Once you've completed the Initial Set-Up for your PCO Integration, you're ready to start using the Synced Groups in your Text In Church account!
🔨Still need to do your initial set-up? Click here! 🔨
General Syncing Groups
The PCO Lists that you've selected should now be auto-generated as new, Syncing Groups in your Text In Church "Groups" Section. These groups will be designated with a 🔁 icon and the description designating where the group originated from.
Just like a non-syncing Group in Text In Church, you can set up Keywords, Connect Cards, and Automated Workflow for your Syncing Groups. Check out the guides below on how to set up and use each feature if needed:
After the first sync has been completed on your account, these Syncing Groups should now be populated with members. Additionally, if you were to add any people to this Syncing Group in Text In Church, they will be synced back to PCO People. However, you may need to make manual adjustments to their record in PCO to ensure they meet the "Rule" for this list. Otherwise, they will be removed from the Text In Church group when the next sync is completed. ...More about what information can be synced and how duplicates are handled in the article here!
You may see that some contacts were not synced into the Group as you were expecting. In this case, you'll want to open this Group in Text In Church, then review the "Sync Failures" tab for specific information about why these contacts could not be synced. ...More about troubleshooting sync failures in the article here!
First Time Guest Follow-Up With PCO Integration
As we've talked about, the way the integration with Planning Center works is that PCO is the master holder of contact details. Upon sync, any selected List from PCO will then push to into the new Syncing Group in Text In Church. Let's talk about how the integration works specifically for first-time guest follow-up. 💡
Create your Lists in PCO and complete the initial set-up for the CCB Integration, and select your guest follow-up List to sync from PCO into Text In Church 👉 Tutorial is linked here!
If you don't have an existing list in PCO, go ahead and create one now.
Once you've selected this guest follow-up List to sync into Text In Church, it will be automatically generated as Synced Group in your Text In Church "Groups" section.
Finally, you'll want to set up your Automated Workflow. There are 3 ways you can do this:
After that is set up, anytime someone texts in the Keyword you've assigned to that Group and/or fills out the Connect Card, they will be created as a person record in Text In Church. When the next sync completes, they will be synced into PCO. If they are new to PCO, a record will be created for them. If they match an existing record in PCO no duplicates will be created 🤩
⚠️ Important note: You may need to manually adjust their record in PCO to meet the "Rule" for this list. Otherwise, they will be removed from the group in Text In Church with the completion of the next sync
If you add any PCO records to this List in PCO, they will be synced into this Syncing Group in Text In Church; the Automated Workflow messages will then begin sending to them when they are synced into the Text In Chruch Group.
Connecting with your Youth using the PCO Integration
When utilizing Text In Church’s integration with Planning Center, it's important to note that we do not bring over any record that is marked as a "Child" on the Planning Center side. In most instances, a child record isn’t necessary to communicate with instead of the parent of the household. Additionally, we don’t ever want texts accidentally being sent to children without parental consent, so we’ve found it to be best practice to simply not house them as contacts in our system.
However, there are instances, like a youth group record, where being able to communicate with someone under the age of 18 via text message is appropriate and permitted. To bring them over to Text In Church, you need to remove the child status in PCO. This still keeps them within the same household in Planning Center, and then they will automatically sync as individual people records within Text In Church.
However, if you do not wish to remove the "Child" status, it's super simple to utilize your Text In Church account to connect with any youth records that will not sync with the Planning Center integration. You have two options:
Option 1: Group Member Import
If you already have an established List inside of Planning Center that is up to date with all of the youth phone numbers (and you know they are the teenager's number and not the parent) then the fastest option is to do an export of that List into a CSV file. This is just a few clicks and the list will be exported and ready to import into TIC.
The columns you want to include are First Name, Last Name, Email, & Mobile Phone Number.
Under Settings in TIC, you can import the list with a few more clicks, and the whole process is done in under 10 minutes! This will be a non-syncing group, so you'll want to update it once a quarter or if you notice a big influx of new youth members. When you do subsequent imports, it will match by email and mobile phone and only add new members from the newly exported list.
Option 2: Use a Keyword for New Group
If you don't want to do the quick export/import process or your records are a mix of youth and parent mobile phone numbers, you can set up a new Group inside of Text In Church that has the Keyword YOUTH. Then when members text in you can ask them to fill out the Connect Card and get their updated data on file and then message as desired inside of Text In Church.
Still have questions about the PCO Integration? No worries! Feel free to reach out to our Member Support team at email@example.com We're always happy to help!