App Training Guide

Download the App

The Visitor Reach app is available for both iOS and Android. Once installed, open the app to access the main navigation menu, which includes four key icons at the bottom of the screen.

Settings Tab

Located at the bottom right of the screen, the Settings tab allows you to:

View Account Info and Analytics

• Track how many people are in each journey.
• See the source of each contact (social media ad, church connect card, web form, widget, or QR code).
• Monitor weekly additions to your app’s database.

Manage Quick Replies

Quick Replies are pre-loaded text templates that make messaging more efficient.

• To edit: Tap on a quick reply to change its title, language, or delete it.
• To create a new one: Tap the plus (+) icon in the top right. You can create replies for specific events or updates to use in future conversations.

Groups Tab

The Groups section contains four default groups:

• Engage
• Connect
• Follow Up
• Assimilate

Custom Groups

• Tap the blue plus icon in the lower right to create unlimited custom groups.
• Assign a name, description, and color.
• Note: A person can only belong to one default group, but multiple custom groups.

Clicking on any group lets you view:

• Group description
• All associated members

People Tab

Here you can:

• View every contact in your app.
• Filter by group or search by first name, email, or phone number.

Viewing or Adding Contacts

• Click on a contact to view their full profile (name, contact info, source, and group).
• To add a new visitor manually:
  
  • Tap the plus (+) icon in the bottom right.

• • Enter their name, email, phone number.

• • Set the external source (e.g., Church Connect Card).

• • Tap the floppy disk icon to save.

Notifications and Message Management

Turning on Notifications

Enable notifications to get alerted when:

• Someone replies to an automated message.
• A contact engages with your last message.

Managing Conversations

• New messages appear highlighted in blue.
• The blue highlight remains until you:
  
  • Reply to the message, or

• • Open the conversation, tap the three dots, and select Mark as Read.

Lightning Bolt: Quick Reply Templates

• Located at the bottom of each conversation.
• Tap the blue lightning bolt to access texting templates.
• Select a template to autofill your response. You can edit before sending.

AI Assistant

• Tap the AI icon to generate an intelligent, tone-matching response.
• The response will autofill into the message box for further customization before sending.

Managing Opt-Outs and Deletions

If someone texts “STOP”:

• Automated texts will pause.
• They’ll still appear in analytics and receive emails.

To Remove Them Fully:

1. Go to their profile.
2. Tap the three-dot menu.
3. Select Delete.
4. This removes them from:
   
   • All text threads

1. • Email lists

1. • Analytics

Updating a Contact’s Group

Example: Shayla Jolly comes to church and is auto-added to the Connect group via social media.

To move her to Assimilate:

1. Go to her profile in the People tab.
2. Remove her from Connect by clicking the trash icon.
3. You can now assign her to Assimilate.