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Apr 14, 2016

Workflows Now on Mobile!

Workflows has revolutionized the way thousands of churches are staying connected with their members. After months of work, we're excited to announce that it’s made it to our free mobile app for both iOS and Android. With the mobile app, you can do anything in a workflow that you can do from the website. You can complete steps, leave notes, send emails, or snooze a card to come back to it later! Now you can stay on top of your cards anywhere you are. We're not done with the mobile app eithe

Daniel Murphy

Product Manager

1 min read

Mar 02, 2016

Skipping Steps and Going Backwards

Today we've got a couple more quick updates for Workflows to make them even more flexible and to help keep card history more accurate by allowing you to skip steps or send cards back to a previous step. There are lots of reasons you might want to skip a step in a workflow. You don't want to invite people to check out your children's ministries if they don't have any children, and you shouldn't send your welcome basket full of homemade cookies to a gluten-sensitive guest (send them this way in

Daniel Murphy

Product Manager

2 min read

Feb 08, 2016

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

Jan 29, 2016

Bulk Updates and Custom Membership Types

Workflows aren't the only thing we've been working on lately! We've got two more helpful features to show off today. Bulk Update Anybody Last September we made it really easy to update all the members of a list at one time. Now you can harness that same power to quickly update anybody, whether or not they are on a list. Just open up the Bulk Action tool from the People tab, select people by searching for them by name, then choose an action. You can use actions to set membership typ

Daniel Murphy

Product Manager

2 min read

Jan 27, 2016

Workflows Bonanza!

Workflows have been one of the most popular features we've ever launched, and now they’re even better! This week we've added three huge updates to make workflows more powerful. Save Your Cards for Later A common pattern in workflows is to wait a certain amount of time before performing the next action on a card. For example, you might want to call a first time visitor the day after they come to church, then send them an email a week later. With snoozing you can tell that card to hide itse

Daniel Murphy

Product Manager

3 min read

Jan 21, 2016

It's here! PCO People for Android!

The wait is over! And it was even shorter than I expected it to be! PCO People for Android is now available for free in the Google Play Store, with the exact same feature set as our recently announced iOS app. With PCO People for Android you'll be able to look up any information about the people in your church and give them a call or send them an email, right from your device. All the data stored in custom fields and lists is available, and there's even some nice looking graphs to get you more

Daniel Murphy

Product Manager

3 min read

Nov 30, 2015

Announcing People for iOS

Hey, you know what would be great? If PCO People had an iOS app! Then you'd be able to look up information about all the people in your church from the same device you're going to use to contact them. I think that's a great idea too! How much do you think that’s worth? I heard the guy who made Flappy Bird is a super rich now! Well, on second thought, I think we should just give it away for free. (Our sales department would be horrified if we had one.) I’m extremely happy to announce that P

Daniel Murphy

Product Manager

2 min read

Oct 22, 2015

Introducing Workflows

When a new person, let’s call him Dave, visits your church, how do you follow up with him? Maybe you give him a call, mail him a welcome packet, and then invite him to your open house. But how do you remember to follow up with Dave? Keeping track of all that can be a nightmare! Especially when you try to delegate those tasks out to your teams. Today we’re launching our solution for you. Workflows is the newest feature in our free app for managing your church, Planning Center People. We th

Daniel Murphy

Product Manager

3 min read

Sep 28, 2015

Private Tabs, Email a List, and New Avatars

We've got a big update for PCO People today. Let's get right to it! Private Tabs Custom tabs and fields let you attach personalized data to the people in your church. Until now these fields have been visible to all the admins in your PCO People account. Today we're making these tabs even more useful by allowing you to limit access to that data. Now when you are editing a tab, you can choose who to share it with. You can share the information on that tab with everyone who has a specifi

Daniel Murphy

Product Manager

3 min read

Sep 02, 2015

Perform Actions on an Entire List

Lists are our unparalleled tool for finding specific groups of people in your church based on their activity across all of our apps. Recently we added the ability to send an email to everyone on a list, and today we're launching new functionality across our apps that will make lists even better by allowing you to perform all kinds of actions on the members of that list! There are several actions that are live today: * Set membership type and status * Update custom fields * Add and remov

Daniel Murphy

Product Manager

1 min read

Jul 21, 2015

Use Mailchimp to Send Emails to Lists

The feedback from our users about the Lists feature in PCO People has been overwhelmingly positive. We love seeing how Lists are already being used, but we're not even close to done. We've got tons of ideas being worked on right now which you’ll see in coming weeks and months. One feature in particular is something that we’ve always known would be great, and our churches have confirmed that by asking for it again and again. It took some time to get it just right, and now we're ready to get the f

Daniel Murphy

Product Manager

3 min read

Jul 08, 2015

Better Sharing and Filtering in Lists

We’ve added some great new features to how you create and share your lists! Excluded Conditions First, we’ve added a way to exclude people who match certain criteria from your lists. Now each condition has a badge that indicates if the people matching that condition will be included or excluded in the rule’s results. Clicking on the badge will toggle between include and exclude. You can use this feature to find everyone who has a certain team assignment in Services but didn’t attend the t

Daniel Murphy

Product Manager

1 min read

Jun 08, 2015

A New API and Better CSV Imports

As churches are using PCO People to store more and more important information about the their congregations, we want to make it even easier to get that data in and out. We’ve released two new ways for you to do this by improving our CSV imports and creating an all-new API for developers. Improved CSV Imports CSV is a standard file type that is used for importing and exporting data from different applications. CSV files are ubiquitous and supported by most database systems out there. PCO P

Daniel Murphy

Product Manager

2 min read

May 07, 2015

Communication History, File Uploads and Profile Merging in PCO People

PCO People has some great new features to improve the way you store important information about the people in your congregation and to keep your data nice and tidy. Communication History On every person’s profile you can navigate to the new “Communications” tab to see the last three months worth of emails and text messages that have been sent through any Planning Center app to that person. As an added bonus, any bounced messages will be displayed in red so that you’ll know the person didn

Daniel Murphy

Product Manager

2 min read

Apr 06, 2015

Custom Fields in Reports & Last Name Sort

We've got more great updates for your new favorite people management app! If you're interested in hearing about each of these features as they are released, follow PCOPeople on Twitter or Facebook. Otherwise, here's what's new: Custom Fields in Reports After you've created a List, you can print a report from that List. Until now, these reports could contain any of the data from our built-in fields, but it couldn't include any of your Custom Fields. We've updated our Reporting functionali

Aaron Stewart

Co-Founder / Product Manager

6 min read

Mar 02, 2015

New List Conditions & Household Updates

Since its release 2 weeks ago, we've added quite a few great new features to PCO People. If you're interested in hearing about each of these features as they are released, follow PCOPeople on Twitter or Facebook. Otherwise, we'll wait until we have a couple things ready and detail them here in our blog. Here's what's new: New List Conditions When creating Lists based on data in your account, you add conditions to filter your results. We've added new filtering options to those conditions.

Aaron Stewart

Co-Founder / Product Manager

3 min read

Feb 10, 2015

Introducing PCO People

2015 is going to be a great year. We've already released a huge new version of Projector, our portable presentation app, and PCO Registrations, our app we announced last December for signing people up for events and taking payments, is being released on Feb 16. If that weren't enough, we've got another huge announcement. PCO People All the people you've ever added to any Planning Center app are already in your PCO People account. Plus, you can add as many other people as you want,

Aaron Stewart

Co-Founder / Product Manager

9 min read