If you utilize Planning Center (PCO) as a church management system, using the integration with Text In Church is a great way to keep your contacts, data, and messaging organized and up to date! 🙌 In this article, we'll cover the basics of how the integration works and common FAQs before taking the initial steps to set up the integration. Let's dive in! 🤓
The integration is with Planning Center People and the "List" feature. This allows you to create Lists in PCO and then select them to sync into Text In Church. The selected List will then be auto-generated into your Text In Church account as new, syncing Groups. From here you can add Keyword, Connect Cards, and Automated Workflows to this Text In Church syncing Group to gather new contacts and follow up with ease.
When contacts are added to this List in PCO, they will then be synced into the matching group in Text In Church.
🌟 Important note 🌟
PCO Lists are built off of rules (i.e. Collect any records created in the past 14 days that have membership type of "Member") Contacts added to this syncing group will also be synced back to Planning Center People. However, you may need to then make manual adjustments to the record in PCO to ensure that it fits the Rule for this PCO List. Otherwise, if they do not meet the rule for the PCO List, they will be removed from the matching TIC Group upon completion of the next sync.
What information is required for a contact to be synced from PCO into Text In Church?
Text In Church can sync in the first and last name, mobile phone number, and email address of records to and from PCO. In order for a record to be synced into Text In Church, they must at minimum have a valid email or mobile phone number marked as "Primary" on their PCO record.
How are duplicates handled?
Within Text In Church, email addresses and phone numbers cannot be shared between contacts. This would result in duplicate messaging which can easily lead to your emails and texts being filtered as spam. If two contacts sharing the same information are attempted to sync into Text In Church, only one will be synced and the other will be designated as a duplicate. 💡 Learn more about sync failures here!
If a contact is created in Text In Church and the data matches an existing contact in PCO, when the record syncs back to PCO, the records will be matched up and prevents duplicates from being created in your PCO account.
How are opted-out or inactive records handled?
At any time, your people can reply with STOP to opt-out of text messaging. This opt-out will only be reflected in Text In Church and will not affect their record in PCO. 👉 More about opting out here...
If a record is marked as inactive in PCO, the record will not be synced into Text In Church
How are Child records handled?
If a record in PCO is designated with the "child" status, it can not be synced into Text In Church.
You'll want to make sure your PCO Lists that are selected to sync into Text In Church only contact the actual adult contacts you want to communicate with. It is not recommended to sync an "everybody" group that could possibly contain child records since you wouldn't be communicating with the child but their parents instead. This would result in the child records being flagged as sync failures inside the Text In Church Group. Learn how to text Youth students if their records are marked as "Child" in PCO here!
Where should I edit or delete records?
PCO will function as the master database in the integration. This means that if you need to edit a person's name or contact information or delete their record, you'll need to make this change on the PCO side. The changes will then be synced into Text In Church.
If the change is made on the Text In Church side when the sync completes the change will be reverted so that the record matches whatever PCO has on file for this specific record.
How often can I sync my groups?
At any time, you can start a manual sync which will be completed as soon as possible (depending upon how many other accounts are syncing at the same time, and how much data is currently in the queue).
You can set each of your synced groups to sync on their own schedule, either nightly, weekly on a specific night, or monthly on a specific night.
If you're ready to start setting up the PCO Integration, click below to proceed to our Initial Set-Up Guide!
Still have questions about the CCB Integration? No worries! Feel free to reach out to our Member Support team at email@example.com We're always happy to help!