Notebird

People are members, congregants, visitors, community members, etc. This is all about how to create a profile for them.

Adding A New Person Profile in Notebird

Easily edit or add phone numbers, address and other contact information to existing people.

Editing People's Profile Information

Easily archive a person when they no longer are a part of your organization.

Archiving & Unarchiving People

The following feature allows you to keep specific people top of mind.

Following & Unfollowing People

Adding & Editing Related People

Permanently remove a person from you Notebird account

Deleting A Person

Why are ZIP codes not visible after adding an address?

Sending A Birthday or Anniversary Text Message [Mobile]

Notebird supports, accommodates & love long names. No really, we do!

Hubert Blaine Wolfeschlegelsteinhausenbergerdorff Sr.

Adding Birthdays to Existing Profiles

Adding a birthday that doesn't show a person's age.

Adding a Birthday with No Year

Adding General Profile Notes

Merging Person Profiles

Sending A Text Using Notebird

The new Attachments feature allows you to upload and store important files directly on a person’s profile, update, and task in Notebird.

Attachments for Person Profiles, Updates, and Tasks

Membership Types allow your organization to categorize people by their involvement or role, such as Member, Visitor, Regular Attender, and more...

Membership Types Overview

Yes, we will help you upload your spreadsheet of contact information into Notebird.

Can I import existing people data into Notebird?

People

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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