leave both blank, you'll see the message "Add an email or phone number so you can reach them." Fill in at least one and try again.
- The consent boxes are your attestation. Leaving a box checked tells Churchday you have this person's permission to reach them on that channel, so only check the ones you've truly collected.
- A birthday can't be in the future. The date picker only allows today or an earlier date.
- You can add more later. This window keeps only the essentials. To add an address, tags, or other details, open the person's profile afterward and edit it there.