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Emily Jiles
·Product Marketing Manager
4 min read
Planning Center Blog
Lists
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New in People: Less spam, cleaner profiles, better permissions and more
This week’s roundup of People updates is a lot like going out for tacos 🌮 : bite-sized meals, big on flavor. The People team has been making some tacos made 10 small but significant improvements: because ultimately, an up-to-date database is not about keeping things clean but about making sure your people don't fall through the cracks. So let's see how these small updates can help you make a big impact. And hopefully we won’t ruin your Thanksgiving dinner with all these tacos. Don’t lose
Jeff Berg
4 min read
Email Lists of People within Planning Center
Email has a reputation for being nothing more than a way for companies to send us their annoying marketing jargon, but we all know its more than that. Email can also be a launching pad for meaningful communication. Even messages sent in mass can be a way to refresh people with a word of encouragement, create opportunities for connection, or provide important information. You've always been able to send emails to large groups within your congregation from lists by connecting your Planning Cente
Daniel Murphy
·Product Manager
2 min read
Share Lists and Collaborate
Reports—everyone wants them, which is why anyone can make a custom list in People. Making a list is a lot like putting together your own personal puzzle— piecing together just the right conditions to find exactly what you’re looking for! If you think puzzles are fun, and you have permissions across your church’s Planning Center accounts, there is a high chance you are the designated list-making expert at your church. And you might be happy to oblige, until you start getting follow-up requests..
Daniel Murphy
·Product Manager
2 min read
Email Templates in Lists
Email is probably one of the most used methods you have of communicating with your church. It’s the quick and easy way to share about service opportunities, church events and activities, and other announcements. The problem is email writing can become tedious, especially if a lot of the content is similar to other emails you’ve previously written, in which case you are trying to remember, or find, what you wrote in the past to replicate it. We want to help decrease the overall time you spe
Jeff Berg
2 min read
Organize Lists by Campus and Category
Having to scroll through and scan all of the Lists in your People account is not the end of the world, but it is also not the most efficient way to find the list you want. The time you spend scrolling and scanning is also time, however short, you could be spending on the people in the list you are trying to find. Small amounts of time add up to big chunks, and we want to give you as much time as we can, so similar to what we did with Workflows, Lists can now be organized by Campus and Cate
Daniel Murphy
·Product Manager
3 min read
Two Handy Updates to Lists
Sometimes the small changes can make a big impact, and the new updates we made to Lists will save you a lot of time! Duplicating a List, Rule, or Condition If you find yourself tediously creating similar lists with just small differences between them, you’ll love this! From the list of Lists, click a list’s new new duplicate icon to create a brand new list with all the rules of the original. You can also duplicate the list from a link in the list’s Actions dropdown. While you’re in
Daniel Murphy
·Product Manager
1 min read
Filter in Groups for People Lists
Today we've added bunch of powerful new Groups filters to Planning Center People lists. Create new lists based on group membership, attendance, join dates, and application dates. The resulting list of people can be attached to Workflows, Actions, and Automations. A new class of Groups functionality has just opened up. Create Your Groups Lists Let's touch briefly on each filter: * Member - This filter existed before, but you'll notice it has a bunch of new options for limiting o
Jeremy Ricketts
·Product Manager
4 min read
Smarter, Faster Lists
We've got a couple quick updates to lists to make your life easier! New: Nothing! One of the most common uses for lists is to find people who don't have any recent activity so that you can follow up with them or mark their profile as inactive. This update will make that a little bit easier! Here's how: Before, you'd create a list that looks something like this: Make sure your rule is set to find people who match all those conditions, not any of those conditions. But since all th
Daniel Murphy
·Product Manager
2 min read
Custom Views for Your Lists
Lists are our powerful tool for finding groups of people, using real-time data and activity across the entire suite of Planning Center applications. Today we're making it easier to not only get a list of people but to also get the information you need about those people all in one place. Let me show you how it works! The first thing you'll notice is that we've updated the design to include profile pictures right in the list. Next, we've changed the default columns that you first see. Wait, de
Daniel Murphy
·Product Manager
2 min read
Lists Updates—Search, Stars, and Relative Dates
In PCO People, Lists are the way-too-easy tool to find groups of people based on real-time data from all of our applications. Using Lists, you can find all the donors who checked in a kid last year, all the people who have volunteered to serve but haven't completed their training, or just about any other group you can imagine by combining data from Check-Ins, Giving, People, Registrations, Services, and soon, Groups. Now we've added a few new features to supercharge Lists even more. Relat
Daniel Murphy
·Product Manager
2 min read
List Automation
Over the last few weeks we’ve been burning the midnight oil to crank out a few important updates and features. We’ve had five major People features released and a couple more approaching on the horizon. But enough about the future, let’s take a look at what’s ready to go right now: Introducing auto-refreshing lists and automatic actions. Auto-refreshing lists We know you’ve been clicking that refresh button all the time, so you’ll feel refreshed with this fresh new update… Auto-refresh! I
Scott Myers
·Product Manager
2 min read