An important fact about Pushpay/CCB Saved Searches
We know you are familiar with Pushpay/CCB saved searches (since you are creating them). Yet, we wanted to point out one important feature.
A Pushpay/CCB saved search is built on filters (gold box and arrow in image above). In other words, you are setting search criteria. You want to look through your people and add all the ones who match the search criteria to your list.
The Pushpay/CCB and PastorsLine platforms are not set up in the same way -- do not use the same search criteria system and wording. As a result, PastorsLine is not able to add anyone to your Pushpay/CCB saved search. We can only work with the people already on the list.
That is why we call your Pushpay/CCB saved search a "1 way in" search: The list comes in, and we can work with it. However, we cannot add people to the list.
(A two-way search would be when we can also add people from the PastorsLine side.)
To read more from Pushpay/CCB about creating and managing saved searches, click here.
PLEASE REMEMBER WHEN CREATING A NEW SEARCH IN PUSHPAY/CCB
Pushpay/CCB is sunsetting the classic saved search. They may have already eliminated it totally.
They have replaced it with the advanced saved search. This is the search you should be using.
If you have any classic searches, please replace them with advanced searches ASAP. How do you know? We have labeled them for you. Check out the orange 'CLASSIC' in the image below.
Working with your Saved Searches
Just before we begin...
Are you looking to sync so you can send a message?
We recommend our Browser Extension - designed to allow you to send group texts from within Pushpay/CCB. You create the message -- We do all the necessary syncing in the background.
REMINDER: The saved search sync is a 1-way in sync. The list comes in, and we can work with it. However, we cannot add people to the list.
SET UP A NEW GROUP BASED ON A PUSHPAY/CCB SAVED SEARCH: Unsynced Groups in external apps
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: Sync new or existing via the Integrations page
SYNC AN ALREADY CREATED SAVED SEARCH: Pushpay/CCB Syncing - How does it work?
SET UP A NEW GROUP BASED ON A PUSHPAY/CCB SAVED SEARCH: 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.
DETAILS ABOUT COMPLETING THE POP UP FORM
 | The Add New Group pop-up will appear.
Click on Integration (blue #1 in image to the left).
Make sure you are in the Pushpay/CCB Integration (blue #2 in image to the left).
Click on Select CCB Sync Category and choose Saved Searches (blue #3 in image to the left). |
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: Sync new or existing via the Integrations page
STEP 1
Log in to 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 Pushpay/CCB syncing, it will be in the active section.
On your Integrations page...
| Click on Select Saved Search(es) to Sync. |
| Choose your saved search(es).
Click on the Sync Saved Search(es) button to confirm your action. |