At the start of V3...
  | We used to direct you via one of the icons on the left. |
Currently...
| After you log in to PastorsLine...
Step 1 Click on Create New (top item in left-hand most column). The Create New box will open.
Step 2 By default, you will be in the All tab. |
 OR
 | Step 3: Click on the People or Groups tab. This will narrow down your options for easier selection.
Step 4: Click on the option of your choice. |
Notice: Only the first choice is different in the two tabs above. The other two choices are the same.
WALKTHROUGH
If you click on Add a person...
You will see two options: Create Person or Import (Upload).
ADD A NEW PERSON | IMPORT (UPLOAD) |
 Complete the info required and click Save.
|  Click Next. |
The page will refresh to show your new user.
 | You will be redirected to the Import Contacts page. There is a Tutorial at the top of the page if needed (gold arrow in image below).
 |
If you click on Create a Group
You will see the following box. By default, the choice will be Internal. However, you can also choose Integration or Import (Upload).
 | Give your group a name and click Save. You will be directed to the Groups page for your new group. |
 | Click on the icon of your integration. If you are using more than one integration, choose the integration you wish to work with. The box will refresh. |
 |
If you click on Import (Upload) Contacts
You will be redirected to the Import Contacts page. There is a Tutorial at the top of the page if needed (gold arrow in image below).
If you click on Import (Sync) Group
| You will see 3 options. The default is Integration but you can also choose Internal or Import (Upload). |
--------------------
INTERNAL GROUP
Internal Groups are created in PastorsLine. Type in the Group Name. Click Save to complete your action.
INTEGRATION (SYNCED) GROUP
These groups are synced to one of the PastorsLine integrations. The overall process is the same, with small differences based on your integration(s).
For more information about the Breeze process, click here.
 | For more information about the CCB process, click here.
 |
For more information about the Elvanto process, click here.
 | For more information about the Mailchimp (MC) process, click here.
 |
For more information about the Planning Center (PCO) process, click here.
 |
|
BREEZE
| Click on Integration.
Click on the Breeze icon.
Click on the downward arrow to select your Breeze Tag or Event.
 NOTE: You can only select unlinked tags and events.
Click Save to complete your action. |
CCB
| Click on Integration.
Click on the CCB icon.
Click on the downward arrow to select your CCB Sync Category.
Depending on your selection, new fields will appear.
Let's look at each option: groups, saved searches, and process queues. |
| CCB Sync Category = Groups
Click on the downward arrow to select your CCB Campus from the dropdown menu.
Then click on the downward arrow to select your CCB Group from the dropdown menu.
NOTE: Your choice becomes your group name and you cannot edit it.
If you wish to add only new people to your process queue, toggle this button on. It will turn purple. Also, new items will appear.
 Click on the downward arrow to select your Process Queue.
If you want to skip people who are already in this workflow (in other words, not have them go through the process again), toggle on the relevant button. It will turn purple.
 Click on Save to complete your action. |
 | CCB Sync Category = Saved Searches
Click on the downward arrow to select your CCB Saved Search from the dropdown menu.
NOTE: Your choice becomes your group name and you cannot edit it.
Click on Save to complete your action. |
| CCB Sync Category = Process Queue
Click on the downward arrow to select your CCB Process Queue from the dropdown menu.
NOTE: Your choice becomes your group name and you cannot edit it.
Usually, the CCB-PL sync is 2-way. If you want only 1-way syncing (PastorsLine to CCB only), toggle this button on. It will turn purple.
 Look at the If Recipient Has Already Entered This Queue Then Skip toggle button. If it is toggled on (purple), duplicate recipients will be skipped. Is this what you want? If not, toggle it off. It will become greyed out.
Click on Save to complete your action. |
ELVANTO
| Click on Integration.
Click on the Elvanto icon.
Click on the downward arrow to select your Elvanto Group from the dropdown menu.
Notice that now a new field is displayed. Click on the downward arrow to select your Mailchimp Group from the dropdown menu.
 Click on Save to complete your action.
|
MAILCHIMP
| Click on Integration.
Click on the Elvanto icon.
Click on the downward arrow to select your Mailchimp List from the dropdown menu.
Click on Save to complete your action.
|
PCO
 | Click on Integration.
Click on the PCO icon.
|
 
| Step 1: Click on the downward arrow to open your list menu (turquoise box in image to the left).
Linked lists (chain link icon, gold box in image to the right) have already been used.
Either choose 'No List' or scroll down to your unlinked lists and choose one of those. |
| Step 2: If you wish to add this group to a workflow, toggle on the Add To Workflow button. It will turn purple.
Click on the downward arrow to select the workflow you wish. |
| Step 3: If you want to skip people who are already in this workflow (in other words, not have them go through the process again), toggle on the relevant button. It will turn purple. |
Click Save at the bottom to confirm your changes.
HERE IS AN EXAMPLE
We created a group with these details.
Let's see if it worked:
1 - Go to Groups (people icon, gold circle in image below)
2 - Click on PCO (gold box in image below)
3 - Go to No List (brown arrow in image below)
4 - Our new group (New Group 2022) is there.
If you select the group and check the Integrations tab (gold circle in image below), you will see that the options earlier selected (brown and gold arrows) are also there.
Watch a video
The video below shows another way to get to a new add a person page. However, once you are there, the create process is the same.