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V3: Groups -- Group Details
V3: Groups -- Group Details

Further details of your groups and how to edit them.

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

This page gives information about a group.

HOW TO FIND THIS PAGE

Step 1

Log in to PastorsLine and go to your Dashboard.

Step 2

Click on GROUPS (group of people icon, Turquoise #1 below).

Step 3

Click on the category/sub-category you wish to look at. In our case, we clicked on Regular (turquoise #2 in image above). From the sub-menu which opened, we clicked on PastorsLine (turquoise #3 in image above).

Step 4

Now you have two options.
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4a. Click on the name of the group for whom you wish to see their details (turquoise #5 in image above).

4b. NEW --- Click on View All (turquoise #4 in image above). This will open all of the relevant groups in table view (see image below).

Step 5

The details will open to the right.


HOW TO WORK WITH THIS PAGE

This page has many layers because it can have up to 6 tabs.

Each layer has lots of information and editing options. The best way to learn about this page is to look at the explanations below. Then, if you still need more help, go to our Help Desk and ask a question. We will try our best to give you the article you need to get your specific action done.

Note: 2022.01.28 - The name "Details Log" was changed to "Change Logs".


PEOPLE TAB

Look at the gold box in the left-hand image below. At the moment, the PEOPLE tab is highlighted. Thus, we see information about the people in this group.

The above images are the two halves of the People tab. Let's look at them in more detail.


ABOUT TAB

Gives more information about the group itself.


INTEGRATIONS TAB

In addition to details about the integration history, you can edit some sync options.


CAMPAIGNS TAB

In addition to details about the campaigns associated with this group, you can edit some campaign settings.


MESSAGES tab

In addition to your messages history with this group, you can send them a new message.


CHANGE LOGS tab

See a log (list) of the actions done regarding this group.



ICONS [Brown box + Gold arrow and lines below]

As you can see, this page has many icons.

Notice that there is a "show more" to the right of the last icon in the brown box above. Here is the expanded view:

Many of these icons repeat throughout our PastorsLine app. To reduce your scrolling (and our writing), we decided to create an Icons List with helpful information about each one.

JUST TWO MORE ICONS

There are two icons in the turquoise box in the image above. The first one is Filters (icon with the 3 horizontal lines): see more info here. The second one is Column Selection (box icon with the 4 vertical lines): see more info here.

Whew! Did we cover what you needed?

If so, great. We're done.

If not, apologies. Please go to our Help Desk and ask a question. We will try our best to give you the article you need to get your specific action done.

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