Send an Email

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Sending emails in People allows you to track who you've emailed. Plus, our formatting options and email templates make sending emails super easy!

On a person's profile page, select their email address. 

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Craft your email using the editing tools before sending it.

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  1. Add more people to the email by selecting Add and typing their name. If you don't see the correct person from the list, you may need to add them to your database.

  2. 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.

  3. If you've created a template, apply it to the email. The template will override any text already entered.

  4. Markdown is not supported in People; use the formatting tools to change the appearance of the words or add links and placeholder text. The placeholder text automatically fills what you've chosen based on who you're emailing, including your name as a signature.

    Tip

    The grayed-out buttons are for hyperlinks. To use them, highlight some text and click the hyperlink button.

  5. Select Send Email when you've added all the necessary information.

    If you're not quite ready to send the email, select Cancel. You can restore your previous email the next time you select the person's email address.

Emails sent through People are sent to the primary email address on a profile.

Send an Attachment

You can add attachments to emails sent through a list. However, you cannot add attachments to an email sent from a profile. If you want to send attachments outside of lists, there are two ways: Mailchimp and cloud-hosted files.

Mailchimp

If your organization administrator has enabled the Mailchimp integration, you can send an email to a list from Mailchimp, which allows you to add an attachment or image.

Caution

Mailchimp only integrates with Planning Center People; it cannot be used in other Planning Center products.

Cloud-Hosted Files

Using a service such as Dropbox or Google Drive, add a link to a cloud-hosted file in the email.

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Notice

This only works for files, not images.

Undelivered Emails

You can see a list of all the emails a person has received through Planning Center from the Communication tab on their profile page.

Open an email highlighted in red to see if the email failed or was dropped, and hover over the status to view the reason for the failure.

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Tip

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:

  • Check Planning Center People to make sure their email address isn't blocked.

  • Ask the person to follow the allowlisting instructions below.

If neither helps, contact support by selecting the ? in the top right corner of the product.

Allowlisting Emails

Allowlisting an email tells your email provider to place emails from specific senders into your inbox rather than marking those emails as spam. Doing this will help you and your congregation avoid going through your spam or junk folder to find emails from Planning Center.

Allowlisting may look a little different in each email provider, but the basic process involves adding these domains to your address book:

Select your email provider to learn how to allowlist domains in your email account:

After allowlisting those domains, Planning Center emails will always appear in your inbox, and these important emails won't slip through the cracks!

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