We used to direct you via one of the icons on the left.
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While you can still do this, we have made it LOTS easier. See below.

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.

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).

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.
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​Jump to below in this article for next steps.

If you choose Import (Upload)

You will see 3 options. The default is Integration but you can also choose Internal or Import (Upload).

For more information about the Breeze process, click here.

For more information about the CCB process, click here.

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For more information about the Elvanto process, click here.

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For more information about the Mailchimp (MC) process, click here.

For more information about the Planning Center (PCO) process, click here.

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.

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.

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.

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.

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.
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​NOTE: If you choose an unlinked list, that becomes your group name and you cannot edit it. If you want to create a specific name for your group, you will need to choose the 'No List' option.

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.