VIDEO


HOW TO GET TO THE PEOPLE VIEW

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.

MORE ABOUT THE CATEGORY NUMBERS

Sometimes the numbers clearly add up. For example: Opt-In Status (see image below).

There are 610 opt-ins which can be explained by 608 via Mailchimp, 1 via Voice, and another via Text. In this case, the main category is the total of the sub-categories.

However, what about Multi-App Profiles (see image below)?

The MultiApp Profiles total is 3K+. Yet, summing the individual sub-categories comes to 8K+ (3K+ + 2K+ + 2 + 2K+). Also, summing up the CCB, Mailchimp, and PCO totals does not come to the 3K+ total of the All category. So, what's happening?

Let's look at the example in the image below:

There are 3 phone numbers:

(567-111) is connected to PastorsLine, CCB, and PCO. So, it is a multi-profile account.

(567-222) is only connected to PastorsLine. So, it is NOT a multi-profile account.

(567-333) is connected to both PastorsLine and CCB. So, it is a multi-profile account.

Thus, there are two (2) phone numbers which suit the All category, two (2) which suit the CCB category, and only 1 which suits the PCO category.

In this case, the numbers don't "add up" because the All is not the sum of the sub-categories. Rather, it is a category unto itself.

See a number. Not sure how it is calculated and want to know?
We are here to help. Best option is the chat bot on our website. (Monitored by real people!)


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

Who you have blocked.

Archived: People who have been archived. There are two ways a person can be archived:

(1) You or your staff manually archive them via PastorsLine. For more general info on archive, click here. This is available for all integrations.

(2) You archive them in your integration app. When PastorsLine does not get a match, we archive (soft delete) them. If you unarchive them in your integration app, we will too. See table below for current availability.

INTEGRATION

MANUAL ARCHIVE VIA PASTORSLINE

AUTO ARCHIVE VIA INTEGRATION

All

Yes

No

PastorsLine

Yes

No

Breeze

Yes

Yes

CCB

Yes

No

Elvanto

Yes

No

Mailchimp

Yes

No

PCO

Yes

No

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.

THAT ORANGE OVAL IN THE IMAGE ABOVE

This indicates more actions. Like the item above, this one is also 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

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.

Did this answer your question?