You will receive notifications about workflows, forms, and notes when you are added to them. Choose a section to see how the notification works and where to make changes to it.
When a card has been assigned to you, you'll receive an email notification. To save your inbox from clutter, we bundle up all the new cards into a single email. This email will be sent after no new cards have been assigned to you for 10 minutes.
Check out this clip from Planning Center University.
The notification email has a link to take you directly to the workflow, and the step with the new cards is also listed in the email.
If you assign a card to yourself, you won't receive an email notification.
By default, workflow notifications are turned on for everyone.
If you want to turn off notifications for yourself, click Notification Preferences.
Uncheck the box to stop receiving notifications, and then click Save.
There are various reasons why an email might have not been delivered. You can see a list of all the emails a person has received through Planning Center from the Communication tab on their profile page. If an email is dropped, open the email and hover over the "Dropped" text to see the specific reason for the email being dropped.
To learn more about what specific error codes entail, check out Email Error Codes.
If someone mentions they didn't receive an email, or you see that an email failed to be delivered to them, try these things:
If neither of these help, contact support by clicking the ? in the top right corner of the app.
Allowlisting an email tells your email provider to place emails from certain senders into your inbox, rather than marking those emails as spam. Doing this will help you and your congregation avoid the need to go through your spam or junk folder in order to find emails from Planning Center.
Allowlisting may look a little different in each email provider, but the basic process involves adding these three domains to your address book:
Click on the link that correlates with your email provider to learn how to allowlist email addresses in your email account:
After allowlisting those email addresses, Planning Center emails will always show up in your inbox, and these important emails won't slip through the cracks!
If you're on the notification list, you will receive an email every time a form is submitted.
From form settings, you can add people to receive an email each time someone submits that form.
If you are on the notification list of a specific note category, you'll receive an email notification. To save your inbox from clutter, we bundle up all the new notes into a single email. This email is sent every day at 6am in the organization's time zone.
From the note category, you can add people to receive an email with all the notes added to the category.