Sending emails in People allows you to keep track of who you've emailed much easier. Plus, our formatting options and email templates make sending emails super easy!
On a person's profile page, click the email address.
Craft your email using the editing tools before sending it.
Add more people to this email by selecting Add then typing their name. If you don't see the correct person from the list, you may need to add them to your database.
Select which of your emails you want to send this from if you have multiple on your profile. If you want to send it from the church email, you can even choose that one from the dropdown.
If you've created a template, apply it to the email. The template will override any text already entered.
We do not support Markdown in People; use the formatting tools to change the view of the words or add links and placeholder text. The placeholder text will automatically fill what you've chosen based on who you're emailing, including your name as a signature.
The grayed out buttons are for hyperlinks. To use them, highlight text, and then click the hyperlink button.
Select Send Email when you've added all the necessary information.
Emails will be sent to the primary email address, except in the case of Account settings. Accounts sends an email to every email address listed on an Organization Administrator or Billing Manager's profile.
You can add attachments or images in emails sent through a list. However, you cannot send an attachments through an email sent from a profile, so there are two ways you can make sure your recipients receive an attachment: Mailchimp and cloud-hosted files.
Mailchimp only integrates with Planning Center People; it cannot be used in any other Planning Center products.
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!