This page gives information about a group.
HOW TO FIND THIS PAGE
Log in to PastorsLine and go to your Dashboard.
Click on GROUP (group of people icon, gold box below).
Click on the category/sub-category you wish to look at. In our case, we clicked on Regular (turquoise box and line above). From the sub-menu which opened, we clicked on PCO (cream box and line above).
Click on the name of the group for whom you wish to see their details. In this case, there is only one choice.
The details will open to the right.
HOW TO WORK WITH THIS PAGE
This page has many layers because it has 5 tabs (turquoise box below). 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.
Here is a closeup of the tabs:
Note: 2022.01.28 - The name "Details Log" was changed to "Change Logs".
Look at the turquoise box in the image below. At the moment, the PEOPLE tab is highlighted. Thus, we see information about the people in this group.
Gives more information about the group itself.
In addition to details about the integration history, you can edit some sync options.
In addition to details about the campaigns associated with this group, you can edit some campaign settings.
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.