HOW TO GET TO GROUPS

From the PastorsLine dashboard, click on Groups (group of people 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, Groups.

In Column 2 are the categories available within the Groups view. As you can see, we selected All Groups (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 14 groups in this PastorsLine account.


USING COLUMN 2

THAT BLUE ARROW IN THE IMAGE ABOVE

Notice that the blue arrow is pointing to the Integrations 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. Two of them (CCB & PCO) can be opened further. Mailchimp cannot.

If we click on CCB, for example, we see that we have reached the end of the sub-division.

LIST OF SUBCATEGORIES + DETAIL

All Groups: all your PastorsLine groups

All

Named

Unnamed

Favorites: your most frequently selected groups

Type: all your named groups

Regular

PastorsLine

CCB

Elvanto

Mailchimp

Breeze

PCO

With Keywords

PastorsLine

CCB

Elvanto

Mailchimp

Breeze

PCO

Import History: a record of the imports you made (importing contacts) such as from a .csv file.

Integrations: Groups categorized by your PastorsLine integrations

None

Groups not associated with any ChMS or other integration.

Breeze

Groups integrated with the Breeze ChMS.

CCB

Groups integrated with the CCB ChMS:

Regular Groups

Process Queues

Saved Searches

Elvanto

Groups integrated with the Elvanto ChMS.

Mailchimp

Groups integrated with Mailchimp.

PCO

Groups integrated with the Planning Center ChMS:

Workflows

Lists

Archived: Groups you have archived. See more information about archive here.

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...

Hovering over a group highlights that group and begins to show more information about it.

Hovering closer... (1)

If we hover nearer to the group name, we get an explanation for that number (in this case zero) after the name. We see that it is the number of members in the group. This group has 0 members.

Hovering closer... (2)

If we hover nearer to the symbol after the group, we get two explanations. One is what that the symbol stands for. In this case, it is Church Community Builder (CCB). So, this is a CCB-integrated group. Another explanation is that there is no phone number associated with this group.

To see more detail, click on this line.

The Group Detail View will open to the right.


ICONS AT THE TOP OF THE COLUMNS

Icon 1

Icon 2

Icon 3

Icon 4

Icon 5

1: Groups Settings

(gear icon, turquoise #1 in image above)

Click on this icon to go to the Groups Settings page.

2: Minimize

(lines + arrow icon, turquoise #2 in main image above)

Click on this icon to hide the second black column.

This gives more space in the third column (currently the white space as we have not chosen a group to work with).

3: New Group

(people+ icon, turquoise #3 in main image above)

Click on this icon to add a new group.

4: Sort

(decreasing lines icon, turquoise #4 in main image above).

Click on this icon to sort your groups list in the second black column.

5: Search

(magnifying glass icon, turquoise #5 in main image above).

Click on this icon to search for a group. You can use the group name, part of the group name, a keyword, or part of a keyword.

We added the keyword "banana" to our Web Widget group. We searched for "ban". The Search function found it. Note that the group keywords appear under the group name (turquoise box + arrow in image above).

See more icons + explanations here: Icon List


HOW TO WORK WITH THE DETAIL

This HelpDesk article is your next step.

Did this answer your question?