Lists Overview

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Lists allow you to filter your people based on their information and activity across all Planning Center applications. You can share lists with others or print them using reports.

Important

If a list owner is the only person with access to certain lists and their permissions in People are removed or their profile is inactivated, those lists will remain in the account but no longer sync to Mailchimp.

To create a new list, click New List from the Lists page.

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This view shows the number of people in the list as well as the list name, the last time the list was refreshed, any automations, and the list's owner.

  1. Search by list name or filter the list by campus, categories, or Starred Lists.

  2. Choose a tab to see different groups of lists.

    • The My lists tab shows lists you created and lists you can manage.

    • The All lists tab shows all lists you created, can manage, and can view.

    • If you're an Organization Administrator, you'll see an Unassigned lists tab that will include all lists without an active manager.

  3. Star the list to access it more easily in Starred Lists.

  4. Duplicate the list or edit the rules for the list.

Create or Edit a List

When you select New List or the pencil on a list, you can name it from Edit at the top of the page and set the rules and conditions.

Tip

To create rules or conditions for other products, you will need permissions in those products.

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  1. If you have multiple rules or conditions within your rule, you can choose to show people that meet all, any, or none of the conditions. If you need to be more specific, choose from at least, exactly, and at most.

  2. Select include to toggle the condition to exclude, which will then exclude the people returned by that condition.

  3. Use the dropdown to find a condition, or start typing to search for one.

  4. Duplicate or delete the rule, or hover over the condition to duplicate or delete it.

  5. If a Manager of the list has created a rule or condition, another Manager can view or delete it but not edit it.

    Tip

    Another Manager can duplicate the rule or condition to edit it.

  6. The list can show exact matches of the conditions listed, or it can show other people such as household children, household adults, and household primary contact.

Tip

If you use the since x days condition, it refers to today plus the previous x days.

Select Submit to access the list of people.

People Personal Tab

The Personal Tab holds all the information on a profile's Personal tab, such as birthdays, schools, households, and the information in the profile's header, such as background checks, membership, and campus.

To access that information as a list condition, choose Personal from the People dropdown.

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Lists of Lists

If you have a list with many rules and conditions, and you want to reference that list from another list, use one of your conditions to find the people in the already-created list.

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Caution

Do not set the list to auto-refresh. 

When lists depend on each other, they need to be refreshed in the order they were created. You can't refresh the list of lists until the others have been refreshed.

Manual Lists

To create a list of people who don't necessarily fit specific rules and conditions, create a Yes/No custom field and set that field to "Yes" for everyone you want on your manual list.

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Then, you can generate a list based on who has "Yes" in that field. If you want to manually include or exclude specific people from an existing list, you can add a rule to the list to include people with "Yes" or exclude people with "No" in that field.

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Tip

You can also use bulk action to select multiple people without creating a list.

List Results

The Results tab shows all the people who met your conditions and rules.

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  1. Send a text message, email, or Church Center announcement to people on the list.

  2. Use bulk actions to make changes to everyone on the list.

  3. Export the list to a CSV file.

  4. Print a report of people on the list.

    If printing the Default Report, verify your columns show all the information you want to print. 

  5. Edit the information viewed in your results by selecting any available columns.

  6. See the results for each of your conditions and then the total of all of it together in the sidebar.

Select a person's name to be taken to their profile in Playlist mode.

Manage Column Headers

You can sort the results based on the columns by clicking the columns button.

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  • Remove a column by clicking the X.

  • Add a new column by checking the box.

  • Rearrange the order they are displayed using drag and drop.

To sort the list results by a specific column, click on the column's header.

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Playlist Mode

The Playlist allows you to easily and quickly make changes to the profiles from the list by navigating to and from each profile.

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When you click a person's name from the list, you're taken to their profile and can toggle to other profiles using the bar above it.

  1. Select the list name to return to the list results.

  2. Select previous or use p or ← on your keyboard to navigate to the last result.

  3. Select next or use n or → to navigate to the following result.

Select or use Keyboard Shortcuts to open sections on the Personal tab for editing.

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