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Blog

Mass Emailing in Workflows
Oct 30, 2018

Mass Emailing in Workflows

The heart of Workflows is connection—everything about the feature is designed to support strong communication through follow up. We’ve noticed email is one of the most common ways churches like to reach out to people, which is why you can email individuals directly from workflow cards. But sometimes, you don’t need to write everyone a personal email, you just need to send the exact same message to multiple people in your workflow. Until today, the only way to send mass emails to people in

Jeff Berg

2 min read
Update Profiles in Workflows
Jun 12, 2018

Update Profiles in Workflows

From on-boarding new volunteers to following up with first-time visitors, Workflows has become a central hub of productivity and organization for many churches who use Planning Center People. Today’s update is going to help you maximize your time while using this feature! One of the most common practices we see in Workflows is a step dedicated to updating a person’s profile, like changing a membership status or adding someone to a volunteer team in Services. This profile-updating step is s

Daniel Murphy's profile image

Daniel Murphy

·

Product Manager

2 min read
Bulk Updates Come to Workflows
Feb 07, 2018

Bulk Updates Come to Workflows

People are the heart of your church, and the purpose of every feature in Planning Center People is to eliminate the administrative obstacles in the way of the church’s ability to build relationships with people. Workflows is a feature designed to streamline the often disjointed process of following-up with people in your church to make sure no one slips through the cracks. A few weeks ago we improved Workflows to increase the speed of the process to create more time and space for you to focus

Jeff Berg

2 min read

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