Automate Emails

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If you want to automatically send an email to someone based on when they serve, if they attended the first time, or after they fill out a form, create a list or form, and then use email templates and automations.

Which Email Address Receives the Email?

A person can specify the primary email address on a profile, but not all Planning Center products respect that primary email address at this time. 

Here's how to know which email address will receive the email you send:

These products only send an email to the primary email address on a profile:

  • Registrations
  • Calendar

These products send an email to every email address listed on a profile

  • Services
  • Groups
  • People
  • Check-Ins
  • Accounts

This product allows a person to choose which email address, regardless of the primary email address:

  • Giving

1. Create a Form or List

Create a form or list of people you want to be automatically emailed. Expand a section for ideas on who could be sent an automated email.

Get Baptized - People

If you have any workflows where the first step is to send an email, automate the email from the list or form and remove that first step from the workflow!

2. Create an Email Template

Create an email template with information you want to automatically send to people.

You can even include a link to a form if you want!

3. Set Up Automation

From the Automations tab in a list or forms, create an automation that will send an email to people when they're added to the list.

Followup Survey - People

Use a Mailchimp Campaign

You can use Mailchimp to create an email that has colors, images, and videos embedded into the email. Once you've created a list, you can set it up to sync to Mailchimp, and then enable auto-refresh and re-sync to trigger an email from Mailchimp

Mailchimp has a lot of helpful tips to create your campaign and enable triggers, but here are the basic steps:

  1. Create an Email Campaign that is set up using tags.
  2. Choose the Mailchimp audience, and then choose the tag (your People list) from the trigger options.
  3. Design your email!

If you want a form completion to trigger an email from Mailchimp, create a list of those who filled out a form, and follow the steps.

Automated emails save lots of time and communicate great information, but don't forget you can use workflows to make sure you move people to the next step!

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