HOW TO GET TO PEOPLE

From the PastorsLine dashboard, click on People (person icon, gold box below).

LOOKING AT THE COLUMNS

Column 1 is basically the dashboard icons.

COLUMNS 2&3

Columns 2 & 3 show you more detail about the view you chose -- in this case, People.

In Column 2 are the categories available within the People view. As you can see, we selected All People (highlighted in Column 2 in image above) which is the main category, i.e., all the sub-categories put together. At the moment, there are 18,821 people (contacts) in this PastorsLine account.

Potentially, if we do not do anything else to the numbers like filter them, we would have 18,821 names to scroll through in Column 3.


USING COLUMN 2

THAT BLUE ARROW IN THE IMAGE ABOVE

Notice that the blue arrow in the image above is pointing to the Contact Status downward arrow. This means that there are more sub-categories within this sub-category. If we click on the downward arrow, we arrive at several sub-categories which can be opened further (see image below).

We can click on the Address downward arrow to open it further (see image below).

Since there are no more downward arrows, we see that we have reached the end of the sub-division.

LIST OF SUBCATEGORIES + DETAIL

Favorites: Most frequently contacted people

Contact Status: number of people with each type of information

Address

With Data

Empty

Birthday

With Data

Empty

Email

With Data

Empty

Name

With Data

Empty

Number

With Data

Empty

MultiApp Profiles: People who appear in more than on of your integrated ChMSs.

All

Breeze

CCB

Elvanto

Mailchimp

PCO

Phone Type: This is the type or status of the phone number. If it has been checked and is valid, it will appear in a category. If it has not been checked, it will appear in "Unchecked". If checked and a problem, it will appear in "Format Error".

Mobile

Landline

VoIP

Unchecked

Format Error

Integrations: People categorized by your PastorsLine integrations

None

People not associated with any ChMS or other integration.

Breeze

People integrated with the Breeze ChMS.

CCB

People integrated with the CCB ChMS.

Elvanto

People integrated with the Elvanto ChMS.

Mailchimp

People integrated with Mailchimp.

PCO

People integrated with the Planning Center ChMS.

Opt-In Status

Texts

Unsubscribed: Someone who was opted in to receive your email marketing campaigns but isn't currently. Either the person unsubscribed by replying "Unsubscribe" or your church unsubscribed them. You can re-subscribe them if needed.

Opted Out: The person replied "Stop" or another word which removes them at the carrier level. Only they can resume by replying "Start".

Opted Out Likely: The person sent something that shows they want to opt out (such as "Stop it" or "Please stop" but did not reply with the EXACT word needed. Since it is not the exact word, the system cannot take any action automatically. We flag it here for your review.

Voice

Do not call

Mailchimp

Subscribed: Someone who is opted in to receive your email marketing campaigns

Unsubscribed: Someone who was opted in to receive your email marketing campaigns but isn't currently. Either the person unsubscribed by replying "Unsubscribe" or your church unsubscribed them. You can re-subscribe them if needed.

Non-subscribed: Someone who has interacted with your church in some way but hasn't opted in to receive your email marketing campaigns.

Cleaned: A non-deliverable email address.

Blocked

-----------------------------------

Archived: People who you have archived sorted by app or integration. See more information about archive here.

All

PastorsLine

Breeze

CCB

Elvanto

Mailchimp

PCO

Unresolved Conflicts: People who appear as duplicates and are awaiting your review and action sorted by app or integration.

All

PastorsLine

Breeze

CCB

Elvanto

Mailchimp

PCO


USING COLUMN 3

THAT GOLD & BROWN ARROW IN THE IMAGE ABOVE

This points to the sort options for the details in this column. It's a little bit complex, so we've given this topic its own article. Read it here.

HOVERING OVER A PERSON SHOWS...

1 - The ChMS that is synced with this contact (if there is one)

2 - Their phone number (if there is one)

3 - The Archive icon

To see more detail, click on this line.

The Person Detail View will open to the right.

HOW TO WORK WITH THE DETAIL

This HelpDesk article is your next step.

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