HOW TO GET TO GROUPS

Step 1

Step 2

Click on GROUPS (blue box in image to the left).

By default, PastorsLine will open to the All Groups category, table view.

If you wish to change this default to your preference, click here.

Here is an example of the All Groups page, table view:

LOOKING AT THE COLUMNS

Column 1

Main Dashboard icons. We chose Groups.

Column 2

The filters available within the Groups view. We chose Integrations. This filter opened to reveal several sub-sections.

In every filter, the subsections you see will depend on your PastorsLine account.

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 Groups: all your PastorsLine groups

Favorites: your most frequently selected groups (you have marked them as favorites)

Type: all your named groups	Regular	PastorsLine CCB Elvanto Mailchimp Breeze PCO Rock RMS
	With Keywords	PastorsLine CCB Elvanto Mailchimp Breeze PCO Rock RMS

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

Integrations: Groups filtered by your PastorsLine integrations	None	Groups not associated with any ChMS or other integration.
	Breeze	Groups integrated with the Breeze ChMS: Events Tags Unsynced Never Synced
	CCB	Groups integrated with the Pushpay/CCB ChMS: Regular Groups Process Queues Saved Searches Unsynced Never Synced
	Elvanto	Groups integrated with the Elvanto ChMS: All Synced Unsynced Never Synced
	Mailchimp	Groups integrated with Mailchimp: All Synced Unsynced Never Synced
	PCO	Groups integrated with the Planning Center ChMS: Lists No List Unsynced Never Synced
	Rock	Groups integrated with the Rock RMS: All Synced Unsynced

Broadcast groups: If you choose to message more than one person, group, or tag, a new 'Broadcast Group' will be created to represent that specific combination of recipients. We used to call them 'Adhoc groups'. Broadcast groups have a limited number of functionalities. To return a broadcast group to full functionality, you need to rename it.

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

All

PastorsLine

Breeze

CCB

Elvanto

Mailchimp

PCO

Rock RMS

HOVERING...

Hovering over a group highlights that group and shows more information about it.

	Example 1: A general hover shows that there is one member in this group.
	Example 2: A general hover of an integration groups shows the integration name and important phone number info.

1-way INTEGRATION

Some groups will have an additional label. This label tells you that the sync is 1-way:

1-way-in (turquoise box in image below) - note that the arrow points inward from right to left
1-way-out (gold box in image below) - note that the arrow points outward from left to right

Here's how it works.

FROM AN EXTERNAL GROUP TO PASTORSLINE = 1-way-in

If I add a new member to my external group, does it get added to PL? Yes

If I add a new member to PL, does it get added to my external group? NO

FROM PASTORSLINE TO AN EXTERNAL GROUP = 1-way-out

If I add a new member to PL, does it get added to my external group? Yes.

If I add a new member to my external group, does it get added to PL? Not if it is one way PL to external only

TO SEE MORE DETAIL ABOUT A GROUP

Click on the group name. The Group Detail View will open to the right.

ICONS AT THE TOP OF THE COLUMNS

1: Groups Settings

(gear icon, turquoise #1)

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

2: Minimize

(lines + arrow icon, turquoise #2)

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)

Is now:

Was:

Check out this helpdesk article: http://help.pastorsline.com/en/articles/6196669-v3-icon-add-import-a-new-person-or-people-a-new-group-or-groups

4: Sort

(decreasing lines icon, turquoise #4)

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

5: Search

(magnifying glass icon, turquoise #5)

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).

Update 2023.02.09: When you search for a group, the results will now include all the keywords associated with that group (gold box in image below).

See more icons + explanations here: Icon List

HOW TO WORK WITH THE DETAIL

This HelpDesk article is your next step.

V3: Making selected PCO people lists into PastorsLine groups

V3: Why did all of my contacts sync over?

V3: People View -- an Overview

V3: Settings -- Admin settings -- Integrations

V3 Icon - - Add / Import a New Person or People / A New Group or Groups