Option 1: Via More Menus (3 dot icon in left-most column) or your Thumbnail
Option 2: Via Groups
Option 3: Create New Group with Integration
Option 1: Via More Menus (3 dot icon in left-most column) or Thumbnail
Once you are logged in...
Click on More Menus (three-dot icon, gold circle in image below). Then select Settings (brown box in image below).
 Click on Admin Settings (brown box in image below) and then select Integrations (gold oval in image below).
 | Click on your Thumbnail (gold #2 in image below). Then select Integrations (turquoise box and #3 in image below).
 |
NOTE:
Premium is selected by default (gold arrow in image below). CHURCH COMMUNITY BUILDER (CCB) is located in this section.
NOW...
You should see CHURCH COMMUNITY BUILDER toggled on by default (gold box in image below). Any data from PastorsLine is automatically pushed into your CCB app. However, we only sync new data from CCB when you tell us to.
Our recommendation is RESYNC RECENT CHANGES (brown circle in image below),
However, you have lots of options. You can
Select Group(s) to Sync (gold arrow in image below)
Select Saved Search(es) to Sync (pink arrow in image below)
Select Process Queue(s) to Sync (grey arrow in image below)
You can also resync things separately:
Resync Queues (light blue circle in image above)
Resync Groups (gold circle in image above)
Resync Contacts (purple circle in image above)
If you want PastorsLine to automatically sync overnight, toggle on Overnight Syncing (gold circle in image below). The button will turn purple. This will automatically resync your account overnight. (This option is not available for all plans. You can check if it is available for you in your integrations page). If using overnight syncing, be aware of any campaigns you may be using with "send immediately" messages - you wouldn't want messages going out in the middle of the night to your contacts.
OPTION 2: Via Groups
You also have an option to manually update a specific group you are working with. To do this in V3, follow the steps below:
Step 1 - Select Groups (people icon, gold circle in image below)
Step 2 - Select Integrations (brown box in image below)
Step 3 - Select CCB (pink box in image below)
Step 4 - Select the section your group belongs to. We chose Regular Groups.
Step 5 - Select the name of the group. We chose New CCB1 (light blue box in image below).
Step 6 - Select the Action Menu (three-dot icon, gold circle in image below).
Step 7 - Select Sync Now (brown arrow in image below).
Step 8 - Select Yes, Sync (brown arrow in image below).
OPTION 3: CREATE NEW GROUP WITH INTEGRATION
You also have a choice to create a group that is integrated with CCB right from the start. To do this:
STEP 1
While logged into V3, choose Groups (people icon, gold circle in image below).
STEP 2
Then select New Group (brown circle in image below)
STEP 3
Select Integration (gold circle in image below).
STEP 4
Select CCB (brown arrow in image below).
