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Planning Center Online Migration Guide
Tasks
PCO People Migration
Resources
In Development
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Resources
App Use Overview
App Use Overview
Mindshifts
Information is firewalled and siloed → Information is flexible and evolving
Control is centralized → Control is multi-tiered
Database is not ancillary → Database is central
Database itself changes slowly → PCO Evolves
Changes require major considerations → Experimentations are okay
Fundamentals
Every person will have a profile
People profiles are connected in households
We can build lists of people based on data we have in the system
We can put an individual in workflow, in which we manually track their movement along a series of repeatable steps
Logging In
Head over to
https://accounts.planningcenteronline.com/
Bookmark this page
Anatomy of PCO
Top Centric Menus Design
Switching between Apps
App-centric menus
Search Bar
Your Profile
Help Button
Blue Buttons with Chevrons: ACTION Buttons
Gear Icons: Settings
Pencil Icon = edits
People
Lists
Search based on activity in apps, custom fields, pre-built fields
Option to refresh daily
Share list
List includes
exact matches
all household members
household children of matches
household adults of matches
primary contact of matches
Inactive profiles
Email (plus templates)
Automations (see bulk actions)
Mailchimp synch
Bulk Actions:
People
Change fields
Add to workflow
send email
set background check
order background check
Group
Add to group
Remove from group
Registration
Register for Event
Services
Add to team
add/remove tag
send email
Check-In
Check-in to event
Export CSV
Export Report
https://pcochef.com/
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