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Posted on September 19th, 2018

New Feature: Sync to Planning Center

It just so happens that a lot of our customers use Planning Center as their church management software. That's probably because we make it almost laughably easy to send texts to your People Lists in PCO.

Up until now, it's been a one-way integration: automatically syncing your PCO People Lists into your Clearstream account. Now not only can you integrate your PCO Lists into Clearstream, but you can also automatically push your Subscribers data from Clearstream into the PCO People app, and optionally into a PCO Workflow. Two-way syncing for the win! No more manually moving Subscribers (ie - 1st-time visitors who text in) from Clearstream to Planning Center.

Example scenario:

  1. New visitors text in to your 1st-time guest Keyword.
  2. Your Keyword workflow is set to collect the guest's information (which can also sync with Mailchimp if you get collect their email address) through text.
  3. Push to Planning Center step in Clearstream is enabled.
  4. New guests receive a series of automated text messages from your Clearstream account, a new person is added to PCO People, and optionally, they are also added to your 1st-time Guest workflow (or any workflow you choose) in Planning Center.

How it works

Quick setup: Login to your Clearstream account > Create Keyword > Add Step > Push to Planning Center.

When creating or editing a Keyword you will see a new option: “Push to Planning Center”. Select this option to automatically push new Keyword opt-ins to PCO People. You also have the option to add people to a PCO Workflow.

Video Walkthrough

Add to Planning Center Workflow

Adding your new Clearstream Subscribers to one of your Planning Center workflows is easy. Let’s say you’ve created a Volunteers Workflow in Planning Center for all of your new volunteers. Create a Keyword and select the Workflow you want them added to. Once you’ve created it just have your volunteers text in using the Keyword and we’ll collect their data, create a Person, and add them to your Planning Center Workflow.

Helpful things to know:

If you're a church that's not yet using Clearstream, you can learn more about our plans and signup here.