SYNC A NEW GROUP: Unsynced Groups in external apps
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: Sync new or existing via the Integrations page
SYNC A NEW GROUP: Unsynced groups in external apps
You may have some groups that are in the external app(s) that you have integrated but have not yet been synced to PastorsLine. To sync them:
1. Click on Groups
2. Click on All Groups
The All Groups page will open.
3. Click on the Groups in External Apps tab (blue box in image above).
4. Click on Sync Now to sync your external groups (yellow arrow in image above).
5. The following form will pop up. Complete it and click SAVE to confirm your action.
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: Sync new or existing via the Integrations page
This is the best way to sync multiple groups at a time.
GET TO YOUR INTEGRATIONS PAGE
Step 1: Log into PastorsLine.
Step 2: Get to your Integrations page.
| Hover over Integrations (left-hand most column).
Click on Manage My Integrations. |
Step 3: The Integrations page will open up, showing all your current integrations.
Integrations are now separated into Active and Inactive. See blue boxes & arrows in the image below.
Since you have already set up the Mailchimp integration, it will be in the active section.
Step 4: Under the Mailchimp Integration section, click either Select List(s) to Sync or Select Group(s) to Sync.
Step 5: Toggle on the List(s) you want to be brought over as a group into PastorsLine, and click Sync List(s).
Step 6: Do the same for Groups that you want brought over to PastorsLine as groups, and click Sync List Group(s).
All of your contacts do come over into PastorsLine when you turn on the integration with Mailchimp. What we do during your initial sync is we get ALL the audiences AND we get ALL the contacts in each audiences and treat them separate and bring those over into your PastorsLine account.
That means if you have a contact with email address [email protected] in both Audience 1 and Audience 2 in your Mailchimp account, you would see 2 records of [email protected] get imported into PastorsLine. the reason for this one is in MC, if you delete [email protected] from Audience 1, the other email is still going to stay in Audience 2. Each contact in specific audiences are treated differently in Mailchimp, so they are treated differently in PastorsLine.
*** DON'T SEE THE LISTS OR GROUPS YOU NEED? ***
Search for them (turquoise box in image below).
Also try refreshing the pop-up box (gold arrow in image below).
