PCO Communication Preferences

Did you know that it is possible to select a communication preference for a unique person in Planning Center?

Its super easy!!! We like easy.

Navigate to a person’s profile in Planning Center.

Note: by DEFAULT a persons communication preference is EMAIL.

  • Click on the [Communication] tab.

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Email Wizard

Have you ever tried to send an email with Rock? Ever been a bit confused on the steps you should/could take?  Hopefully this quick pro-tip will help!

In addition to this Pro Tip there is a video already created to help walk you through the steps. You can find that video HERE: https://creekhelp.com/software-tutorials/rockrms/rock-videos/?video=13089

When sending an email from Rock it is important to note that you can initiate an email 1 of 3 ways.

  1. Sending an email to a unique person by clicking ON their email directly from their profile.
  2. Sending an email to a group of people. Any time you see a list of people in rock (report, data view, group etc) you can navigate to the bottom/top right of the list and click on the ‘COMMUNICATE’ button.
  3. Sending an email by starting from the [People] tab and click NEW COMMUNICATION

Once you initiate an email from one of the 3 steps above, you will be taken into the Email Wizard.  If you do not prefer the Email Wizard, you can click the [Use Simple Editor] button in the top right. We do not recommend this, but you can do that.

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Small Group Semesters

Did you know that each Small Group and Small Group Member can (and should) be associated with a Semester?

What are semesters?

  • Fall
  • Winter
  • Summer

Why do we do semesters? Semester Groups Vision Doc

When a group is added to Rock, it is important (and required) to be given a semester designation. This allows our team to run reports based on semester groups. For example, we can run a report to see how many groups are ACTIVELY meeting this semester.  It is also important that when you have a group meeting over multiple semester, you do not remove old semester designations.  For example; lets say that a group was meeting Summer 2019.  If that group is ALSO meeting this semester you would ADD the designation of Fall 2019. Note: DO NOT delete the Summer 2019 designation.  This will allow us to track the number of semesters a group has met.

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