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.
The Lists page shows the option to create a new list, the lists that you have access to, messages sent to lists, and details about the lists, including the last time the list was refreshed and any automations.
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Search by a list's name or filter the lists by campus and/or categories.
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Choose a tab on the left to see different groups of lists.
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The Recently viewed tab shows the lists you've viewed recently.
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The Starred lists tab shows all lists to which you've added a star for quick access.
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The My lists tab shows lists you created and lists you can manage.
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The All lists tab shows all lists you created, can manage, and can view.
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The Unassigned lists tab is visible to organization administrators and includes all lists that do not have a manager. Add yourself as a manager to any list in this view.
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Under the Message history, view past emails, scheduled emails, texts, or Church Center announcements sent to lists.
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View details about the specific lists. Add a star to a list to access it quickly from the Starred lists tab.
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In the bottom right corner of the list, select the 🗑️ trash icon to delete the list, the duplicate button to create a copy, or the ✏️ edit icon to edit the list.
Add a name, rules, and conditions to a new list, or make changes to an existing list.
Create a new list
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Select New List from the top right of the Lists page.
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Select the +Add Rule button.
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Select Untitled list in the top left of a new list to add a name and select Save to save your changes.
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Set the rules and conditions for the list.
Edit an existing list
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To edit an existing list's name, select Edit title from the Actions dropdown and select Save to save your changes.
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Select the Rules tab to edit the rules and conditions for the list.
Group multiple conditions together to find people who match any, all, or none of the conditions in a single rule or more than one rule.
Tip
To create rules or conditions for other products, you will need permissions in those products.
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If you have multiple rules or conditions within your rule, you can look for people who meet all, any, or none of the conditions. If you need to be more specific, choose from at least, exactly, and at most in the List options dropdown.
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Select include on a condition to toggle the condition to exclude, excluding the people returned by that condition.
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Choose the specific product in the first dropdown to search for activity related to that product.
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Use the dropdowns to find a condition, or start typing to search for one.
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Select the Duplicate or Delete button on the right of your rule to make a copy of or delete the rule, or hover over the condition to duplicate or delete it.
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If a list manager has created a rule or condition, another manager can view or delete it, but not edit it. Duplicate the rule or condition created by another manager to create your own, then delete the previous one.
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In the My list should include dropdown at the bottom, set your list to search for other people, such as household children, household adults, and household primary contact.
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Select the Submit button on the bottom right to access the list of people.
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Editing the rules on an existing list will pause automations. Select the Automations tab to unpause.
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Once you submit the list, select the Actions dropdown next to its name to Edit, Duplicate, or Delete it.
Tip
If you use the since x days condition, it refers to today plus the previous x days.
If you have a list with many rules and conditions, and you want to reference that list from another list, add a condition that looks for People → In a list to find the people in the already-created list.
Warning
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.
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.
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.
Tip
You can also use bulk action to select multiple people without creating a list.
The Results tab shows all the people who met your conditions and rules. Select an option from this tab to organize your results and take specific actions.
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Search for a person to find their name in the results.
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Select the Message button to send a text message, email, or Church Center announcement to people on the list.
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Select the Export button to export the list to a CSV file.
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Select the Print button to generate a report of people on the list. If printing the Default Report, verify your columns show all the information you want to print.
Anyone with Can export CSVs and reports permissions enabled can export and generate reports of list data.
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Select the ✏️ edit icon to perform a bulk action to make changes to profiles on the list.
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Select the Refresh results button to refresh the list to see the most current results.
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Select the Columns button to add or remove columns from view.
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Remove a column by selecting the X.
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Add a new column by checking the box.
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Rearrange the order in which the results are displayed using drag and drop.
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To sort the list results by a specific column, select the column's header.
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Select the Results tab to see the total number of people who match each condition in the sidebar.
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Send a message, export data, or perform a bulk action for specific profiles by checking the boxes to the left of their names. If no boxes are checked, everyone will be included.
Playlist mode allows you to quickly make changes to the profiles from the list by navigating to and from each profile.
Select a person's name from the list to be taken to their profile in playlist mode. Toggle to other profiles using the options in the black bar at the top.
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Choose the list name on the left to return to the list results.
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Select previous or use p or ← on your keyboard to navigate to the last result.
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Select next or use n or → to navigate to the following result.
Tip
Press shift + ? on a profile page to access keyboard shortcuts that open sections on the Personal tab for editing.