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All CollectionsPEOPLE (formerly CONTACTS)
V3: People View -- an Overview
V3: People View -- an Overview

General background on the PastorsLine PEOPLE view (formerly Contacts).

Anne Heath avatar
Written by Anne Heath
Updated over 9 months ago

VIDEO


HOW TO GET TO THE PEOPLE VIEW

From the PastorsLine dashboard, click on People (person icon, pink box in image below).


LOOKING AT THE COLUMNS

Column 1 is basically the dashboard icons.

COLUMNS 2&3

In Column 2 are the filters available within the Groups view. As you can see, we have opened the Integrations filter to reveal several sub-sections. The sub-sections you see will depend on the integration(s) you have set up with PastorsLine.

In Column 3 you will find the groups within the filter(s) you chose.


USING COLUMN 2

Notice the blue arrow in the image below. The arrow is pointing to the Integrations downward arrow. When this filter was closed, the arrow pointed to the right. An arrow pointing to the right means that there are more sub-filters within this filter.

So, since each of the integrations has an arrow pointing to the right, we know that if we click on one of the integrations, we will find further sub-filters.

LIST OF FILTERS+ DETAIL

All People: all your PastorsLine people

Favorites: your 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/RMSs.

All

Breeze

CCB

Elvanto

Mailchimp

PCO

Rock RMS

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.

Rock

People integrated with the Rock RMS.

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

Who you have blocked.

Archived: People who have been archived. Archived is a soft delete on the PastorsLine side only. It can be undone at anytime.

You or your staff can manually archive someone via PastorsLine. For more general info on archive, click here. This is available for all integrations.

NOTE: If you can make someone inactive / deleted / archived in your integration app (term will differ depending on your integration app), they will disappear from PastorsLine completely. In other words, they will be deleted in PastorsLine.

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

Rock


USING COLUMN 3

Below is a closeup of some of the header information in Column 3:

We have clicked on Sort (3-line icon). Now we see 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 person (if there is one)

2 - Their phone number (if there is one)

3 - The Archive icon (box with downward arrow)

To see more detail, click on this line.

The Person Detail View will open to the right.

HOW TO WORK WITH THE DETAIL

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